Nelson Faro is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform of affiliated trust, insurance, and brokerage services.

Bruce Shay is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation. Prior to joining Empower, he worked at Deloitte & Touche LLP for 23 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s administrative platforms.

James Gentry Jr Jr is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. In addition to his advisory role, he manages Freedom Odyssey LLC, a real estate holding entity related to his branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with a broad range of advisory programs and affiliated financial services supported by a nationwide network of approximately 23,701 financial advisors.

William Smith is a financial advisor with UBS Financial Services in Linville, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at UBS since 2009. Outside of his advisory role, Smith serves as an advisor on the Permanent Endowment Team for Hayes Barton United Methodist Church, assisting with the review of the church's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities to deliver tailored financial planning and portfolio management.

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.

Phillip Smelser is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and more than 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2008 and has worked with The Householder Group since 2004. Outside of his advisory work, he serves as treasurer for St. Thomas Episcopal Church in Burnsville, NC, teaches retirement classes, and is training to become a Professional Barbell Coach. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment solutions through independent financial professionals, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Thomas Perkins Jr. is a financial advisor with Edward Jones in Spruce Pine, NC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Verizon Wireless from 2015 to 2018. 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 range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Richard Honeycutt is a financial advisor with Edward Jones in Linville, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves on the Avery County Schools Educational Foundation Board. 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 financial advisors and branch offices.

Harry Crosby III is a financial advisor with Edward Jones in Spruce Pine, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Crosby serves as an assistant cross country coach for Avery County Schools during the fall season. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Jessica Palatucci is a financial advisor with Ameriprise, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate since 2015. In addition to her advisory role, she owns Palatucci & Associates, which manages her Ameriprise business, and co-owns L&J Operations LLC, an entity handling business expenses. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient income strategies.

George Verdone Jr. is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 47 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a limited partner in a working farm that sells hay and manages a private LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Kenneth Howell is a financial advisor at Edward Jones in Burnsville, North Carolina, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at North Carolina Farm Bureau and co-owned a restaurant business for over a decade. He also owned a management company related to his previous business, which is in the process of dissolution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm is notable for its extensive advisor network, retail footprint, and additional capabilities including a trust company and securities-based lending.

Stacey Clark is a financial advisor at Edward Jones in Linville, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Phillips Grading, Framework Development Group, and educational institutions such as Marjorie Williams Academy and Avery County Schools. She is also associated with the Grandfather Mountain Highland Games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm has a large advisor network and branch footprint and offers additional services such as tax-efficient management and securities-based lending.