Robert Sheppard is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked at Truist Investment Services and Truist Bank. Outside of finance, he owns and operates Basil and Bunz Ventures LLC, a custom woodworking, furniture, and laser engraving business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Mack Nesbit is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and four years of industry experience. He has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Davis Financial Planning. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Cal Rains II is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2006, following eight years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory programs and services, including asset management, consulting, and retirement planning, utilizing both discretionary and non-discretionary approaches.

Andrew Hall is a CFP® professional at Beacon Pointe Advisors, LLC with experience starting in 2019 across multiple roles both within and outside the financial industry. His background includes time at FORVIS/DHG and involvement with Camp Cedar Cliff. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jonathan Payne is a financial advisor with Oppenheimer who holds Series 65 and Series 66 licenses and has 27 years of industry experience. He has worked at Oppenheimer since 2009, following roles at Stanford Group Company, UBS Financial Services, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Michael Scott is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at TD Bank N.A., North Star Heritage Group, Allstate Financial Services, TD Ameritrade, Edward Jones, LPL Financial, and Sammons Financial Network. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Brenda Mccleerey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked at Oppenheimer since 2009 and previously spent nine years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation and personalized consulting, with a notable proportion of assets managed on a non-discretionary basis.

Sandra Newberry is a financial advisor at Oppenheimer with 25 years of industry experience. She has held roles at Oppenheimer since 2018 and previously worked at First Citizens Investor Services for seven years. She holds Series 63 and Series 66 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services across discretionary and non-discretionary accounts, with a focus on strategic asset allocation, manager selection, and client-specific investment policy development.

Efren Vintimilla is a financial advisor at First Citizens Investor Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Citizens Investor Services and First Citizens Bank since 2020, following roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he serves as Treasurer of the Asheville Biltmore Rotary Club and is involved with the Blue Ridge Humane Society in Hendersonville, NC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and asset allocation using fundamental, quantitative, and technical analysis.

Brian Weinkle is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016. Prior to that, he spent over 20 years at Morgan Stanley in various roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm combines research from its investment institute with third-party data to support diversified portfolio construction and provides both brokerage and advisory services.

Peter Roe Jr. is a financial advisor with Cetera in Asheville, NC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His work history includes roles at Fora Travel, Huffman & Associates, and Cetera Advisors LLC. Outside of advising, he serves as chair of the Camp Grier board and president of the Community Land Trust of Western North Carolina. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, retirement services, and access to various program structures and third-party managers.

Gary Hannah is a financial advisor with Robert Baird & Co. in Asheville, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. prior to that. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of strategies from traditional allocations to complex non-traditional investments, including discretionary management and overlay services.

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill Lynch in 2021 as a Client Associate after a 21-year career in banking management and transitioned in 2024 to the role of Financial Advisor alongside her longtime colleague. In her current role, Belva focuses on personal retirement planning, women and wealth, and retirement income, utilizing her extensive experience in banking and wealth management to assist clients in meeting their financial goals. Belva holds a bachelor's degree from the University of North Carolina System. She is a Personal Investment Advisor (PIA) and emphasizes building strong client relationships through listening and understanding unique circumstances and multi-generational goals. Her approach includes expanding clients' financial knowledge to support informed decision-making. Outside of her professional commitments, Belva is an active member of her local church in Haywood County. She lives in Waynesville, North Carolina, with her husband Josh, their two children, and their Boston terrier. She also volunteers with the Tuscola Athletic Club and has served on the Waynesville Rotary Board. Belva enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

Skye Ferrell is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. Prior to joining Wells Fargo in 2023, Skye worked at UBS Financial Services for seven years. Outside of advising, Skye has ownership interests in an e-commerce business and commercial real estate ventures in Asheville, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Justin Powell is a financial advisor with LPL Financial in Asheville, NC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2021. Outside of his advisory work, he is a freelance musician and part of a music band. 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 and brokerage services, including financial planning and access to various portfolio programs, with advisors using both model and customized investment strategies.

Heather Knox is a financial advisor at RBC Capital Markets in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at First Bank, Movement Bank, Self Help Credit Union, and PNC Bank, where she spent 20 years. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers and investment options.

Rose Price is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience at North Carolina State University, Tupelo Honey Southern Kitchen & Bar, and Barnes & Noble. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.

Catherine Hitesman is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley and Citigroup Global Markets. She serves on the Endowment Committee of the YMCA of Western North Carolina. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from its Investment Institute and third-party sources to apply diversification principles and modern portfolio theory in its investment approach.

Suzanne Landan is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones for a total of ten years, and previously worked at FCO Bend for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.