Javan Braswell is a financial advisor at Edward Jones in Boone, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the Columbia Police Department for five years and held positions at Pruitt Health and Canyon Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Billy Chick is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. He has been with Edward Jones since 2013. 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 advisors and branch offices nationwide.

Isaac Church is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse and Lowe's Companies, Inc., and has a background that includes nearly a decade of self-employment. Outside of his financial advisory role, he occasionally photographs weddings for friends and family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Sirmon is a financial advisor with Edward Jones in Boone, NC. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Richard Honeycutt is a financial advisor with Edward Jones in Linville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves on the Avery County Schools Educational Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Warren II is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience including roles at Tailrace Marina and Creative Solutions, as well as teaching positions at Appalachian State University and South Point High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing tax-aware withdrawal strategies and income recommendations.

James Hogan II is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services and The Prudential Insurance Company of America. Outside of his advisory role, Hogan serves as President of the Hogan Family Foundation and is a board member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Angelia Jenkins is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2005, including overlapping tenures with Bank of America, N.A. from 2008 to 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Lyall is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2006, including his current role at Ameriprise Financial Services, LLC, and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he serves on the Board of Directors for Sunalei Preserve and is President of Buffalo NVNO in Zionville, NC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Harry Crosby III is a financial advisor with Edward Jones in Spruce Pine, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Crosby serves as an assistant cross country coach for Avery County Schools during the fall season. 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 through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

John Ritter is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is president of Wild Mountain Honey, an industrial design firm, where he oversees royalty collections and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Jessica Palatucci is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2015. In addition to her advisory role, she owns Palatucci & Associates, which manages her Ameriprise business, and co-owns L&J Operations LLC, an entity handling business expenses. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient income strategies.

Nelson Castro is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience and has previously worked at Metlife Securities Inc. and New England Securities. In addition to his advisory role, he operates as an independent insurance agent selling life, accident, and health insurance one weekday per week. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships using firm-approved analytical tools.

George Verdone Jr. is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 47 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a limited partner in a working farm that sells hay and manages a private LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

William Williams III is a Series 66-registered financial advisor with Edward Jones in Boone, North Carolina. He has seven years of industry experience, including roles outside finance such as positions at Mast General Store and Blackrock Outdoor Company. Williams has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard.

Thomas Goelz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside of advising, he is a partner in TD Event Management LLC, which coordinates fastpitch softball tournaments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, using a range of portfolio management styles and supported by affiliated research and model managers.

Stacey Clark is a financial advisor at Edward Jones in Linville, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Phillips Grading, Framework Development Group, and educational institutions such as Marjorie Williams Academy and Avery County Schools. She is also associated with the Grandfather Mountain Highland Games. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large advisor network and branch footprint and offers additional services such as tax-efficient management and securities-based lending.

Pamela Watson is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2009. 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 various institutional investors.

Matthew Bagley is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial Services in Boone, NC. His prior work includes roles at First Community Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he serves as Treasurer for the Boone Council of the Knights of Columbus and is Vice President of a family-owned car wash business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work uncommon among large institutional advisors.

Andrew Payne is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Osaic since 2024. His prior experience includes roles at Payne Financial Services, Executive Financial Resources, Triad Advisors, and Payne Agency. He is involved in Payne Financial Services, Inc., which sells and services insurance products not available through Osaic. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across various programs including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.