Wesley Thompson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Wesley attended Southern Methodist University without obtaining a diploma and earned a bachelor's degree from the University of Alabama System.

Justin Souma is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with LPL Financial since 2024, having previously worked at Benjamin F. Edwards & Co for nine years. In addition to his advisory role, he is a business owner of Seven Oaks Farm at Hickory Ridge, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 research and model portfolios.

Joshua Parker is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Before joining Cetera, he served in the U.S. Army for 13 years and has held positions at Thrivent Financial. Outside of advising, he is a partner in a small Airbnb rental business managing a two-bedroom cabin. Cetera Investment Advisers LLC is a national investment advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms that allow for model portfolios, third-party managers, and customized strategies.

Ronald May is a CFP® professional with 48 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2021, following a 13-year tenure at Wells Fargo Advisors. He is also a 70% owner of May Wealth Advisors Raymond James, an independent business. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work, along with specialized advisory programs.

Walker Gaultney is a financial advisor at OSAIC with 44 years of industry experience. He has held roles at Securities America Advisors, Inc. and Securities America, Inc. from 2001 to 2024, and has operated his own practice since 1983. Additionally, he is involved in life insurance sales as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers a range of integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party resources to construct portfolios across various asset classes.

Jerry Wright is a financial advisor with LPL Financial in Clayton, GA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with LPL Financial and Wright & Frank since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by in-house and third-party research.

William De Wandeler is a CFP®-certified financial advisor with Edward Jones, based in Franklin, NC, with 19 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory role, he is a co-owner of a used bookstore, A Novel Escape, in Franklin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Keriann Mitchell is a financial advisor with Ameriprise in Franklin, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at FSC Securities Corporation before joining Ameriprise in various capacities since 2018. Outside of her advisory role, Mitchell is involved in local community activities as Treasurer and Secretary of the Cowee Woods Property Owners Association and owns a home repair business. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Friedrich is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with LPL Financial and previously worked at IC Advisory Services Inc. and The Investment Center. Friedrich also manages a non-variable insurance business known as Friedrich Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, utilizing model portfolios, third-party research, and technological tools.

Carla Erikson is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 43 years of industry experience. She worked at Merrill from 1982 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

David Gregg is a Senior Financial Advisor at Merrill Lynch Wealth Management in Sarasota, Florida. He has been with the firm since 1993 and works primarily with retired or soon-to-be retired clients, focusing on helping them identify and attain their financial and aspirational goals. With over 30 years of investment experience, David offers personalized attention and customized investment recommendations that include asset management, tax-efficient strategies, educational funding, and wealth preservation. He combines his expertise with insights from Merrill’s analysts and strategists, as well as the banking resources of Bank of America, to address the many aspects of his clients’ financial lives. David holds a Bachelor of Science degree in Business Administration, with a focus on Economics and Finance, from Bowling Green State University and is a Personal Investment Advisor (PIA). David has been involved in community activities such as serving on the board of the YMCA and volunteering at Mote Marine Laboratories. He and his son are avid scuba divers who enjoy boating and travel. They also share an interest in ballet and opera, with his daughters participating in the Sarasota Ballet Conservatory and Sarasota Youth Opera.

Benjamin Rodriguez is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Entegra Bank from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Beth Brody is a financial advisor at Ameriprise with 28 years of industry experience. She previously worked at Edward Jones for nine years and has been with Ameriprise since 2022. Brody serves on a local board of directors in Highlands, North Carolina. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Norton III is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Stanberry Insurance Inc, Credit Union Investment Services, Secu Brokerage Services, Secu Life Insurance Company, and State Employees' Credit Union. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers detailed, goal-based planning across various financial topics and allows clients to integrate planning with managed account services under a consolidated billing option called WealthPlan.

Olivia Swift is a financial advisor with Edward Jones in Franklin, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2025, she worked at First Citizens Investor Services and Equitable Advisors LLC. Outside of finance, she has experience in small business operations, including working at Renee's Cake Shoppe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of more than 23,700 advisors.

Darcie Guerin is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. She has been with Raymond James since 2004. Outside of her advisory work, she owns DPG Insights, a business not related to investments. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

John Watts is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he serves as president of the Pinnacle Ridge Association, Inc., a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipalities, providing tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Martin Truax is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Truax oversees Chota Falls LLC, a business he runs with his wife, and serves as CEO and board member of the Two Hearts Foundation, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services across various portfolio management styles supported by affiliated research and model managers.

Jeff Velastegui is a financial advisor with Mass Mutual Investors Services in Clayton, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Velastegui is the founder and president of the Sonrisa Foundation, a nonprofit organization focused on organizing annual community activities and providing financial assistance for youth education. He also serves on the board of directors at Rabun Gap-Nacoochee School and is a member of the trust committee at Saint Peters Church. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning programs such as divorce planning, estate settlement, and employer-sponsored planning.

William Murphy is a financial advisor at UBS Financial Services with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.