Carlton Murrey is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with AE Wealth Management and J. Biance Financial, Inc. since 2019. Outside of his advisory roles, he was involved with the Cradle of Forestry in America Interpretive Association for 11 years and Curtis Wright Outfitters, LLC for 19 years. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, and financial planning, supporting advisors with an internal investment consulting group and various licensing programs.

Charles Smith is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at First Bancorp, Fifth Third Securities, SunTrust Investment Services, BB&T Securities, and Merrill. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker‑dealer registrations, providing customized financial planning, consulting, alternative investments, and lending solutions while allowing clients discretion over transactions.

Dominic Shea is a financial advisor at &Partners with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and its related entities for 14 years. He serves as a contingent trustee for his niece’s trust and holds ownership interests in investment-related businesses, including Dominic Shea Inc. and Norwich Wealth Management LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies, and operates as a dual registered investment adviser and broker-dealer.

Joshua Tallent is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His work history includes roles at Infinex Investments, Inc., HomeTrust Bank, LPL Financial, and Truist Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Consolidated Planning Inc, and Independent Life Insurance. Outside of his advisory work, he serves as a church musician. Foundations Investment Advisors provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services through a large network of affiliated advisers.

Bradley Groth is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Commonwealth Financial Network and is also the owner of Groth Wealth Management, LLC. His prior experience includes eight years at Edward Jones. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Amelia Shechet is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience with J Biance Wealth Management and J Biance Financial. Outside of her advisory role, she serves as a volunteer member of the finance board at Immaculate Conception Catholic Church in Hendersonville, NC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internal and third-party managed models.

Frederick Stansberry is a financial advisor at Integrity Alliance, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Questar Capital Corporation. Outside of his advisory role, he serves as a substitute teacher for Henderson County Public Schools and is involved in fixed insurance product sales through National Agents Alliance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio strategies and custodial platforms.

Joshua Knights is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, and also has nine years with American Senior Benefits. Knights is the owner and founder of Knights Family LLC, a tax and accounting business supporting his insurance and securities activities. Integrity Alliance is a large advisory network with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves a wide range of clients, including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to both discretionary and non-discretionary investment strategies.

Thomas Connelly is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at AIG Retirement Services and Retirement Clearinghouse. He is also involved with J. Biance Wealth Management, where he sells annuities and life insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-based approach utilizing discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

William Gold Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Raymond James Financial Services, and multiple Steward Partners entities. Outside of advisory work, he serves on the board of the Hendersonville Country Club and consults for Tommy Tolles Enterprises, which manages professional golfers. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and portfolio management solutions.

Richard Alexander Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. He previously worked at Bank of America, Merrill, and Valmark Securities. He serves as chairman of the Henderson County Chamber of Commerce, a civic organization that supports local businesses in Hendersonville, North Carolina. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Carl Leblanc is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and LPL Enterprise. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients with a platform-focused approach.

Angelyn Breda is a financial advisor with Morgan Stanley in Millsriver, North Carolina, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She worked at Merrill for 30 years before joining Morgan Stanley in 2013 and Morgan Stanley Private Bank in 2015. Breda serves as a trustee and co-trustee in an investment-related capacity in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm’s financial planning process uses structured discovery and firm-approved tools, serving clients with tailored solutions including estate planning and leveraging extensive investment resources.

Heather Staton is a financial advisor at Edward Jones in Hendersonville, NC, holding the ChFC® designation and Series 66 license with five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Times-News for 31 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Sotirakopulos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Outside of his advisory role, he has a 50% ownership interest in JS Properties Brevard, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Zachary Cawthorn is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. 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 range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors.

Richard Lehrer is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2021, Lehrer worked at VOYA Financial Advisors and has been the owner of Financial Solutions Group, Inc. since 2001, where he sells fixed insurance products alongside his advisory duties. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a nationwide network of over 10,000 advisors, utilizing multiple program structures and access to both affiliated and third-party managers.

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position she has held since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, assisting clients in pursuing both short and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach, which considers clients' experiences with wealth alongside their personal situations and aspirations to create comprehensive financial strategies. Shelli holds the Chartered Retirement Planning Counselor (CRPC) designation and serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. She earned her Bachelor's degree from the University of Florida with a focus on Finance and Economics. Shelli's professional practice emphasizes building enduring relationships with individuals and families, delivering personal service with meticulous attention to detail. In addition to her financial advisory work, Shelli is active in her community through volunteering with organizations such as the Peace River Botanical & Sculpture Gardens and the United Way chapters of Charlotte and Lee Counties. Her personal interests include antiquing, boating, cooking, drawing/sketching, gardening, interior decorating, knitting/crocheting, painting, skiing, and traveling.

Christopher Friend is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade, as well as work as a self-employed caregiver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.