Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 17 years of industry experience. She previously worked at Cambridge Investment Research Advisors and has been involved with On The Mark Financial Services, Inc. since 1991 as a tax planner, CEO, and insurance agent. Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm uses a fiduciary approach with tailored portfolios and offers services including investment management through a Schwab Institutional wrap program, retirement plan advisory, and educational workshops.

Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

Gary Lutes Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Tillman Hartley LLC since 2004. He holds a Series 65 license and works out of Candler, NC. Tillman Hartley LLC provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process is based on Modern Portfolio Theory and includes individualized Investment Policy Statements, model portfolios, and ongoing portfolio monitoring.

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.

Kerry Keihn is a Certified Financial Planner™ with eight years of industry experience, currently serving at Abacus Wealth Partners. Prior to joining Abacus in 2025, Keihn worked at Prime Capital Investment Advisors and Earth Equity Advisors, gaining experience in various advisory roles. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, and institutions. The firm employs a passive-oriented, asset-class investment approach with ESG screening options, and offers tailored portfolio management along with private fund investment opportunities through its Align Impact fund.

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.

Kristen Revis is a CFP® professional with experience at Mercer Global Advisors Inc. dating back to 2022, as well as prior roles at Starks Financial Group and Valta Inc. She is currently based in Leicester, NC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services combined with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Rebecca Upton is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services and Starks Financial Group. Outside of finance, she teaches piano lessons in Clyde, North Carolina. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

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.

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.

Charles Miller is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Edward Jones in 2025, he worked at State National Companies/Markel Insurance for nine years. Outside of his advisory role, he is co-owner of Cave Canis Kennels, a dog training and breeding business, and owner of Angels BBQ, a catering business in Hendersonville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

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.

Christopher Moser is a financial advisor with Ameriprise, holding a Series 66 designation and with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a non-investment-related business ownership through CRM LLC. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with its financial advisors.

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.

Mark Lear is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. He holds the Series 66 designation and operates out of Canton, NC. Outside of his advisory role, Lear is involved in healthcare operations as an operations manager and board secretary for Twenty 20 Optometric Group, P.A. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial service providers.

Eric Purdy is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has also worked as a health inspector for the Rutherford Polk Mcdowell Health District since 2019 and previously served in roles with Buncombe County. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from various sources.

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.

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.

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.

Kara Bridges is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience, all of which have been with the firm since 2014. She is based in Canton, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

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.

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.

Robert Gevjan Jr. is a CFP®-designated financial advisor with Edward Jones, based in Canton, NC. He has 12 years of industry experience and has been with Edward Jones since 2013. Gevjan serves on the boards of the Tuscola Park Home Owners Association, the New Covenant Church Endowment & Investment Program, and The Community Kitchen food pantry. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Sandi Carroll is a financial advisor at Ameriprise in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2017, she worked at Catherines for three years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Jeffrey Weller is a financial advisor with Edward Jones in Asheville, NC, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Weller serves as a board member for Asheville Masters Swimming, assisting with planning swim meets, pool time, and fundraising activities. 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 provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.