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.

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.

Justin Clapsaddle is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Sylva, NC. His background includes roles at United Community Bank, Cherokee County Schools, and several financial services firms. Outside of finance, he operates War Metal Forge/Clapsaddle Knives, a home-based business focused on custom knives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of financial planning and asset management services supported by a large network of advisers and advanced research tools.

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.

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.

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.

John Christian IV is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® and CFA® designations and has prior experience at Lincoln Financial Advisors, SunTrust Bank, and J.P. Morgan. Outside of his advisory role, he is an agent involved in the sales and service of insurance products and owns a legal entity that holds real estate interests. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with a variety of investment options and third-party solutions. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios and supports multiple advisory platforms and legacy program transitions.

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.

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.

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.