William Helms Jr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Lincoln Financial Securities Corp. for 15 years before joining Cambridge in 2023. Outside of advising, he is also a musician based in Boone, NC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides diverse implementation options, including discretionary and non-discretionary strategies, proprietary models, and access to third-party managers.

Susan Leonard is a CFP® professional with 20 years of experience in financial advising. She is currently with Cetera and has previous experience at VOYA Financial Advisors and Egan, Berger, and Weiner, where she remains involved as an Associate Financial Planner. Leonard serves as vice president of her homeowners association and is a board member of a local nonprofit community park. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Jonathan Smith is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera since 2013 and operates in Boone, NC. Outside of his advisory role, he serves as Vice President of Lifestore Bank and sells fixed insurance products including life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that includes affiliated and third-party model portfolios.

Gary Moss Jr. is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves as a trustee for Lees McRae College and is a committee member for the First Presbyterian Church Endowment Fund. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

William Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carolina Davidson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing three years of industry experience. She has held positions at Ameriprise since 2021 and has additional experience working at Appalachian State University, Appalachian Ski Mountain, and Watauga High School. Carolina also owns Davidson Blue Ridge Legacy, an LLC established for business and tax purposes with no active service offerings. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Joshua Roberts is a CFP® professional affiliated with LPL Financial, with seven years of experience in the financial industry. He previously worked at Raymond James Financial Services and Allen Wealth Management. Outside of his advisory career, he is involved with Harvest House Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sharon Covey is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Cromer is a Senior Vice President and Wealth Management Advisor at Merrill. He has been a Financial Advisor with Merrill since 2003 and began his career at UBS in 2001. Michael works closely with clients across the United States, providing personalized strategies and guidance to help them pursue their financial goals. His clients include executives, professionals, business owners, and retirees, and he invests deeply in understanding each client's unique situation to better support their ambitions. Michael's expertise encompasses aligning various aspects of wealth management, including investing, planning, savings, wealth transfer, and access to banking and lending through Bank of America. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Michael enjoys golfing, cooking, and traveling.

Steven Runnion is a financial advisor with RBC Capital Markets holding Series 63 and Series 65 designations and 30 years of industry experience. His work history includes roles at City National Bank since 2019 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Jason Sirmon is a financial advisor with Edward Jones based in Boone, North Carolina. He holds a Series 66 designation and has 12 years of industry experience, with Edward Jones being his only listed firm since 2013. Outside of his advisory role, he is involved in consulting and continuing education through the Sirmon Training & Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Perkins Jr. is a financial advisor with Edward Jones in Spruce Pine, NC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Verizon Wireless from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Melissa Potter is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 66 credential and has prior experience with Equitable Advisors, New Peoples Bank, First Community Bank, and Highlands Union Bank. Outside of finance, she has been involved in agricultural operations through ownership of Two Creeks Trees & Wreaths/Buster Daniels Family Tree Farm, LLC since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through independent Financial Professionals, with a variety of investment platforms and proprietary and third-party strategies.

Garret Norris is a CFP® and ChFC® affiliated with Cetera, holding Series 66 designation and bringing 34 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and also serves as President of Retirement Advisors Inc. Norris volunteers on a government board reviewing conscientious objector claims for the U.S. Selective Service System. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients.

Jennifer Parker is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliated entity since 2024. Prior to her financial career, she was a partner and operating member of a restaurant business in Boone, NC, which she co-managed for over two decades until its closure in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored non-discretionary planning and analytical tools to align investment strategies with client goals and supports its offerings with technology and advisory programs, including specialized municipal and SIMPLE IRA consulting services.

John Barrier is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial Services since 2021. He previously worked with Truist Investment Services and BB&T in various advisory roles. Outside of financial advising, Barrier owns and manages a farming operation in Galax, VA, involving land upkeep and selling produce at farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical modeling tools to support client goals, along with specialized programs for municipal advisory work and SIMPLE IRA employer consulting services.

Regina Banks is a financial advisor with LPL Financial in Blowing Rock, NC, holding a Series 63 designation and 40 years of industry experience. She has been with LPL Financial since 1993. Banks is also president of R. Banks Financial Consulting, where she is responsible for quarterly tax form filings. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Javan Braswell is a financial advisor at Edward Jones in Boone, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the Columbia Police Department for five years and held positions at Pruitt Health and Canyon Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Billy Chick is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.