The Power of Free Cash Flow Seminar

Ben Rodriguez, Financial Advisor, Edward Jones

828.369.5061  •  benjamin.rodriguez@edwardjones.com

I began my career working in the banking industry at Entegra Bank. After five years, I decided to move into finance. So, I transferred to Edward Jones during the start of the COVID-19 pandemic. Though the markets were down and the positive cases were rising, the culture of Edward Jones allowed me to quickly feel appreciated and grateful for a long-term career. As a financial advisor, I believe hard-work, honesty and passion are some of my best qualities. I enjoy listening to people and finding out what is most important to them. After that, we use the strategies and solutions Edward Jones provides to help them. I value the privilege of helping people meet their financial goals. I attended Southwestern Community College and then transferred to Western Carolina University and earned my bachelor's in marketing. After that, I attended Cameron University and earned my master's degree in business administration. Through it all, I married my high school sweetheart, Kandis, and we have two amazing children, Ivory and Rome. Some of my hobbies include beach volleyball, hiking and fishing. I am a member of Franklin Daybreak Rotary club and enjoy doing many community projects to help better this amazing place. My relationships are built with trust and serviced with care. I would appreciate the opportunity to meet you!

Latisha Perkins, Financial Advisor, Edward Jones

828.354.4298  •  latisha.perkins@edwardjones.com

I am a native of western North Carolina and consider myself blessed to live and work in the mountains that I treasure. I have 31 years of experience in the financial services industry and strive daily to make a positive impact on the community I love and those I serve. As a financial advisor, I specialize in helping individuals and families achieve financial security and build lasting wealth. My mission is to empower my clients with personalized strategies that align with their unique life goals and values. I believe that successful planning goes beyond numbers and is about understanding what matters most to you. Whether you're preparing for retirement, living in retirement or growing your investment portfolio to achieve life goals, I'm committed to guiding you every step of the way. I take a client first approach emphasizing trust, transparency and education. I strive to simplify complex financial concepts, empowering you to make informed decisions with confidence. By understanding your lifestyle, values and aspirations, together, we can create strategies designed to meet your long-term goals. I live in Haywood County with my husband, Willie, and my dog, Waylon. Willie and I have a son and daughter-in-law, Grayson and Sidney. I enjoy spending time at the lake, hiking and reading. I welcome the opportunity to partner with you to achieve your "rich".

Andrew Orischak, Managing Director, Pacer ETFs

Andrew Orischak is the Managing Director for Pacer ETFs covering the Carolinas. Andrew grew up in Hilton Head, SC and currently lives in Charleston, SC. He attended the University of Virginia, where he was a three-time captain of the Men’s Golf Team, earning a BS in Psychology and an MS in Commerce. After college, he spent a couple of years in Philadelphia serving on the Key Accounts team for Pacer ETFs wherein he focused on product approvals onto various Wirehouse/BD investment platforms. In August of 2023, he moved back to the Carolinas to focus on the external distribution of Pacer run strategies. For better or for worse, he loves his job and will be the face of Pacer ETFs in the Carolinas for the foreseeable future.