Michael Ashworth is a CFP® professional associated with LPL Financial, with 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He serves as a board member for Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a variety of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

Katheryn Gordon is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordon is also a Notary Public in Tryon, NC. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 is currently with Osaic Wealth, Inc. and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of her advisory role, she serves on the board of the Financial Services Institute and is involved in community activities including fundraising for Spartanburg Day School and serving as a treasurer for a local Girl Scouts troop. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party resources to construct and manage client portfolios.

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 credentials and 44 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide portfolio construction and provides a range of brokerage and advisory solutions.

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.

Sonja Parker is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America for four years before joining Edward Jones. Outside of her advisory role, she serves on the finance committee of the Upstate Family Resource Center and the investment advisory committee for the Spartanburg County Foundation, and mentors small business owners through OneSpartanburg’s Power UP program. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors and branch offices.

Juan Martinez is a financial advisor with Edward Jones in Inman, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is co-owner of Bronco Mexican Restaurant in Inman, SC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Barry Macdonald is a financial advisor with OSAIC in Hendersonville, NC, holding a Series 66 designation and having 25 years of industry experience. He has worked at Royal Alliance since 2016. Outside of his advisory role, he is president of Clear Picture Retirement Plans, an S-corporation involved in selling fixed annuities, and hosts a sole proprietorship managing bookings. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions. The firm employs firm-provided asset-allocation tools and supports a variety of investment products with discretionary and non-discretionary account management options.

Jamie Morton is a financial advisor with Merrill based in Hendersonville, NC. He holds a Series 66 designation and has 14 years of industry experience. He has been with Merrill Lynch since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model‑based and discretionary investment strategies developed by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Simmons is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Vanguard Group and Capitol Financial Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tyrel Keplinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation and is also a staff officer in the North Carolina National Guard. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions managed under a fiduciary standard.