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 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.

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 bringing 30 years of industry experience. Her prior work history includes roles at Morgan Stanley and Citigroup Global Markets. She is currently based in Hendersonville, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 and analytics.

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.

Taylor Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Columbus, NC, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, Jones held roles at Caliber Collision, Workout Anytime LLC, Allstate Insurance Agency, and North Greenville University, among others. Outside of financial services, Jones also has experience working in the restaurant industry. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Huntley is a financial advisor with Edward Jones in Hendersonville, NC, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones continuously since 2008. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Garrison III is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Veeam Software for seven years and MGT (formerly Layer 3 Communications) for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Karen Clayton is a ChFC® and Series 66-credentialed financial advisor with Edward Jones in Landrum, SC, where she has worked since 2015. She has six years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Aldrich is a financial advisor at Edward Jones in Hendersonville, NC, with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.