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.

Lisa Murphy is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

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.

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.

Eric Perless is a financial advisor at Edward Jones in Hendersonville, NC, with one year of industry experience. He holds the Series 66 designation and previously worked at the North American Securities Administrators Association and 20/20 Vision DC. Outside of finance, he has experience in the hospitality sector, having been involved with Davenport Coffee Lounge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gloria Dubose is a financial advisor with LPL Financial in Hendersonville, NC. She holds a Series 66 designation and has 13 years of industry experience, including roles at Asheville Savings Bank, Invest Financial Corporation, and Merrill. She has worked with LPL Financial since 2015. 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 services including financial planning, wrap and model portfolio programs, and institutional platforms, and supports its advisors with research tools and access to various investment strategies.

Timothy Cawthorn is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he assists with a seasonal fireworks stand business that supports his family during the Fourth of July period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Keith Holloway is a Client Experience Advisor at Merrill Lynch Wealth Management. He works with clients to understand their financial situations and introduce them to solutions available through Merrill and Bank of America. Keith's focus is on helping clients during periods of transition, such as job changes, building a business, or preparing for retirement. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Keith earned a Bachelor's Degree from Appalachian State University. His client focus areas include legacy planning, managing new wealth, and personal retirement planning. Outside of work, Keith's interests include football, reading, soccer, and spending time with his family.

Sandra Shaw is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2001. Outside of her advisory role, she serves as an officer responsible for bookkeeping in a home building corporation owned by her husband. 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 financial advisors and branch offices nationwide.

John Boyle III is a financial advisor at OSAIC Wealth, Inc with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory role, he serves as an R-1 Steward for the U.S. Equestrian Federation. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management, third-party managers, and proprietary investment models.

Helena Potze Godfrey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Bruce Searing is a financial advisor with Merrill in Hendersonville, North Carolina, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in rental property investment. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Dubose Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Helena Agri Enterprises, LLC and Clemson University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors.

James Tanner is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and spent part of 2009 at UBS Financial Services. Located in Hendersonville, NC, Tanner holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Cynthia Boyle is a financial advisor at Osaic Wealth with 49 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Boyle serves on the board of the US Para Dressage Foundation and is an advisor for I.S.L.E. Isle of Palms Literary Events. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and multiple implementation options.

Deane Gauthier is a financial advisor with Robert Baird & Co. in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Robert Baird & Co. since 2019, with prior roles at J.J.B. Hilliard W.L. Lyons, LLC and Merrill. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and municipal advisory services.