Rebecca Roberts is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has a long tenure with Wachovia Bank, N.A. dating back to 1979. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Richard Lehrer is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2021, Lehrer worked at VOYA Financial Advisors and has been the owner of Financial Solutions Group, Inc. since 2001, where he sells fixed insurance products alongside his advisory duties. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a nationwide network of over 10,000 advisors, utilizing multiple program structures and access to both affiliated and third-party managers.

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position she has held since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, assisting clients in pursuing both short and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach, which considers clients' experiences with wealth alongside their personal situations and aspirations to create comprehensive financial strategies. Shelli holds the Chartered Retirement Planning Counselor (CRPC) designation and serves as a Senior Portfolio Advisor, managing custom investment strategies on a discretionary basis. She earned her Bachelor's degree from the University of Florida with a focus on Finance and Economics. Shelli's professional practice emphasizes building enduring relationships with individuals and families, delivering personal service with meticulous attention to detail. In addition to her financial advisory work, Shelli is active in her community through volunteering with organizations such as the Peace River Botanical & Sculpture Gardens and the United Way chapters of Charlotte and Lee Counties. Her personal interests include antiquing, boating, cooking, drawing/sketching, gardening, interior decorating, knitting/crocheting, painting, skiing, and traveling.

Christopher Friend is a financial advisor with Wells Fargo Clearing in Hendersonville, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management and Scottrade, as well as work as a self-employed caregiver. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Perless is a financial advisor at Edward Jones in Hendersonville, NC, with one year of industry experience. He holds the Series 66 designation and previously worked at the North American Securities Administrators Association and 20/20 Vision DC. Outside of finance, he has experience in the hospitality sector, having been involved with Davenport Coffee Lounge. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gloria Dubose is a financial advisor with LPL Financial in Hendersonville, NC. She holds a Series 66 designation and has 13 years of industry experience, including roles at Asheville Savings Bank, Invest Financial Corporation, and Merrill. She has worked with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, wrap and model portfolio programs, and institutional platforms, and supports its advisors with research tools and access to various investment strategies.

Timothy Cawthorn is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he assists with a seasonal fireworks stand business that supports his family during the Fourth of July period. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Keith Holloway is a Client Experience Advisor at Merrill Lynch Wealth Management. He works with clients to understand their financial situations and introduce them to solutions available through Merrill and Bank of America. Keith's focus is on helping clients during periods of transition, such as job changes, building a business, or preparing for retirement. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Keith earned a Bachelor's Degree from Appalachian State University. His client focus areas include legacy planning, managing new wealth, and personal retirement planning. Outside of work, Keith's interests include football, reading, soccer, and spending time with his family.

Sandra Shaw is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 2001. Outside of her advisory role, she serves as an officer responsible for bookkeeping in a home building corporation owned by her husband. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Kevin Huston is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has worked with Avantax Advisory Services and Avantax Insurance Agency, among other roles. Outside of his advisory work, Huston is an enrolled agent and United States Tax Court Practitioner who operates Blue Ridge Tax Advisors, where he focuses on tax preparation and resolving tax issues with the IRS and US Tax Court. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and oversight across various program structures and custodial relationships.

Jason Lefler is a financial advisor with Stifel in Brevard, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Peter Bermont is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with Raymond James since 2013 and concurrently associated with Mesznik since 1999. Bermont serves as a board subcommittee member for Jackson Hospital and participates in the Moorings Property Owners Association committee in Miami, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional solutions.

Michael Boulos is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and with 42 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports its asset allocation and planning services.

Shelia Christofalos is a ChFC® credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. She is based in Asheville, NC, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. With approximately $1.01 trillion in assets under management and a network of nearly 24,000 advisors, the firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Helena Potze Godfrey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Isaias Puente is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for two years. His career also includes roles at Wells Fargo and Erus Energy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a formal process for alternative investments.

Gary Parris III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at First Horizon Advisors, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Milton Tynch Jr. is a financial advisor at Stifel with 27 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2008. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bruce Searing is a financial advisor with Merrill in Hendersonville, North Carolina, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, he is involved in rental property investment. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Dubose Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Helena Agri Enterprises, LLC and Clemson University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors.