Regina Banks is a financial advisor with LPL Financial in Blowing Rock, NC, holding a Series 63 designation and over 40 years of industry experience. She has been with LPL Financial since 1993. Banks is also president of R. Banks Financial Consulting, involved in the quarterly filing of tax forms. 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 and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational tools and a large network of advisors.

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 a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Outside of his advisory work, he 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 diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities products through affiliated entities.

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 industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he serves on the Board of Directors of Sunalei Preserve. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, focusing on tax efficiency and adaptive withdrawal strategies.

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.

Paul Williamson is a CFP® with 32 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 16 years at Commonwealth Financial Network. Outside of his advisory work, he is an officer and owner of Paul Williamson and Company, Inc., a support company structured as an S-Corp for tax and salaried employee purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and risk profiling to offer tailored, non-discretionary planning and supports institutional consulting through a large advisor network.

Nelson Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. Castro also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering structured, collaborative planning engagements to address a range of client goals.

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 financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and previously worked at Mast General Store and Blackrock Outdoor Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of financial advisors and branch offices, as well as affiliated mutual funds and trust services.

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.