Asheville, NC Woodfin Place Office

David Hart is a CFP® with 24 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2025. He has previously worked at Commonwealth Financial Network and LPL Financial and is the owner of Paragon Financial, LLC. Hart serves on the UNC Chapel Hill Board of Visitors and is a committee member of the WNC Bridge Foundation. 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 through a network of independent professionals. The firm offers a variety of investment solutions including proprietary model strategies and access to unaffiliated strategists, with options for discretionary and non-discretionary management across multiple platforms.

Michelle Cox is a financial advisor with Cambridge Investment Research Advisors in Asheville, NC. She holds a Series 66 designation and has 16 years of industry experience, including prior roles at LPL Financial, Commonwealth Financial Network, and Paragon Financial. In addition to her advisory work, she is a commissioned Notary Public. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various custody platforms and both discretionary and non-discretionary strategies.

Kelly Roark is a CFP® professional with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her career includes roles at Commonwealth Financial Network and LPL Financial, as well as ownership of Paragon Financial, where she also serves as Co-Trustee of the firm’s 401(k) plan. She is a board member and treasurer of The Franklin School of Innovation, a local charter school. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody arrangements and a range of portfolio management strategies, including proprietary models under the Founders Gate Capital brand.

Janet Byas is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and LPL Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and investment management services through a network of independent Financial Professionals, utilizing a range of portfolio management and advisory strategies.