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.

Kelcey Geisendorfer is a financial advisor with Merrill in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Kelcey worked at Bank of America and has experience in roles at Branscome Inc. and Darden Restaurants. Kelcey also assists with bookkeeping and payroll for a family-owned general contracting business. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

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.

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 Rinker is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a dietary supplement drink business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory approach.

Mark Scott is a financial advisor with Thrivent Investment Management in Asheville, NC. He holds a Series 66 designation and has nine years of industry experience, all with Thrivent firms since 2016. 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 various financial topics, with options to integrate planning and managed-account services under a consolidated billing structure called “WealthPlan.”

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.

William Wells is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, using multi-asset model portfolios backed by research from the Schwab Center for Financial Research.

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.