Beth Anne Agnello

Will Armfield is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Advisor Alliance in 2020, he worked at Edward Jones from 2008 to 2014 and at Commonwealth Financial Network from 2014 to 2020. He serves on the boards of two nonprofit organizations in High Point, NC: Family Service of High Point Foundation and High Point ABC Board. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides a range of services including asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms through a network of 219 advisory representatives.

Kurt Shuler is a CFP® professional at Sledge and Company Wealth Advisors with two years of experience at the firm and one year at WealthFD. He has a total of four years in the financial industry, including eight years as a student prior to entering the field. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment approach using a variety of securities and financial planning strategies.

Seth Waller is a financial advisor at Falcon Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at Trident Insured LLC and Falcon Investment Strategies, LLC. Outside of advisory services, he is involved in managing a youth baseball organization where he has coached and overseen the team. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in client assets and employs a diversified investment approach that includes fundamental and technical analysis, tactical tilts, and option strategies.

Stephen Gegorek II is a financial advisor at Falcon Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Strategic Planning Group. Outside of advisory work, he is the sole owner of Metolius Capital, a holding company unrelated to investments, and a part-owner of The Gegorek Group, a business consulting company. Falcon Financial serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $101 million. The firm provides portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Freeman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Adolos Asset Management since 2021 and previously spent 30 years at Wachovia Bank, N.A. Adolos Asset Management provides discretionary and non-discretionary investment management to a select client base, including individuals, high-net-worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm uses an institutional-quality platform and offers portfolios built from written investment policy statements, with strategies tailored through tactical overlays and a range of investment models.

Charles Parks is a financial advisor with C F Parks Inc in Salisbury, NC, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for 30 years and has been involved with C F Parks Inc since 1988. Parks is also president of Parks Financial Services, Inc., an accounting and tax services firm. C F Parks Inc serves individuals, families, trusts, estates, and small businesses, managing approximately $85.7 million for about 192 clients. The firm uses proprietary model portfolios tailored to client goals and risk tolerances, focusing on equities, ETFs, and select mutual funds, and provides discretionary investment management alongside financial planning and affiliated accounting services.