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 Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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® credentialed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James Financial Services and Allen Wealth Management. In addition to his advisory work, Roberts is involved with Harvest House Church. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with a focus on operational and research support tools.

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 Stevens is a Series 66-credentialed financial advisor with Edward Jones in Mountain City, TN, where he has worked since 2019. He has seven years of industry experience and previously worked at Aplus Realty and High Shine Services Inc. Stevens also manages a property for a family member and is involved in remodeling a home intended for rental. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Jason Sutherland is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Samaritan's Purse for nine years. He holds a Series 66 designation. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC, assisting in decisions regarding community grant awards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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.

Melissa Potter is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. Her prior roles include positions at Equitable Advisors and several banking institutions, along with ownership of Buster Daniels Family Tree Farm, an agricultural business. She is also employed at Alcova Mortgage and operates Foscoe Financial, a referral business. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians while providing access to affiliated model strategies and third-party advisers.

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® with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held roles at several firms, including BB&T and Truist Investment Services, and maintains an ownership interest in a farming business in Galax, VA. Barrier is also affiliated with S&J Wealth Management, LLC, where he manages client assets and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Randal Cokeley is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Regina Banks is a financial advisor with LPL Financial in Blowing Rock, NC, holding a Series 63 designation and over 40 years of industry experience. She has been with LPL Financial since 1993. Banks is also president of R. Banks Financial Consulting, involved in the quarterly filing of tax forms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational tools and a large network of advisors.

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.

Isaac Church is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse and Lowe's Companies, Inc., and has a background that includes nearly a decade of self-employment. Outside of his financial advisory role, he occasionally photographs weddings for friends and family. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Sirmon is a financial advisor with Edward Jones in Boone, NC. She holds the Series 66 designation and has been with Edward Jones since 2016. 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. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Warren II is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience including roles at Tailrace Marina and Creative Solutions, as well as teaching positions at Appalachian State University and South Point High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing tax-aware withdrawal strategies and income recommendations.

James Hogan II is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and The Prudential Insurance Company of America. Outside of his advisory role, Hogan serves as President of the Hogan Family Foundation and is a board member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.