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.

Frederick Dutcher is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Royal Alliance Associates, Inc. since 2021, alongside ongoing roles at First Southeast 401(k) Fiduciaries, Inc. and First Southeast Investor Services, Inc. He is also a Managing Director at Roadstead Capital Partners, where he manages corporate retirement plans. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Heather Banks is a CFP® with 17 years of industry experience, currently advising at LPL Enterprise since 2024. Her prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of financial planning, advisory, and brokerage services supported by LPL’s research and model portfolios.

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 designations and 24 years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America from 2018 and Pruco Securities LLC from 2018 to 2024, with earlier roles at BB&T Investment Services and a brief period of unemployment. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that facilitates co-investment and referral relationships.

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.

Kelly Maumenee is a financial advisor with Robert Baird & Co. in Hendersonville, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard W.L. Lyons, LLC since 2013. Outside of her advisory roles, she serves as a fiduciary, power of attorney, and executor in other business activities. Maumenee is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including both traditional and non-traditional asset allocations.

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.

Lainie Kopicki is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Kopicki has also spent time as a homemaker and worked at MyEyeDr. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with options to combine planning and managed accounts under a consolidated billing arrangement.

Michael Ashworth is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katheryn Gordon is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordon is also a Notary Public in Tryon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across its offerings.

Jeffrey Tompkins is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the relationship manager for his team. With a career in financial services beginning in 1982, Jeffrey has worked with Morgan Stanley Smith Barney and Deutsche Bank prior to joining Merrill Lynch in 2015. He specializes in delivering comprehensive wealth management strategies tailored to meet individual client needs, focusing on areas such as family wealth management, retirement income planning, portfolio management, tax minimization, and services for defined benefit and contribution plans. Jeffrey works closely with business executives and professionals to help them build, preserve, and transfer wealth. His approach involves careful listening and detailed inquiries to understand clients' priorities and aspirations, enabling him to provide sophisticated financial strategies that address every aspect of their financial lives. He holds the Personal Investment Advisor (PIA) designation and attended Western State College of Colorado, as well as New Trier High School. Jeffrey resides in Boca Raton with his wife of 38 years and has two adult children. He is proud that his son, Justin, has joined him as his partner at Merrill Lynch Wealth Management. Outside of his professional work, Jeffrey supports charitable organizations including JARC and SEVA Foundation. He enjoys playing golf, traveling, and listening to live music.

Donald Huneycutt is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he partners with executives, professionals, business owners, and individuals to design personalized wealth management strategies. He focuses on helping clients stay on track with their financial goals to achieve a full and prosperous life. His services include managing new wealth, personal retirement planning, portfolio management, socially responsible investing, women and wealth, individual and corporate investment strategies, and retirement income. Mr. Huneycutt brings over 20 years of experience in financial services, having started his Merrill career in 2005 and returning to the firm in 2022 after working elsewhere. Prior to his career in finance, he spent nearly two decades as an engineer and technical manager in precision manufacturing, industrial lighting, and industrial controls. He holds a Bachelor of Science degree in Mechanical Engineering from North Carolina State University and has earned the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. He is actively involved in his community in Hendersonville, where he and his wife have lived for over 35 years. Together, they co-founded Anna's Hope at the Community Foundation of Henderson County and support prevention, recovery, and education initiatives. Mr. Huneycutt is a member of several organizations including the Hope Coalition, MountainTrue, Pisgah Chapter of Trout Unlimited, and Rotary Club of Hendersonville, where he has held various leadership roles. His personal interests include boating, camping, fishing, gardening, hiking, music, running, skiing, traveling, and spending time with his family.

Keith Johnson is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, based in Hendersonville, NC. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of advisory work, he owns rental properties in Hendersonville and Franklin, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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 nationwide through a large network of financial advisors and branch offices.

Bryson Shook is a financial advisor with LPL Financial and holds a Series 66 designation. He has prior experience working at Ashworth Financial Group, Hagerty Consulting, and several nonprofit and government organizations. Outside of his advisory role, he is a business owner of Evernorth Marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced technologies.

Ryan Harman is a financial advisor with Edward Jones in Hendersonville, NC, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Edward Jones since 1998. 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.

Christopher West is a financial advisor with Edward Jones in Hendersonville, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at 3DFS, LLC and First Citizens Bank and Trust Company. He has also held positions in various hospitality and financial firms. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large network of financial advisors and branch offices nationwide.

Mary Steele is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Osaic Wealth Inc. She has previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Steele holds board roles with the Financial Services Institute and participates in community activities including leadership of a fundraising event at Spartanburg Day School and serving as a treasurer for a local Girl Scouts troop. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and uses tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client risk profiles.

Robert Dotson II is a financial advisor with Ameriprise in Hendersonville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a deacon on the Board of Directors at Grace Community Church and participates in musical groups as a trumpet player. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement income planning advice focused on dependable income and tax‑aware withdrawal strategies.