Alan Morgan

Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he is a father first. He enjoys woodworking and playing the banjo. He also loves Gator sports, even when the teams are terrible. Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor.

David Whitaker is a financial advisor at Rooted Planning LLC in Mooresville, NC, holding CFP® and ChFC® designations with 10 years of industry experience. His prior work includes roles at Northwestern Mutual and Financial Analysis Inc. Additionally, he owns Rooted Finances LLC, which offers tax preparation and consulting services. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and fee-based financial planning. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, incorporating various securities as appropriate, and also serves charitable organizations, corporations, trusts, and estates.

Patrick Riley is a financial advisor with Optimal Planning LLC in Concord, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with several firms, including LPL Financial and Camarda Wealth Advisory Group. In addition to his advisory role, he is an insurance agent with Wealth Management of the Carolinas. Optimal Planning LLC provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, and businesses. The firm primarily uses a passive investment approach with portfolios of index mutual funds and ETFs, guided by client-specific investment policy statements and supplemented by fundamental and cyclical analysis.

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

David Hedges is the principal of Bookman Bright, Inc. in Davidson, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bookman Bright, Inc. since 2012 and Regal Investment Advisors, LLC from 2012 to 2019. Outside of his advisory work, he operates College Bound Financial, assisting clients with college financing through FAFSA and EFC calculations. Bookman Bright, Inc. provides financial planning, portfolio management, and pension-plan consulting to individuals and employer retirement plans. The firm employs an asset-allocation approach complemented by fundamental and technical analysis and may recommend third-party managers as part of its investment solutions.

Brendan Willmann is a CFP® and CFA® with 26 years of industry experience. He is the principal and sole advisor at Granada Wealth Management, LLC, an independent SEC-registered investment adviser based in Davidson, NC. Prior to founding Granada Wealth Management in 2016, he worked at LPL Financial and Citigroup Global Markets. Willmann also provides tax preparation and accounting services through a related business. Granada Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm’s approach emphasizes long-term portfolio construction using ETFs, mutual funds, U.S. Treasuries, and fundamental analysis, alongside ERISA-focused consulting and fiduciary services for corporate retirement plans.