Ryan Watkins is a financial advisor at Edward Jones with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, Watkins worked at Stryker Corporation for 16 years. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Lindsey Caughel is a CFP®-credentialed financial advisor with Edward Jones in Brevard, NC, with seven years of industry experience. Before joining Edward Jones in 2019, Lindsey worked in roles including with the Seattle Mariners and Los Angeles Dodgers. Lindsey is a part owner of a QC Kinetix healthcare franchise in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Keith Moore 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, he worked at Glatfelter Industries and UPM Raflatac for a combined 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

David Roper is a CFP®-credentialed financial advisor with over 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011 and has a longstanding career that includes roles at Cambridge Investment Research, Inc. and Choice Financial Advisors. He is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Robert Gevjan Jr. is a CFP®-designated financial advisor with Edward Jones, based in Canton, NC. He has 12 years of industry experience and has been with Edward Jones since 2013. Gevjan serves on the boards of the Tuscola Park Home Owners Association, the New Covenant Church Endowment & Investment Program, and The Community Kitchen food pantry. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Mc Kelvy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. He worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2025. Outside of his advisory role, he serves as acting trustee and power of attorney for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs a non-discretionary approach tailored to client goals, utilizing analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Emily Mc Curry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She is the owner and founder of Ember & Ink Creative, LLC, a digital media business that provides personalized fictional novel recommendations. 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.

Bradley Martin is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hancock Whitney and 21st Century Financial. Outside of his advisory role, Martin serves as a trustee of the Martin Family Trust and is a board member of the Avalon at Junaluska Property Owners Association. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

Shannon Carlock is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 20 years of industry experience, including prior work at A. G. Edwards & Sons, Inc. from 2006 to 2008 and Wells Fargo Clearing since 2016. 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 across more than 14,000 advisors and offers a range of brokerage and advisory solutions.

David Matz is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. Based in Asheville, NC, he holds the Series 66 designation. Outside of his advisory role, he manages multiple rental properties in the Asheville area. 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 services under a fiduciary standard, supported by a large network of advisors and branch offices across the United States.

Sandi Carroll is a financial advisor at Ameriprise in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2017, she worked at Catherines for three years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Mathew Underwood is a financial advisor with Wells Fargo Clearing in Waynesville, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 12 years before joining Wells Fargo in 2020. 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 providers.

Eric Laorr is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at George K. Baum & Company from 2015 to 2019. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Travis Brotherton is a financial advisor at Edward Jones in Waynesville, NC, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2022, he worked at Smith & Nephew and also served as a sales representative at Liberty Bicycle in Asheville. Outside of financial advising, he maintains a sales role at Liberty Bicycle. 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 investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Sonda Frattini is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Mass Mutual in 2025, she worked for Ameritas Advisory Services and Ameritas Investment Corp. Frattini also holds an insurance broker role at Park South Group, where she provides life, disability, long-term care, and fixed annuities insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various investment programs, emphasizing collaborative, goal-based planning with optional implementation through brokerage or insurance arrangements.

Gregory O'Neal is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. His prior roles include positions at South College and Healthpro Heritage LLC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.