Samuel Dyk Hershberger

Michael Bookhardt is the sole advisor at Affluence Advisory LLC in Mount Holly, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022 and has been the managing member of SIB General Contractors LLC since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and charitable entities, constructing individualized portfolios that emphasize low-cost, passively managed mutual funds and ETFs, guided by modern portfolio theory and a long-term equity orientation. The firm focuses on asset-allocation strategies with regular rebalancing, tax-aware adjustments, and a preference for custodial platforms offering SIPC and supplemental insurance.

Joseph Leonard is a financial advisor with Leonard Wealth Management, LLC in Lincolnton, NC, holding a Series 63 license and 24 years of industry experience. He previously worked at AE Wealth Management, Foundation For Financial Education, Formula Folio Investments, and Retirement Wealth Advisors. Outside of advising, he provides trumpet lessons and performances through his Cain Leonard Trumpet Studio and offers adult education on retirement planning. Leonard Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, hourly consulting, estate-settlement assistance, and discretionary portfolio management, using a combination of model portfolios, third-party advisors, and various portfolio construction techniques.

Matthew Kale is the sole advisor at Extraordinary Kale LLC and holds a Series 65 designation. He has one year of experience in the financial advisory industry and has prior work experience at Goodwill Catholic Media and PETSMART. Outside of his advisory role, he maintains an executive position with Goodwill Catholic Media. Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations, offering asset management, financial planning, and retirement-plan rollover advice. The firm combines hourly-billed financial planning and consulting with active portfolio management, using a primarily value-oriented, long-term approach alongside tactical and strategic asset-allocation techniques.

John Zarinsky is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He has been with SafeBridge LLC since 2016, including a prior tenure at AE Wealth Management, LLC, and Horter Investment Management, LLC. Zarinsky is licensed to sell life insurance and annuities but does not receive commissions from their sale. SafeBridge primarily serves individuals and families near or in retirement, focusing on retirement income planning, tax-aware advice, and discretionary investment management. The firm emphasizes long-term portfolio construction using low-cost index ETFs and high-quality fixed income, integrating tax planning and optional tax-return preparation.

Andrew Watkins is a financial advisor at Principal Advised Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He currently serves as a team lead at Principal Advised Services, offering investment advice to retirement plan participants. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to offer both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of proprietary products and services.

Vanessa Harris is a financial advisor with Focus Financial, holding Series 65 and Series 66 licenses and one year of industry experience. She has worked previously at Osaic Wealth Inc., Mass Mutual, Goosehead Insurance Agency, and Sun-Kissed Gardens. Focus Financial Network serves a diverse client base including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and comprehensive financial planning, coordinating with other professionals for estate and tax planning.