Suzanne Landan is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, including a prior period ending in 2024, as well as at FCO Bend from 2008 to 2017. 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 under management and offers a broad range of investment strategies and advisory services through a nationwide network of advisors and branch offices.

Stephen Herbert is a ChFC® credentialed financial advisor with Edward Jones, based in Asheville, NC. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Christopher Lambrecht is a financial advisor with LPL Financial in Asheville, NC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with LPL Financial since 2011. Lambrecht also operates a DBA named Grove Park Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to a range of model portfolios and research.

Savannah Mc Clure is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has held multiple roles at the University of Phoenix and has been with Merrill since 2008. Outside of her advisory work, she is involved as a general partner and managing member of a small family farm business in Marion, NC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Eric Stoneman Jr. is a financial advisor with Raymond James & Associates who holds the Series 66 designation and has nine years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill. He serves as an advisory board member for Serve to LEAD, a charitable organization based in Asheville, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Angela Rutledge is a Series 66 registered financial advisor at Merrill in Asheville, NC, with 18 years of industry experience. She has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill 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 developed by internal and third-party managers.

James Guffey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Black Mountain, NC. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Joseph Polhamus is a financial advisor with Merrill in Asheville, NC, holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2019 and previously held roles in property management and general contracting. 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 for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Douglas Bailey is a financial advisor with Merrill in Asheville, NC, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1987 and Bank of America since 2009. Outside of his advisory role, he serves as a director of Penland Bailey Company, a family business involved in mining, forestry, and leasing, and is a board member and membership committee member of Biltmore Forest Country Club. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Grimes is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the treasurer for the Stonecrest Homeowners Association in Black Mountain, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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 menu.

Robert Melton is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his father and holds power of attorney for his mother, both involving investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, including discretionary options and a broader range of financial products than typical for large institutional advisers.

Jeffery Palmer is a financial advisor at LPL Enterprise with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, he spent over three decades at Prudential Insurance Company of America and its affiliate Pruco Securities. He serves as an advisory board member for The Makers Box, a nonprofit organization formerly known as Orbie for Orphans. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with the sale of financial products including insurance.

Gary Grisham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, he is a passive investor in Quaterra Resources, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by extensive research and model manager options.

Samuel Grinnan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked at Warner Pacific Insurance Services for nine years and attended Pennsylvania State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Wes Conner is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is involved in real estate ownership in North Carolina. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Kelley Floyd is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kelley worked in various roles within the mortgage and lending sectors. Outside of advising, Kelley and her husband are involved in hospitality through ownership of a historic inn, with her husband managing the day-to-day operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, backed by a large network of financial advisors and branch offices, and provides comprehensive services including tax-efficient investing and trust capabilities.

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.