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.

Jason Lefler is a financial advisor with Stifel in Brevard, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Boulos is a financial advisor at Stifel with Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Milton Tynch Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.

Joshua Tilley is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.

Ronald Rick is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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.

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.

Patrick Sallee is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an assistant football coach for Fernleaf Community Charter School, helping to start the school's football program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Mark Isabelli is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

Tyler Koopman is a CFP® and holds a Series 66 license, with four years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with LPL Financial. Outside of his advisory role, he has been involved with the American Forest Foundation. 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 comprehensive financial planning and investment management services through a network of independent professionals, utilizing a variety of portfolio management and advisory platforms tailored to client objectives.