Lisa Booth is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Her prior work includes roles at First Citizens Bank & Trust Company, First Bank, First Horizon, and Highlands Union Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

William Gold Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Raymond James Financial Services. Gold serves on the board of the Hendersonville Country Club and consults for Tommy Tolles Enterprises, a professional golf organization. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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 credentials. His prior work history includes roles at J Biance Wealth Management, J Biance Financial, LPL Enterprise, Pruco Securities, The Prudential Insurance Company of America, Lincoln Investment Planning, and New York Life Insurance Company. 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 variety of investment strategies, serving approximately 127,213 clients with a focus on scalable, platform-driven services.

Stanley Dominey is a financial advisor with Mass Mutual Investors Services in Landrum, SC, holding CFP® and ChFC® designations and has 42 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1984. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, annual planning engagements using firm‑approved software and offers specialized planning programs including divorce planning and estate settlement.

Angelyn Breda is a financial advisor with Morgan Stanley in Millsriver, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Breda serves as a trustee and co-trustee in Sarasota, Florida, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Lisa Murphy is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management tools.

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, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at the North American Securities Administrators Association and has experience in roles including political campaigning and education. He also co-owned a coffee lounge for several 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Gloria Dubose is a financial advisor with LPL Financial in Hendersonville, NC. She holds the Series 66 designation and has 13 years of industry experience. She has worked concurrently at Asheville Savings Bank and LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Cawthorn is a financial advisor at Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory work, he assists seasonally with a family-run fireworks stand. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Keith Holloway is a Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2020. He works with clients to develop personalized financial strategies that align with their short- and long-term financial goals, especially focusing on legacy planning, managing new wealth, and personal retirement planning. Keith holds a bachelor's degree in Psychology from Appalachian State University and 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). He specializes in assisting clients through significant life transitions such as career changes, business development, and retirement, offering a structured approach to long-term financial success. He lives in Hendersonville with his wife, Lara, and their three children. The family is active in the community and supports education. Outside of his professional work, Keith's personal 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 previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advising, he serves as an independent contractor and R-1 steward for the U.S. Equestrian Federation. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to deliver customized portfolio solutions across various investment types.

Helena Potze Godfrey is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2012 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by model portfolios and research.

Bruce Searing is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2009. Outside of his advisory role, he has a rental property investment business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.