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 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 at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 with Thrivent Investment Management in Hendersonville, NC, holding Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michael Ashworth is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a board member of the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trusts, and institutions. The firm offers comprehensive financial planning and investment solutions through a broad network of advisors utilizing various portfolio models, third-party asset management, and institutional platforms.

Katheryn Gordon is a Series 66 credentialed advisor with 10 years of industry experience, currently practicing at LPL Financial since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Gordon is also a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Merrill Lynch Wealth Management. He focuses on working with executives, professionals, business owners, and individuals to help them stay on track of their financial goals and dreams. His expertise includes managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, as well as individual and corporate investment strategy and retirement income planning. Mr. Huneycutt has over 20 years of experience in financial services. He began his Merrill career in 2005, served clients through 2011, and returned to Merrill in 2022. Prior to his financial services career, 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 holds designations as an Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). He and his wife Julie have lived in Hendersonville for more than 35 years and are actively involved in their community. Together they co-founded Anna's Hope at the Community Foundation of Henderson County and support Hope Coalition, a nonprofit addressing substance use disorders. Mr. Huneycutt is a member of the Rotary Club of Hendersonville and the Pisgah Chapter of Trout Unlimited, where he has served in various leadership roles. His personal interests include boating, camping, fishing, gardening, hiking, music, running, skiing, spending time with family, and traveling.

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 at LPL Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Hagerty Consulting, American Red Cross, City of Asheville, and Samaritan’s Purse. Outside of finance, Shook is the owner of Evernorth Marketing, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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 three years of industry experience. Before joining Edward Jones in 2023, he worked at 3DFS, LLC and First Citizens Bank and Trust Company, among other roles. Outside of finance, his background includes positions in the restaurant industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary portfolio solutions, tax-efficient strategies, and affiliated investment products.

Mary Steele is a CFP® with 12 years of industry experience. She currently works at Osaic Wealth Inc, having joined the firm in 2026 after five years at Stifel Independent Advisors, LLC and seven years at Wells Fargo Advisors. Outside of her advisory role, she serves as a board member of the Financial Services Institute and is active in community organizations including Spartanburg Day School and the Girl Scouts of South Carolina. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering comprehensive financial planning and various portfolio management programs. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting a range of discretionary and advisor-managed strategies.

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.

Robert Pearce is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers and financial planning services.

Dwayne Powell is a CFP® with 24 years of industry experience, currently serving at Robert Baird & Co. since 2019. His prior roles include positions at J.J.B. Hilliard W.L. Lyons, Merrill, Morgan Stanley, Citigroup Global Markets, and Uvest Financial Services Group. Powell is the vice chairman and baseball coach for a local Little League program and serves on the advisory board for Western Carolina University's finance department. He also acts as treasurer for a political campaign in Brevard, NC. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, providing services to individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, employing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

John Mccormick Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Securities, Inc. in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

David Maupin is a CFP® and ChFC®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Douglass Rostick is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.