Kara Bridges is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which have been with the firm since 2014. She is based in Canton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

C. Hill is a financial advisor at Merrill with 26 years of industry experience and holds Series 63 and Series 66 designations. He has worked at Wells Fargo Advisors LLC for 21 years and briefly at Edward Jones before joining Merrill and Bank of America in 2017. 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 for individuals, high-net-worth clients, and institutions, combining internal and third-party management with integrated trading and custody services.

Roger Aiken is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory work, he serves as Master of Ceremonies at the Billy Graham Training Center at The Cove, a Christian retreat center in Asheville. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marie Dotson is a financial advisor with Ameriprise in Hendersonville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience at Micis and CDASS. Outside of financial services, she is involved with Triangle Stop Food Stores. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and algorithmic tools to deliver written, non-discretionary recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies.

Emily Marr is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. She also has a ten-year tenure with New Covenant School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income stability and tax-aware withdrawal strategies.

Jeffrey Schiffman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at UBS Financial Services, Banc of America Investment Services, and Merrill. Outside of his advisory work, he is also an agent for fixed insurance products through Providence Brokerage Services, focusing on whole life and universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Whelan is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Grice is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Janney Montgomery Scott for 12 years before joining Wells Fargo Advisors in 2025. He holds the Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in real estate through 4G Real Estate LLC and co-owns Grice Financial, LLC, a wealth management business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services ranging from retirement and risk planning to business-owner transition and niche analyses.

Nicole Barrett is a financial advisor with LPL Financial in Asheville, NC, holding CFP® and Series 66 credentials and bringing six years of industry experience. She previously worked at Edward Jones for five years and Mission Health for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Michael Cano is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Cano is the CEO of Cano Wealth Strategies, LLC, and serves on the finance and investment committee of The Henderson County Education Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal advisory work through a unique affiliation with a municipal advisor.

Juan Alvarado is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Bank and its affiliates for a total of eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Amoroso is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in roles at SWTCH Energy Inc., Payzer, Sacred Sun Power Sources Co., Ltd., Pink Energy, Better Mortgage Corporation, and Tesla. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Carrie Smith is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 after previously working at Obra Capital, CorePower, and Applied Materials. Prior to her advisory role, she was a homemaker for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Robert Torrington is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Falls Funding LLP. He serves as an officer and treasurer on the board of Quantum House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matt Edwards is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Scott Smith is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at The Regenesis Collective, LoudCrowd, MVF Global, Project Partners, and Elbit Systems of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Ryan Watkins is a financial advisor at Edward Jones with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, Watkins worked at Stryker Corporation for 16 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 programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Theodore Whitlock is a Series 66-licensed financial advisor with Edward Jones in Brevard, NC, where he has worked since 2018. He has seven years of industry experience and previously owned a fly fishing outfitting business, Altamont Professional Services LTD. Whitlock has also been involved with Altamont Anglers since 2004. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marion Foxworth is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, she worked at ProEquities, Inc. for 11 years and Northwestern Mutual Investment Management for 6 years. She also operates Foxworth Advisors, a business through which she sells life and disability insurance on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services that include financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Heather Banks is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Outside of her advisory work, she owns and coordinates a real estate rental property. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to insurance products and affiliated trust services.