Thomas Clayton is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has 12 years of experience in the industry, working concurrently at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. Outside of his advisory roles, he volunteers with Wreaths Across America. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis rather than commission.

Steven Long is a financial advisor with Credit Union Investment Services in Sylva, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Credit Union Investment Services, he worked at Cambridge Investment Research, Inc. and has experience in various roles outside finance, including positions at Miller Well Drilling and Hilti North America. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost, no-load mutual funds and ETFs within a credit union ecosystem.

Colbie Dwiggins is a Series 66-licensed financial advisor at Credit Union Investment Services with two years of industry experience. She has held roles at Members Trust Company, SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advising, she serves as a life insurance agent and trust representative within affiliated organizations. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a salaried employee model under State Employees’ Credit Union and emphasizes client decision-making in investment implementation.

Wendolyn Forbes is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Advisory Services Network and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of her advisory role, she is an author of fiction, non-fiction, and poetry, and serves on multiple nonprofit boards including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also leads indoor cycling classes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies across asset classes, managing approximately $8.6 billion in client assets.

Jack Bishop III is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and the owner of Bishop Financial Group, LLC. He previously spent ten years at Edward Jones. Outside of his advisory work, he is co-owner of Bishop Endeavors, LLC, an entity connected to his financial services business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs, third-party asset manager access, and custodial services.

Sebastien Gruaz is a Series 66-licensed financial advisor with Valic Financial Advisors, Inc., with three years of industry experience. Prior to joining Valic, he held roles at AGIA and various healthcare organizations including United Surgical Partners International and MD Anderson Cancer Center. Sebastien is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Cameron Bennett is a financial advisor with Eagle Strategies (New York Life) based in Waynesville, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Outside of his advisory role, Bennett serves as a board member for the AYSO youth soccer organization and is pursuing a Master of Arts in Theological Studies through Westminster Theological Seminary. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

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.

Evan Mc Curry is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent nine years at Bank of America/Merrill Lynch and one year at Spring Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Martin Sohovich is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior experience includes 13 years at Edward Jones and several years within Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he owns Soho Properties, LLC, a business involved in leasing commercial office space. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Ashley Cedrone is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and seven years of industry experience. Her career includes multiple tenures at Edward Jones as well as a three-year period at Merrill. Outside of finance, she spent time working with Boojum Brewery Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory strategies and a network of over 23,000 financial advisors nationwide.

Caitlin Gilman is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at FSC Securities Corporation, Merrill, and Bank of America. In addition to her advisory role, Gilman teaches college algebra and calculus as a visiting lecturer at the University of North Carolina at Charlotte and serves as adjunct faculty at Central Piedmont Community College, where she tutors and teaches mathematics. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, employing various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes.

David Wilson is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Merrill, Bank of America, and Hancock Investment Services. Outside of his advisory role, he is the owner of Southern Spoon Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Dawn Mcallen is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corp for eight years before joining OSAIC in 2023. Outside of her advisory role, she owns and manages businesses that assist clients in organizing and digitizing personal and legal information. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including various asset classes.

Justin Castle is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at John Hamlin State Farm for one year before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Edmon Enfield III is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds the Series 66 designation and has worked at both RBC Capital Markets and City National Bank since 2013 and 2018, respectively. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through in-house and third-party investment managers.

Molly Boyce is a financial advisor with Edward Jones in Lake Junaluska, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones, she worked in marketing and design, including roles at Boojum Brewing Company, Moxxie Marketing, and her own business, Molly Boyce Designs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenny Martin is a CFP® with 10 years of industry experience, currently serving at Edward Jones in Waynesville, NC. She has been with Edward Jones since 2008. 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 large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Justin Clapsaddle is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Sylva, NC. His prior work includes seven years with Cherokee County Schools and recent roles at United Community Bank and LPL Financial. Outside of finance, he operates War Metal Forge/Clapsaddle Knives, a home-based knife-making business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and research resources.

Joseph Brown is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones Investments since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large network of advisors and branch offices nationwide.

Benjamin Lane is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years. Lane is also the principal owner of Lane Wealth Management, LLC, a full-time investment-related business. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad array of specialized planning options. Advisors at the firm develop tailored recommendations using proprietary research and planning tools, with implementation options available through various brokerage and advisory programs.

Jennifer Johnston is a CFP® professional with 13 years of experience, currently affiliated with Edward Jones since 2013. She holds Series 63 and Series 66 licenses and is based in Lake Junaluska, NC. Outside of her advisory work, she owns a rental property in Grass Valley, CA. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Jeffrey Muri is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial, Invest Financial Corporation, and United Community Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Jeremy Phillips is a Series 66 licensed financial advisor with Edward Jones in Waynesville, NC, where he has worked since 2008, accumulating 18 years of industry experience. Outside of his advisory role, he owns and manages a commercial rental property in Waynesville. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with approximately $1.01 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Landers is a CFP® professional with 34 years of experience at UBS Financial Services, where he has worked since 1992. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment strategies.

Joseph Grimsley is a CFP®-certified financial advisor with 13 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. and United Community Bank. He serves on the Towns County Board of Education and is involved in fishing tournament activities through High Stakes Fishing LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Christian IV is a CFP® and CFA® credentialed advisor with 22 years of industry experience. He is currently with OSAIC and has prior experience at Lincoln Financial Advisors, SunTrust, and J.P. Morgan. Outside of his advisory role, he serves as an insurance agent at Heritage Financial Consultants and owns JGC Ventures, LLC. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and other methodologies to construct diversified portfolios for clients with varied investment needs.

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.

David Roper is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has been with the firm and its related entities since 1997. Roper also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models and access to third-party managers, with services tailored to client objectives across multiple platforms.

Julie Lucas is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Prior to her current role, she worked for the Town of Franklin from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kelly Sparks is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked at several firms, including United Community Bank, Wells Fargo Clearing, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Emily Mc Curry is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She is the owner and founder of Ember & Ink Creative, LLC, a digital media business that provides personalized fictional novel recommendations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Bradley Martin is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Hancock Whitney and 21st Century Financial. Outside of his advisory role, Martin serves as a trustee of the Martin Family Trust and is a board member of the Avalon at Junaluska Property Owners Association. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a broad range of investment types.

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.

Eric Laorr is a financial advisor at Stifel with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019. Prior to that, he was employed at George K. Baum & Company from 2015 to 2019. Stifel serves a broad range of clients, including individuals and institutional entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Travis Brotherton is a financial advisor at Edward Jones in Waynesville, NC, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2022, he worked at Smith & Nephew and also served as a sales representative at Liberty Bicycle in Asheville. Outside of financial advising, he maintains a sales role at Liberty Bicycle. 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 wide range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Sonda Frattini is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Mass Mutual in 2025, she worked for Ameritas Advisory Services and Ameritas Investment Corp. Frattini also holds an insurance broker role at Park South Group, where she provides life, disability, long-term care, and fixed annuities insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and various investment programs, emphasizing collaborative, goal-based planning with optional implementation through brokerage or insurance arrangements.