Robert Roth is a financial advisor with Edward Jones in Asheville, NC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages Roth Properties, overseeing commercial rental and investment property activities. Edward Jones is a full-service wealth management firm serving over 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, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Grinnan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked at Warner Pacific Insurance Services for nine years and attended Pennsylvania State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Eric Brief is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior firms include Morgan Stanley in various capacities from 2000 to 2019 and Citigroup Global Markets from 2008 to 2009. He holds a 33% ownership in Tuller Associates, an investment-related business. 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.

Rebekah Michel is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, she held roles at CreativeFreedom.space and the Fired Up! Creative Lounge. Outside of financial services, she has been involved in creative and entrepreneurial ventures. Charles Schwab serves a large client base, 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 discretionary strategies and offers integrated custody, brokerage, and advisory solutions.

Joseph Baker is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked in the automotive industry at Hunter Auto Group and two Toyota dealerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Rodney Kirkner is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments, LLC, and Lincoln Financial Advisors Corporation. He is also involved in insurance sales related to non-variable insurance products. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology solutions and a broad network of over 22,800 advisors.

Rebecca Roberts is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC and a long tenure at Wachovia Bank, N.A. beginning in 1979. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sara Kaldahl is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for Team Rehabilitation Physical Therapy from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wade Howell is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked with Avantax and Legacy firms. Howell also serves as a registered agent and financial advisor at Legacy Tax and Accounting and Legacy Capital Advisor, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies.

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.

Averyl Basolo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, her background includes positions at Hobby Lobby, The Master's University, The Men's Wearhouse, and involvement with the Republican GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Adam Stanford is a Series 66-registered financial advisor with Morgan Stanley in Asheville, NC, bringing 13 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

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 based in Asheville, NC. He holds the Series 63 and Series 66 designations and has 15 years of industry experience. His prior roles include positions at First Horizon Advisors, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade Inc. 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 services including financial planning, third-party asset management access, and institutional platforms, supported by technology and research tools used by its network of over 22,800 advisors.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

Daniel Hroback is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Illuminate Creative Studio and Allegra / Image360. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that incorporate scenario modeling without offering individual security recommendations in standalone planning.

Taylor Mclennan is a financial advisor with Morgan Stanley in Asheville, NC, holding a Series 66 designation and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, Kearfott Corporation, and Mission Health System. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, incorporating market simulations and return estimates to support client decision-making.

Ryan Moran is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Wells Fargo Advisors. He is also licensed as an independent insurance agent working with various independent insurance companies. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies across multiple platform arrangements.