Eric Dubose Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Helena Agri Enterprises, LLC for three years and had a seven-year tenure at Clemson University. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Tanner is a CFP® with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Hendersonville, NC, and holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. 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 range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Cynthia Boyle is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Stifel Independent Advisors, LLC, and Wells Fargo Advisors. Boyle serves on the board of the US Para Dressage Foundation and advises the Isle of Palms Literary Events, a nonprofit focused on promoting literary exposure to adults and schoolchildren. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through numerous affiliated advisers and platforms, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and managed account solutions across various investment types, supporting both discretionary and non-discretionary account management.

Deane Gauthier is a financial advisor at Robert Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird since 2019, as well as J.J.B. Hilliard W.L. Lyons, LLC since 2013. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services using a range of traditional and non-traditional investment strategies.

Laura Mukosiej is a Series 66 licensed financial advisor with eight years of experience, currently affiliated with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Guidepoint Global, LLC and Givens Estates. 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 under management and offers a wide range of advisory solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

John Glover is a financial advisor at Robert Baird & Co. in Hendersonville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Robert Baird & Co. since 2019 and previously worked at Hilliard Lyons. Outside of his advisory role, he is involved as a rental property owner. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing manager-traded and model-traded SMA strategies along with tax-management and direct-indexing capabilities.

Patrick Sallee is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as an assistant football coach for Fernleaf Community Charter School, helping to start the school's football program. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Mark Isabelli is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

James Morrison is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides tailored recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support its advisory approach.

John Linkous is a financial advisor at OSAIC with six years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining OSAIC in 2026, he worked at Northwestern Mutual in various capacities from 2019 to 2026 and spent time self-employed and at the Linkous Law Firm earlier in his career. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios.

Caleb Raper is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, his work history includes multiple periods of employment at Blaze Pizza and time as a student at Appalachian State University. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through its integrated platform.

James Geddings Jr. is a Series 66-credentialed financial advisor with Edward Jones in Tryon, NC, where he has worked since 2007. He has 19 years of experience in the industry. Outside of Edward Jones, he serves as a trust protector for multiple family trusts and is a nominating committee member for the Polk County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, alongside notable retail advisor and branch coverage.

Joseph Parisi II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured financial planning process supported by proprietary tools and provides access to various investment solutions through its broad platform.

Stefanie Robinson is a financial advisor at Robert Baird & Co. with seven years at the firm and a total of twelve years in the industry. She holds a Series 66 designation and previously worked at Hilliard Lyons. Outside of her advisory role, she has a temporary non-investment-related position with KLR Creative Group. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations by providing customized financial planning and portfolio management services. The group employs a range of strategies including discretionary management, separately managed accounts, and overlay services to align with client goals and risk tolerances.

James Hungerford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo firms since 2009 and also works as a part-time bartender at The Brandy Bar in Hendersonville, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Stephen Sweet is a financial advisor with Ameriprise in Hendersonville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Ashley Shapiro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 30 years of industry experience. She has worked at Wells Fargo Advisors Financial Network since 2026 and has been with Wells Fargo Clearing in various capacities since 2012. 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, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Jordan Hall is a Financial Advisor at Merrill Lynch Wealth Management in Hendersonville, North Carolina. He collaborates with Merrill Lynch's investment specialists and Bank of America's banking experts to design financial plans and portfolio strategies tailored to his clients' goals. Jordan's client focus areas include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Before joining Merrill Lynch, Jordan served on active duty with the 82nd Airborne Division of the U.S. Army from 2007 to 2015, including a deployment to Afghanistan. He earned a Bachelor of Science degree in Management with double minors in Economics and Philosophy from the University of North Carolina at Asheville. Jordan holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Jordan is involved in his community as a parishioner at Immaculate Conception and as a member of the Rotary Club. He participates in activities such as Habitat for Humanity and Saint Gerard House. Jordan and his wife have one son, and they enjoy hiking, traveling, spending time with friends and family, as well as baseball, cooking, and reading.

Ken Adams is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a co-owner of a vacation rental property in Portsmouth, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets across a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.