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 at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research and INVEST Financial Corp. Morris also serves in the Army National Guard and operates Morris Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by extensive research and model portfolios.

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.

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.”

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.

Scott Price is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Thomas Craven is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Craven serves as a member of the Henderson County NC School Board and is on the advisory board of the Flat Rock Playhouse, a nonprofit theater organization. He is part of The DDK Group at Robert W. Baird, which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a range of consulting and portfolio management solutions.

Stephanie Winterrowd is a Series 66-licensed financial advisor with Edward Jones in Saluda, NC, with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at L. Blake Smyth, CPA, and was involved with the Tryon Downtown Development Association and the Congregational Church of Christ in Tryon. She also serves as President of the Saluda Business Association, organizing and leading monthly meetings. 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 wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Carol Hartis is a Series 66–licensed financial advisor with Edward Jones in Inman, South Carolina, and has 27 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a commissioned notary public in South Carolina. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

C. Hill is a financial advisor at Merrill with 26 years of industry experience and holds Series 63 and Series 66 designations. He has worked at Wells Fargo Advisors LLC for 21 years and briefly at Edward Jones before joining Merrill and Bank of America in 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with integrated trading and custody services.

Roger Aiken is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory work, he serves as Master of Ceremonies at the Billy Graham Training Center at The Cove, a Christian retreat center in Asheville. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marie Dotson is a financial advisor with Ameriprise in Hendersonville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience at Micis and CDASS. Outside of financial services, she is involved with Triangle Stop Food Stores. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and algorithmic tools to deliver written, non-discretionary recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies.

Emily Marr is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. She also has a ten-year tenure with New Covenant School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income stability and tax-aware withdrawal strategies.

David Grice is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He previously worked for Janney Montgomery Scott for 12 years before joining Wells Fargo Advisors in 2025. Outside of his advisory work, he holds ownership interests in a real estate business as well as a wealth management firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations delivered through meetings and written summaries.

Michael Cano is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Cano is the CEO of Cano Wealth Strategies, LLC, and serves on the finance and investment committee of The Henderson County Education Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal advisory work through a unique affiliation with a municipal advisor.

Juan Alvarado is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining LPL Enterprise in 2025, he worked at TD Bank and its affiliates from 2015 to 2025. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio management, and access to brokerage and insurance products through its integrated platform.