Nicole Foxworth is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2023 and previously with Concourse Financial Group Securities from 2016 to 2023. Outside of investment advising, she is also employed at Everside Health, a healthcare company, where she has worked since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions through a large network of advisors and utilizes a broad platform that includes strategic, tactical, and alternative investment options.

Adam Groff is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and previously worked for HomeTrust Bank for ten years. Outside of his advisory role, Adam creates and posts videos of his dogs on YouTube. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Juan Suarez is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Edelman Financial Engines since 2024 and previously held roles at Rocket Mortgage, Portfolio Medics, LLC, LPL Financial, AXA Advisors, and other firms. Outside of financial advising, he owns a mattress sales business in Marion, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management across a large client base.

Peter Niemczyk is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2007 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2007. Outside of his advisory role, Niemczyk operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Carli Petit is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2006. 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.

Brent Ion is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Oppenheimer & Co. Inc, and Ategenos Capital. 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 from Wells Fargo Investment Institute and third‑party sources.