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, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at CapFinancial Securities, LLC and Banc of America Investment Services, Inc. Outside of his financial career, Sallee serves as an assistant football coach at Fernleaf Community Charter School, helping to start their football program. 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 through over 14,000 advisors, offering both brokerage and advisory solutions and utilizing research from Wells Fargo Investment Institute and third parties.

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 CFP® with six years of industry experience, currently an advisor at OSAIC since 2026. He previously worked at Northwestern Mutual in various roles from 2019 to 2026 and was associated with the Linkous Law Firm in 2019. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and supports various programs such as Unified Managed Accounts and third-party money manager strategies.

Caleb Raper is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various roles including at Blaze Pizza and attended Appalachian State University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, and institutional entities. The firm primarily uses model-driven investment approaches and offers financial planning, third-party asset management access, and various affiliated services.

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 in Hendersonville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. Outside of his advisory role, he works part-time as a bartender at The Brandy Bar in Hendersonville. 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.

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 in Hendersonville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She has been with Wells Fargo Clearing since 2016 and the Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions, employing research-driven investment approaches and offering a range of financial products through bank and insurance affiliates.

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.

James Wiley is a CFP® and holds a Series 66 license, with 27 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Andrew Morris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Cambridge Investment Research and INVEST Financial Corp, and operates Morris Financial Services. Morris also serves in the Army National Guard. He manages a separate tax preparation and accounting service in addition to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and managed portfolio options, supporting its large network of advisors with research, technology tools, and a diverse platform of investment strategies.

Christopher Chestnut is a CFP® and ChFC® with 23 years of industry experience. He has been with Edward Jones in Landrum, SC since 2002. Outside of his advisory work, he is a partner in Sweet Bub, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Shelley Jones is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank, SSB for eight years. 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 strategies, supported by a large national network of financial advisors and branch offices.

Michael Raymond is a Series 66 credentialed financial advisor with seven years of industry experience. He has been with Thrivent Investment Management since 2018. Outside of his advisory role, he serves on the boards of the UNC Asheville Alumni Association and UNC Asheville Foundation, and is a board member of House Beautiful Retreats, a Christian retreat and study center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering various financial topics, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”