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.

Justin Clapsaddle is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Sylva, NC. His background includes roles at United Community Bank, Cherokee County Schools, and several financial services firms. Outside of finance, he operates War Metal Forge/Clapsaddle Knives, a home-based business focused on custom knives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of financial planning and asset management services supported by a large network of advisers and advanced research tools.

Joseph Brown is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones Investments since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of advisors and branch offices nationwide.

Larry East is a CFP® with 24 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has business activities related to ownership in local investment-related entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. It offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

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.

Benjamin Lane is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years. Lane is also the principal owner of Lane Wealth Management, LLC, a full-time investment-related business. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad array of specialized planning options. Advisors at the firm develop tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and advisory programs.

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.

Joyce Wilkie is a financial advisor with Edward Jones in Bryson City, NC, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014. 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 programs and investment options under a fiduciary standard.

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.

John Landers is a CFP® professional with 34 years of experience at UBS Financial Services, where he has worked since 1992. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

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.

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.

Mark Smith is a financial advisor with Stifel, holding a Series 63 designation and 39 years of industry experience. He has worked at Stifel Nicolaus since 2013, following roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is president of Mark A Smith Aircraft Sales, a business involved in aircraft sales. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

William Barr is a CFP® professional with 37 years of experience in financial advising, currently serving at Edward Jones since 1988. He holds the Series 63 and Series 65 licenses and is based in Franklin, NC. 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 strategies, supported by a large nationwide network of advisors and branch offices.

Russell Hawkins II is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Franklin, NC. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he owns and manages a residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive investment advisory programs and a broad national presence. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

John Christian IV is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and CFA® designations and has prior experience at Lincoln Financial Advisors, SunTrust Bank, and J.P. Morgan. Outside of his advisory role, he is an agent involved in the sales and service of insurance products and owns a legal entity that holds real estate interests. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party solutions. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios and supports multiple advisory platforms and legacy program transitions.

Adrienne Kies is a financial advisor with Raymond James Financial in Bryson City, NC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2014 to 2022 before joining Raymond James Financial and its affiliated entities in 2022. 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, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals using risk profiling and modeling tools, and it is notable for its municipal advisor affiliation and specialized advisory programs.

David Roper is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has been with the firm and its related entities since 1997. Roper also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models and access to third-party managers, with services tailored to client objectives across multiple platforms.