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.

Marie Swingle is a financial advisor with Ameriprise in Arden, NC, holding Series 63 and Series 65 licenses and totaling 26 years of industry experience. She has been with Ameriprise and its predecessor Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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, 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.

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.