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 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.

Philip Moore is a CFP® professional with 17 years of industry experience. He has been with Edward Jones in Boiling Springs, SC since 2008. Outside of his advisory role, he serves as a director of Emory Moore LLC, a property management business in Chesnee, SC. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

John Boyle III is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory work, 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 and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services along with financial planning and retirement consulting, utilizing various asset-allocation tools and multiple advisory platforms.

Mitchell Barnette is a financial advisor with Edward Jones, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and has a background that includes roles at Barnes & Noble Booksellers and Winthrop University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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® with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Hendersonville, NC, and holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Cynthia Boyle is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Stifel Independent Advisors, LLC, and Wells Fargo Advisors. Boyle serves on the board of the US Para Dressage Foundation and advises the Isle of Palms Literary Events, a nonprofit focused on promoting literary exposure to adults and schoolchildren. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through numerous affiliated advisers and platforms, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and managed account solutions across various investment types, supporting both discretionary and non-discretionary account management.

Jodi Edney is a Series 66-licensed financial advisor with Merrill, based in Inman, SC, and has 21 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she is a general partner and managing member of Ace of SC LLC, a business involved in managing rental properties. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Sydney Ludwig is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Laura Mukosiej is a Series 66 licensed financial advisor with eight years of experience, currently affiliated with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Guidepoint Global, LLC and Givens Estates. 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 under management and offers a wide range of advisory solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

John Glover is a financial advisor at Robert Baird & Co. in Hendersonville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he is involved as a rental property owner. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.