Jeffery Palmer is a ChFC®-designated financial advisor at LPL Enterprise with 36 years of industry experience. He has worked at Prudential Insurance Company of America since 1990 and joined LPL Enterprise in 2024. Palmer serves on the advisory board of The Makers Box, a nonprofit organization formerly known as Orbie for Orphans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, as well as institutional entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trustee services.

Kelley Floyd is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kelley worked in various roles within the mortgage and lending sectors. Outside of advising, Kelley and her husband are involved in hospitality through ownership of a historic inn, with her husband managing the day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, backed by a large network of financial advisors and branch offices, and provides comprehensive services including tax-efficient investing and trust capabilities.

Martin Sohovich is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior experience includes 13 years at Edward Jones and several years within Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he owns Soho Properties, LLC, a business involved in leasing commercial office space. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Ashley Cedrone is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and seven years of industry experience. Her career includes multiple tenures at Edward Jones as well as a three-year period at Merrill. Outside of finance, she spent time working with Boojum Brewery Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory strategies and a network of over 23,000 financial advisors nationwide.

Caitlin Gilman is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including FSC Securities Corporation, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she teaches math as an adjunct faculty member at Central Piedmont Community College and serves as a visiting lecturer at the University of North Carolina at Charlotte. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios tailored to client needs.

Christopher Moser is a financial advisor with Ameriprise, holding a Series 66 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a non-investment-related business ownership through CRM LLC. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with its financial advisors.

Dawn Mcallen is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corp for eight years before joining OSAIC in 2023. Outside of her advisory role, she owns and manages businesses that assist clients in organizing and digitizing personal and legal information. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including various asset classes.

Mark Lear is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. He holds the Series 66 designation and operates out of Canton, NC. Outside of his advisory role, Lear is involved in healthcare operations as an operations manager and board secretary for Twenty 20 Optometric Group, P.A. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial service providers.

Eric Purdy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has a background that includes health inspection work with the Rutherford Polk McDowell Health District since 2019, alongside his advisory role which began in 2018. Prior to that, he worked with Buncombe County for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Edmon Enfield III is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 66 designation and has worked at both RBC Capital Markets and City National Bank since 2013 and 2018, respectively. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through in-house and third-party investment managers.

Molly Boyce is a financial advisor with Edward Jones in Lake Junaluska, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, she worked in marketing and design, including roles at Boojum Brewing Company, Moxxie Marketing, and her own business, Molly Boyce Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenny Holland is a CFP® professional with 33 years of industry experience, currently affiliated with Wells Fargo Clearing since 2019. Her prior roles include positions at UBS Financial Services and multiple divisions of Morgan Stanley dating back to 2004. She serves as a trustee for Uncle's Flower Trust in Sylva, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jenny Martin is a CFP® with 10 years of industry experience, currently serving at Edward Jones in Waynesville, NC. She has been with Edward Jones since 2008. 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 through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Larry East is a CFP®-certified financial advisor with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics.

Jennifer Johnston is a CFP® professional with 13 years of experience, currently affiliated with Edward Jones since 2013. She holds Series 63 and Series 66 licenses and is based in Lake Junaluska, NC. Outside of her advisory work, she owns a rental property in Grass Valley, CA. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Muri is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and United Community Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Jeremy Phillips is a Series 66 licensed financial advisor with Edward Jones in Waynesville, NC, where he has worked since 2008, accumulating 18 years of industry experience. Outside of his advisory role, he owns and manages a commercial rental property in Waynesville. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kara Bridges is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which have been with the firm since 2014. She is based in Canton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Joseph Grimsley is a CFP®-designated financial advisor with LPL Financial, based in Waynesville, NC, and has 13 years of industry experience. He previously worked at Invest Financial Corp. before joining LPL Financial in 2018 and has been affiliated with United Community Bank since 2002. Outside of his advisory role, he serves on the Towns County Board of Education and is involved in the fishing tournament industry through High Stakes Fishing LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by tools such as machine learning for research and operations.

Zachary Hunt is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Before joining Merrill in 2017, he worked at Enterprise Holdings LLC for one year. In addition to his advisory role, Hunt officiates weddings and produces wedding films as a consultant for his wife's small business in the wedding industry. He also serves as a deacon at Biltmore Church in Asheville, NC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.