Daniel Heth is a financial advisor with Preserve Wealth Management in Weaverville, NC. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience. Prior to founding Preserve Wealth Management in 2019, he worked for UBS Financial Services and Merrill. He is involved with the Heth Family Foundation, serving on its committee for grant making and investment allocation. Preserve Wealth Management serves individuals, high-net-worth families, pension and 401(k) plans, and corporations. The firm offers discretionary portfolio management and comprehensive financial planning, using quantitative risk modeling and a documented investment process that includes institutional mutual funds, ETFs, and alternative instruments.

Anne McFarland is the founder of Integrated Financial Coaching and Planning, an independent firm based in Weaverville, NC. She holds the CFP® designation and a Series 65 license, with 11 years of experience in financial planning. Prior to founding her current firm, she worked at Davis Financial Planning for nine years. In addition to her financial advisory role, she provides life and business coaching through a separate registered entity. Integrated Financial Coaching and Planning serves individuals, families, high-net-worth clients, and small businesses with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation approach focused on diversification, cost control, and tax efficiency, primarily using no-load mutual funds and ETFs, and offers fixed-fee and limited-engagement billing arrangements.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC in Montreat, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His past roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment approach focused on asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management primarily through a bundled wrap-fee program alongside a separate consulting service.

Michelle Jackson is a Series 65-licensed advisor with Chicory Wealth in Weaverville, NC. She has been with Chicory Wealth since 2025 and previously spent ten years with The Look & The Feel, LLC. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers.

Kristen Revis is a CFP® professional with one year of industry experience, currently affiliated with Mercer Global Advisors Inc. She has held various roles within Mercer since 2022 and has prior experience at Starks Financial Group and Valta Inc. Outside of finance, she worked at Fantastic Sams from 2015 to 2021. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

James Hofheimer is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at Toroso Investment, LLC and Rothschild Investment Corp. Outside of his advisory work, he serves sporadically as an arbitrator in FINRA dispute resolution. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process that employs firm-approved tools and modeling techniques.

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.

Gary Grisham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, he is a passive investor in Quaterra Resources, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing a range of portfolio management styles supported by extensive research and model manager options.

Emily Rider is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, she held roles at Rowan County, Paul L Dunbar Group, and worked as self-employed, as well as positions in education with Manhattan Elite Prep and Rowan-Salisbury Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds under a fiduciary standard. The firm manages approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

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 in Burnsville, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Cambridge since 2008 and has prior experience at The Householder Group and Truist Investment Services. Outside of advising, he serves as treasurer for St. Thomas Episcopal Church and teaches retirement classes; he is also training to become a Professional Barbell Coach to open a business in retirement. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

David Wilson is a financial advisor with LPL Financial in Burnsville, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at United Community Bank, Bank of America, Merrill, and Hancock Investment Services. Outside of advising, he owns Southern Spoon Inc., a non-investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolios, and institutional platforms.

Richard Trouillot is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley DW Inc. from 1997 to 2005. He holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

James Womack Jr. is a Series 66-registered financial advisor with 18 years of industry experience, currently with Cambridge Investment Research Advisors. His prior experience includes roles at Commonwealth Financial Network, Stratos Wealth Partners, LPL Financial, and Edward Jones. Outside of his advisory work, he serves as president of AVL Financial, LLC, a firm engaged in investments and insurance sales. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Dwayne Dills is a CFP® with 22 years of industry experience, currently advising at LPL Financial since 2025. He previously worked at Grove Point Investments, Southeast Investments N.C., and U.S. Financial Advisors. He also operates a CPA firm, Dwayne M Dills CPA PC, focused on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Hartman is a CFP® with 17 years of industry experience, currently serving clients at Edward Jones in Weaverville, NC. He 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 offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lauren Hackler is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. She has experience primarily in technology and software roles prior to joining the financial services industry in 2026. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Scott Mcdonald is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses, with 16 years of industry experience. In addition to his advisory role since 2015, he has worked extensively as an optometrist, currently practicing at Optometric Eye Care Center and Elevate Eye Care. He is also involved in owning and managing Innovative Financial Planning, LLC, and Gryphon Capital, Inc., a real estate investment business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured annual planning engagements using firm-approved analytical tools and offers various programs including estate-settlement and employer-sponsored planning.

Deborah Mclaughlin is a financial advisor with Thrivent Investment Management in Lakeland, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning and analysis without discretionary trading authority. The firm allows clients to combine planning with managed-account services while keeping these functions separate.

Howard Kobrin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and carrying 41 years of industry experience. His prior roles include six years at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Laurie Gerdy is a CFP®-certified financial advisor with 19 years of industry experience, currently with Ameriprise in Weaverville, NC. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Vickers is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Edward Jones across multiple periods since 2016, with prior roles at Renasant Bank and LPL Financial. 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 strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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.

Christina Hale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Merrill and UBS Financial Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles and proprietary research, with planning relationships typically non-discretionary and client-directed.

William Boughton is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. He serves as a board member for Helping At Risk Kids (HARK) in Asheville, a nonprofit supporting abused and neglected children, and is president of the Weaverville Business Association as well as vice president of the Wolf Ridges Property Owners Association. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.