Roger Aiken is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding the CFP® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Outside of his advisory work, he serves as Master of Ceremonies at the Billy Graham Training Center at The Cove, a Christian retreat center in Asheville. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marie Dotson is a financial advisor with Ameriprise in Hendersonville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience at Micis and CDASS. Outside of financial services, she is involved with Triangle Stop Food Stores. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and algorithmic tools to deliver written, non-discretionary recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies.

Emily Marr is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2019. She also has a ten-year tenure with New Covenant School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income stability and tax-aware withdrawal strategies.

Thomas Whelan is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Grice is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Janney Montgomery Scott for 12 years before joining Wells Fargo Advisors in 2025. He holds the Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in real estate through 4G Real Estate LLC and co-owns Grice Financial, LLC, a wealth management business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu using proprietary research and tools, with services ranging from retirement and risk planning to business-owner transition and niche analyses.

Michael Cano is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Cano is the CEO of Cano Wealth Strategies, LLC, and serves on the finance and investment committee of The Henderson County Education Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal advisory work through a unique affiliation with a municipal advisor.

Juan Alvarado is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Bank and its affiliates for a total of eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable organizations. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Amoroso is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in roles at SWTCH Energy Inc., Payzer, Sacred Sun Power Sources Co., Ltd., Pink Energy, Better Mortgage Corporation, and Tesla. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Theodore Whitlock is a Series 66-licensed financial advisor with Edward Jones in Brevard, NC, where he has worked since 2018. He has seven years of industry experience and previously owned a fly fishing outfitting business, Altamont Professional Services LTD. Whitlock has also been involved with Altamont Anglers since 2004. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Heather Banks is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Outside of her advisory work, she owns and coordinates a real estate rental property. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to insurance products and affiliated trust services.

Julianna Henderson is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked at Goosmann Rose Colvard & Cramer, P.A. for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Heather Crake is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, BB&T Investment Services, Edward Jones, Merrill, and Allstate Financial Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Michael Testoni is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2017. He has previously worked at Cambridge Investment Research Advisors and Flagler Financial Inc. In addition to his advisory role, he is involved in tax preparation through his ownership of Flagler Financial Advisors, LLC. Ameriprise provides retirement-income planning services focused on clients nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies delivered through a centralized consulting team.

James Hatcher is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Atlantic Asset Management and Avantax entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various third-party managers via multiple program structures and custodial relationships.

Kelly Maumenee is a financial advisor with Robert Baird & Co. in Hendersonville, NC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Prior to joining Robert Baird & Co. in 2019, Maumenee worked at J.J.B. Hilliard W.L. Lyons, LLC from 2013 to 2019 and Merrill from 2002 to 2013. Outside of advisory work, Maumenee serves as a fiduciary, power of attorney, and executor. Robert Baird & Co.’s DDK Group, where Maumenee is a team member, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research, manager oversight, and various investment strategies.

Matthew Dickelman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. Their process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within their investment menus.

Bernard Leonard Jr. is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2000, accumulating 26 years of industry experience. He serves on the Budget Planning Committee at the First Baptist Church of Hendersonville, which prepares and presents the church’s annual budget. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary advisory strategies, access to separately managed accounts, affiliated mutual funds, and operates nationwide with a large network of advisors and branches.

Lindsey Caughel is a CFP®-credentialed financial advisor with Edward Jones in Brevard, NC, with seven years of industry experience. Before joining Edward Jones in 2019, Lindsey worked in roles including with the Seattle Mariners and Los Angeles Dodgers. Lindsey is a part owner of a QC Kinetix healthcare franchise in Tulsa, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Lainie Kopicki is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Thrivent, she worked at NYLIFE Securities LLC and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

William Hendrix is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Ty Hendrix Investment Management and Equator Coffees. 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 offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.