James Hogan II is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America and Ameriprise Financial Services, LLC. Hogan serves as President of the Hogan Family Foundation and is a Non-Profit Board Member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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 with LPL Financial, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes roles at Cetera Investment Advisors, First National Bank of Pennsylvania, Yadkin Valley Bank and Trust, and Securities America. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

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 Series 66 licensed financial advisor at Edward Jones with four years of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Appalachian Regional Healthcare System. 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 programs and investment strategies, operating under a fiduciary standard.

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.

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 with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Osaic since 2024 and previously at firms including Payne Financial Services, Inc., Executive Financial Resources, Inc., and Triad Advisors, Inc. Payne serves as secretary and treasurer of Payne Financial Services, Inc., an S-Corp involved in insurance product sales and services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

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.