Elizabeth Waters is a CFP® professional with 17 years of industry experience. She is currently with Farther and has previously worked at Commonwealth Financial Network and operated Stable Waters Financial. Waters is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing.

David Preston Jr. is a financial advisor at Edward Jones with 23 years of industry experience. He has held his position at Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Theodore Goshorn is a financial advisor at Edward Jones in Bryson City, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with multiple United Methodist Church organizations and Reinhardt University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Daniel Tumba is a financial advisor at Merrill with 19 years of industry experience. He holds CFP®, CFA®, and Series 66 designations and has worked at firms including JP Morgan Chase, J.P. Morgan Securities, and First Republic Investment Management. He serves on the board of directors for the JDRF Greater Palm Beach County Chapter, a charitable organization focused on type 1 diabetes. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Joyce Wilkie is a financial advisor with Edward Jones in Bryson City, NC, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2014. 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 advisory programs and investment options under a fiduciary standard.

Adrienne Kies is a financial advisor with Raymond James Financial in Bryson City, NC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2014 to 2022 before joining Raymond James Financial and its affiliated entities in 2022. 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 employs a non-discretionary approach tailored to client goals using risk profiling and modeling tools, and it is notable for its municipal advisor affiliation and specialized advisory programs.

Latisha Perkins is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2024, she worked for nine years at Atlantic Bay Mortgage Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.