Warren Overman Jr. is a financial advisor at Springboard Financial Services in Black Mountain, NC, holding a Series 65 designation with three years of industry experience. He also operates Springboard Tax Preparation and works as a river guide for Asheville Adventure Company during the summer months. Springboard Financial Services serves individual and family clients with tailored financial planning and portfolio management, primarily using passive investment strategies implemented through model portfolios from a single recommended custodian. The firm offers ongoing oversight and one-on-one planning through virtual and in-person consultations.

Jean Alden is a Series 65 licensed financial advisor with 18 years of experience, serving clients through Liberated Investor Advisors, LLC since 2008. The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both high-net-worth and non-HNW investors. Liberated Investor Advisors utilizes model portfolios and third-party money managers to implement investment strategies focused on diversification and long-term purchase approaches across ETFs, mutual funds, and individual stocks. The firm operates as a small, single-advisor practice, with Jean Alden directly managing client relationships.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

Douglas Alden is a financial advisor with Liberated Investor Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked with Winning Point Advisors, L.L.C. and Efficient Advisors, LLC, and serves as president of Alden Agency, Inc., an independent insurance agency specializing in life and disability insurance sales. Liberated Investor Advisors primarily serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers across various asset classes and strategies, combining investment advisory services with licensed insurance offerings and solicitor arrangements.

Upon graduating from Liberty University with a Bachelor's Degree in Business Administration and a major in Financial Planning in 2019, Logan began his career at a firm in Atlanta. After getting married in 2021, Logan and his wife McKenzie left the big city for the mountains of Colorado, while Logan worked remotely for a large firm in Chicago. Logan has passed the Series 65 exam, Uniform Investment Advisor Law Examination, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Logan says, "I enjoy this business because it gives me an opportunity to build strong relationships and serve clients in a very important area of their lives. I take that responsibility very seriously and really look forward to building long-lasting and meaningful relationships with those that I get to interact with and serve." Logan was a collegiate athlete during his time at Liberty University and loves being outside. Logan and McKenzie enjoy spending time with their family and friends, as well as hiking, biking, camping and water sports, all of which are motivating factors in bringing them back to western NC (although they look forward to vacationing out west during ski season!). They are passionate about serving in their community, and will look to do so through their church and other volunteer opportunities.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a top-down approach to asset allocation, emphasizing dividend-oriented equities selected through quantitative and fundamental analysis, and utilizes a diverse range of investment instruments to manage risk and volatility.

Alexis Cole is a CFP® professional with 20 years of industry experience, currently serving at California Capital Management since 2013. Her prior roles include positions at Purshe Kaplan Sterling Investments and LPL Financial. Outside of her advisory duties, she serves as treasurer and board member of the Southern California Reined Cow Horse Association and holds board positions with other local community organizations. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities, managing approximately $358 million in discretionary assets. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, utilizing a range of investment vehicles tailored to each client’s risk tolerance and goals.

Aaron Symonette is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with International Assets Advisory, LLC and related entities since 2016. Outside of his advisory role, Symonette serves as an assistant coach and defensive coordinator for youth football. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team-based approach.

Dustin Poteat is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and a background that includes roles at Crane Resistoflex and Premier Insurance Services, Inc. Outside of his advisory work, he serves as a consultant in operations and analytics for a manufacturing firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model and multiple analytical approaches to support client portfolios.

Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

John Mills is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Guardian Life since 2014 and previously at Stifel and Merrill. Outside of his advisory role, he manages a shared farm property in Kansas and serves as successor trustee and executor for a family estate. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside planning and consulting services tailored to client needs.

Catherine Morris Nink is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Phillips Financial Group LLC, Nylife Securities LLC, and Pharo Management, Inc. She has an ownership interest in a rental property outside of her advisory work. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

James Guffey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in Black Mountain, NC. He has 14 years of industry experience, all of which have been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

James Engelman Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Life Insurance Company and American United Life. His experience also includes a background outside of finance at Quality Care Transmission & Auto. 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 strategies through a nationwide network of more than 23,700 financial advisors.

Samuel Grinnan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked at Warner Pacific Insurance Services for nine years and attended Pennsylvania State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Joseph Baker is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked in the automotive industry at Hunter Auto Group and two Toyota dealerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

Rodney Kirkner is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments, LLC, and Lincoln Financial Advisors Corporation. He is also involved in insurance sales related to non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology solutions and a broad network of over 22,800 advisors.

Sara Kaldahl is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for Team Rehabilitation Physical Therapy from 2018 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Averyl Basolo is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, her background includes positions at Hobby Lobby, The Master's University, The Men's Wearhouse, and involvement with the Republican GOP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

Brian Fortune is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. He previously worked for CETERA Advisor Networks LLC from 2013 to 2019. Outside of his advisory work, he is a committee member volunteer for the YWCA in Asheville, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options with both discretionary and non-discretionary strategies, including proprietary models and access to third-party managers.

Michael Daye is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2007 and also serves as an operations manager and financial advisor at Joe Davis Financial Associates, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Scott Roy is a financial advisor with Edward Jones in Black Mountain, NC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he co-owns a property that includes office space and storage units. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets with a large national network of advisors and branches, providing both discretionary and non-discretionary strategies under a fiduciary standard.

John Rinker is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a dietary supplement drink business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Kyle Jambon is a ChFC® and Series 66-licensed financial advisor with Edward Jones in Fairview, NC, where he has worked since 2011. He has 14 years of industry experience. Outside of his advisory role, Jambon serves on the Immaculata Catholic School Board and volunteers as a baseball umpire for South Buncombe Youth Baseball. He also serves as secretary for the Knights of Columbus Council 8923 and hosts a podcast. 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 manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Daniel Steinberg is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and modeling techniques.

Joseph Davis III is a financial advisor with Raymond James Financial in Marion, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Edward Jones from 2001 to 2006 before joining Raymond James Financial Services. Outside of advisory work, he owns and operates a storage business and several rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through municipal advisor affiliation.

Juan Suarez is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Edelman Financial Engines since 2024 and previously held roles at Rocket Mortgage, Portfolio Medics, LLC, LPL Financial, AXA Advisors, and other firms. Outside of financial advising, he owns a mattress sales business in Marion, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management across a large client base.

Carli Petit is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2006. 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 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.