Kaylee Bateman is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Fidelity Brokerage Services LLC, and Starbucks Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies with fiduciary oversight.

Dillon Vess is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He previously worked at Shore Capital Partners, Nashville Capital, and Raymond James Investment Bank. Outside of his advisory role, he is an independent contractor and partner at Elk Mountain Wealth Partners, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools and supports specialized areas such as municipal finance and SIMPLE IRA employer advisory services.

Joseph Baker is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked in the automotive industry at Hunter Auto Group and two Toyota dealerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Joseph Price is a financial advisor at Edward Jones in Asheville, NC, with 14 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 63 designations and has been with Edward Jones since 2011. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Brianna Parrott Parkins is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Raymond James, she worked at Wells Fargo Advisors for five years. Outside of her advisory role, she is involved in agriculture and farming businesses, serving as co-owner and CEO of J Creek Custom Meats, LLC, and owner of Doc Graham Farm LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both institutional and municipal clients through a broad advisor network.

Emily Rider is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she held roles at Rowan County, Paul L Dunbar Group, and worked as self-employed, as well as positions in education with Manhattan Elite Prep and Rowan-Salisbury Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm manages approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Sara Kaldahl is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for Team Rehabilitation Physical Therapy from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. 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.

David Greiner is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with Merrill since 2003 and has worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Bell is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple business activities, including co-ownership of a financial planning firm and work as a sports commentator and entertainer in various media roles related to football and television. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Eugene Szymanski is a financial advisor with Merrill, holding the ChFC® designation as well as Series 63 and Series 65 licenses. He has 48 years of industry experience, including over three decades with Merrill and 15 years at Bank of America, N.A. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Geddings Crawford Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott for 12 years before joining Raymond James in 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary investment consulting and supports its clients through various advisory programs and institutional consulting services.

Kathryn Ward is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wade Howell is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has previously worked with Avantax and Legacy firms. Howell also serves as a registered agent and financial advisor at Legacy Tax and Accounting and Legacy Capital Advisor, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies.

David Hart is a CFP® professional with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors. His work history includes positions at LPL Financial, Commonwealth Financial Network, and ownership of Paragon Financial, LLC. He is involved in community and educational activities as a board member of the UNC Chapel Hill Board of Visitors and the WNC Bridge Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a variety of account platforms and proprietary model strategies.

Michelle Cox is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, Commonwealth Financial Network, and Paragon Financial. Outside of her advisory role, she is a commissioned notary public in Asheville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Jennie Wells is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Charter/Spectrum and Verizon Wireless before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs without including implementation. The firm combines goal-based analyses with managed-account options through its WealthPlan program, maintaining separate planning and investment management services.

Kale Olson is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He holds a Series 66 designation and has worked previously at JJB Hilliard WL Lyons LLC and Oppenheimer & Co. Olson serves as trustee for several family trusts established for the benefit of his children, overseeing their investment strategies. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, employing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Charles Miller is a financial advisor with Edward Jones in Asheville, NC, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Edward Jones, he worked nine years at State National Companies/Markel Insurance. Outside of his advisory role, he is co-owner of Cave Canis Kennels, a dog training and breeding business, and owns Angels BBQ, a BBQ catering business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Vicki Epley is a CFP®-certified financial advisor with 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 1999. 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.

Breona Leamon is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2020. Prior to Merrill, she was employed at Centaurus Financial, Inc and has experience in other roles including positions at Hollywood Feed, Urban Dog Retreat, and Mars Hill University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.