Eric Perless is a financial advisor at Edward Jones in Hendersonville, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he worked at the North American Securities Administrators Association and has experience in roles including political campaigning and education. He also co-owned a coffee lounge for several years. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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 Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2011 and joined Merrill in 2020. He works with clients to develop personalized financial strategies that align with their short- and long-term financial goals, especially focusing on legacy planning, managing new wealth, and personal retirement planning. Keith holds a bachelor's degree in Psychology from Appalachian State University and 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). He specializes in assisting clients through significant life transitions such as career changes, business development, and retirement, offering a structured approach to long-term financial success. He lives in Hendersonville with his wife, Lara, and their three children. The family is active in the community and supports education. Outside of his professional work, Keith's personal 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 at Stifel with Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 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.

Christopher Moser is a financial advisor with Ameriprise, holding a Series 66 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a non-investment-related business ownership through CRM LLC. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with its financial 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.

Mark Lear is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. He holds the Series 66 designation and operates out of Canton, NC. Outside of his advisory role, Lear is involved in healthcare operations as an operations manager and board secretary for Twenty 20 Optometric Group, P.A. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial service providers.

Eric Purdy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has a background that includes health inspection work with the Rutherford Polk McDowell Health District since 2019, alongside his advisory role which began in 2018. Prior to that, he worked with Buncombe County for 14 years. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

James Tanner is a CFP® with 16 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Hendersonville, NC, and holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.