Julie Lucas is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Prior to her current role, she worked for the Town of Franklin from 2015 to 2018. 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. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Granville Younce is a Certified Financial Planner® with 31 years of experience in the financial industry. He has worked with Wells Fargo since 2011, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. 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 offers a range of investment and financial products supported by research and analytics.

Charles Strickland Sr. is a ChFC®-designated financial advisor with 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked at Lincoln Financial Securities Corporation, Invest Financial Corporation, and Jefferson Standard Life Insurance Company. Outside of his advisory role, he serves on the boards of Nantahala Bank & Trust Company and Provision Financial Resources of NC Baptists, and volunteers with Truett Baptist Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various investment platforms and proprietary and third-party strategies.

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, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She is based in Waynesville, North Carolina. 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.

Latisha Perkins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2024, she worked for nine years at Atlantic Bay Mortgage Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.