Robert Pearce is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance offerings.

Dwayne Powell is a CFP® with 23 years of industry experience, currently serving at Robert Baird & Co. since 2019. He previously worked at J.J.B. Hilliard W.L. Lyons, LLC starting in 2013. Outside of his advisory role, Powell is vice chairman of a local Little League Baseball program and serves on the advisory board for Western Carolina University's finance department. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies and investment vehicles.

John Mccormick Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

David Maupin is a CFP® and ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Douglass Rostick is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and is based in Mills River, NC. 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 under management and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Sampson is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant varsity tennis coach and volunteers with the Henderson County Sheriff's Office, in addition to holding a board position at a local nonprofit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. 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.

Johnny Bryant is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several firms including Avantax and CSSC Brokerage Services, and he operates Bryant Consulting LLC, a CPA consulting practice focusing on income, estate and trust taxation, and litigation services. Bryant also serves as a trustee for an irrevocable insurance trust. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services across various program structures and custodial relationships.

Barry Macdonald is a financial advisor with OSAIC in Hendersonville, NC, holding a Series 66 designation and having 25 years of industry experience. He has worked at Royal Alliance since 2016. Outside of his advisory role, he is president of Clear Picture Retirement Plans, an S-corporation involved in selling fixed annuities, and hosts a sole proprietorship managing bookings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions. The firm employs firm-provided asset-allocation tools and supports a variety of investment products with discretionary and non-discretionary account management options.

Jamie Morton is a financial advisor with Merrill based in Hendersonville, NC. He holds a Series 66 designation and has 14 years of industry experience. He has been with Merrill Lynch since 2007. Merrill, together 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 developed by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Simmons is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Vanguard Group and Capitol Financial Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tyrel Keplinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is also a staff officer in the North Carolina National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions managed under a fiduciary standard.

Peter Niemczyk is a financial advisor with LPL Financial who holds a Series 66 designation and has 25 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2007. Outside of his advisory role, he operates a business entity, Peter Niemczyk, Inc., for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jared Fackrell is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones in 2023, he worked at Capitol Cider House and the Department of the Navy. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering various managed and advisory investment solutions under a fiduciary standard.

Laurel Glass is a Financial Advisor at Merrill Lynch Wealth Management. She works with individuals, families, and business owners to align their financial decisions with their goals and priorities, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, and investment strategy for both individuals and corporations. Prior to joining Merrill Lynch, Laurel held leadership positions in the financial services industry, including serving as Chief Compliance Officer for an institutional bond firm. Her background in client service, compliance, and risk management informs her methodical and thoughtful approach to financial advising. Laurel holds a Bachelor's degree from the Claremont Consortium of Colleges and is a Personal Investment Advisor (PIA). She is actively involved in her community, participating in committees supporting Fruitland Baptist Church and Safelight Inc. Outside of her professional work, Laurel enjoys fishing, hiking, scuba diving, traveling, and spending time with her family.