Brian Fortune is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. He previously worked for CETERA Advisor Networks LLC from 2013 to 2019. Outside of his advisory work, he is a committee member volunteer for the YWCA in Asheville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with both discretionary and non-discretionary strategies, including proprietary models and access to third-party managers.

Gregg Defilippi is a CFP® professional with 26 years of industry experience, all of which has been with Edward Jones since 2000. He holds Series 66 and Series 63 licenses and is based in Arden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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, operating under a fiduciary standard.

Ross Ryan is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones, LPL Financial, and Financial Engines Advisors L.L.C. prior to joining his current firm. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Fraser Schaufele Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 45 years of industry experience. He has been with Raymond James and its affiliated entities since 2008. Schaufele also works as an independent contractor providing investment advisory services for Henry Hensly & Associates, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Matthew Plymale is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Western & Southern Life and Valic Financial Advisor, Inc. Matthew is based in Asheville, NC. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its research center.

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.”

Ravin Patel is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, SSB and CHARLES SCHWAB & CO., Inc since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of advising, Patel is a non-operational partner in several family-owned businesses, including hotels and land holding companies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, with a multi-asset portfolio approach supported by centralized custody and a distinctive operational structure.

Brandon Jaimes is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has previously worked at Axa Advisors, Equitable Advisors, and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Schiffman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at UBS Financial Services, Banc of America Investment Services, and Merrill. Outside of his advisory work, he is also an agent for fixed insurance products through Providence Brokerage Services, focusing on whole life and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicole Barrett is a financial advisor with LPL Financial in Asheville, NC, holding CFP® and Series 66 credentials and bringing six years of industry experience. She previously worked at Edward Jones for five years and Mission Health for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Michael Daye is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2007 and also serves as an operations manager and financial advisor at Joe Davis Financial Associates, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Craig Harris is a financial advisor with Morgan Stanley in Asheville, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020 and previously spent nine years at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Carrie Smith is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 after previously working at Obra Capital, CorePower, and Applied Materials. Prior to her advisory role, she was a homemaker for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Robert Torrington is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Falls Funding LLP. He serves as an officer and treasurer on the board of Quantum House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matt Edwards is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. since 1998. 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 with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

David Sanders is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analyses.

Scott Smith is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at The Regenesis Collective, LoudCrowd, MVF Global, Project Partners, and Elbit Systems of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Marion Foxworth is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, she worked at ProEquities, Inc. for 11 years and Northwestern Mutual Investment Management for 6 years. She also operates Foxworth Advisors, a business through which she sells life and disability insurance on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services that include financial planning and access to model portfolios, third-party asset management, and institutional platforms.

David Jones is a CFP® professional with 40 years of industry experience, currently serving at Edward Jones since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Florida Grand York Rite Bodies Investment Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.