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.

Carrie Smith is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation. She joined Edward Jones in 2026 after previously working at Obra Capital, CorePower, and Applied Materials. Prior to her advisory role, she was a homemaker for two years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Robert Torrington is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Falls Funding LLP. He serves as an officer and treasurer on the board of Quantum House, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matt Edwards is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. since 1998. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory with access to discretionary separately managed accounts and offers a range of integrated brokerage, custody, and cash-sweep services.

Scott Smith is a financial advisor with Edward Jones in Asheville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at The Regenesis Collective, LoudCrowd, MVF Global, Project Partners, and Elbit Systems of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and services, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Ryan Watkins is a financial advisor at Edward Jones with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, Watkins worked at Stryker Corporation for 16 years. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

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.

Marion Foxworth is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, she worked at ProEquities, Inc. for 11 years and Northwestern Mutual Investment Management for 6 years. She also operates Foxworth Advisors, a business through which she sells life and disability insurance on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services that include financial planning and access to model portfolios, third-party asset management, and institutional platforms.

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.

David Jones is a CFP® professional with 40 years of industry experience, currently serving at Edward Jones since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with the Florida Grand York Rite Bodies Investment Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

David Vance is a financial advisor with Charles Schwab in Asheville, NC, holding Series 63 and Series 66 registrations and with 30 years of industry experience. He has been with Charles Schwab since 1995 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily 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 operates a large-scale, integrated platform combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

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.

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.

Keith Moore is a financial advisor at Edward Jones in Asheville, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Glatfelter Industries and UPM Raflatac for a combined 18 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.