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.

Christopher Finney is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Investment Advisors, First National Bank of PA, Yadkin Valley Bank And Trust, and Wells Fargo Clearing. Finney is also involved with Statewide Wealth Management and Statewide Insurance Solutions, which offer a range of insurance products and financial services. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

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.

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.

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.

Wiley Mock is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tyler Moore is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, with a brief tenure at Ameriprise Financial Services LLC. Prior to his financial services career, he held various roles in the hospitality sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad nationwide network and offers a range of advisory strategies with fiduciary standards.

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.

Tiffany Fox is a financial advisor with Edward Jones in Mountain City, TN, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at UPS and Academy Sports, alongside two separate tenures at Edward Jones. Outside of advising, she manages a residential real estate investment through Blonde Fox Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors.

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.

Cody Hoilman is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He has previously worked at Edward Jones and Commonwealth Financial Network. Outside of his advisory work, Hoilman serves as a board member of the Avery County Planning Board in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

David Mosher is a financial advisor with Edward Jones in Boone, NC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a limited partner in a small-scale real estate development project focused on single-family homes in Boone, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.