Catherine Johnson Whicker

Stephen Lafrance is a financial advisor with Ridgestone Wealth in Greensboro, NC, holding CFP® and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Commonwealth Financial Network and UBS Financial Services. He also serves as a facilitator for the Dave Ramsey Financial Peace University program. Ridgestone Wealth is an independent advisory firm offering asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm’s client-driven investment process incorporates fundamental and technical analysis and fiduciary due diligence, while its financial planning covers retirement, tax, estate, and other key areas with ongoing reviews and implementation support.

Corey Hodges is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has held roles at several firms, including Fortified Financial Wealth, LLC and ChangePath, LLC. Outside of advisory work, Hodges is involved in estate planning facilitation and coordination, connecting clients with licensed estate attorneys and providing access to platforms for estate planning documents. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and financial planning. The firm manages approximately $2.96 billion and supports various investment strategies through a broad affiliated service ecosystem.

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.

David Garrison is a financial advisor with Edward Jones in Summerfield, NC. When it comes to investing, what do you value? A strategy designed for your situation? A financial advisor who truly understands you and what you’re trying to achieve, and will partner with you over the long term to help keep you on track? What about disciplined, objective guidance? When we work together, you get all of that in more. I will work with you to create a personalize financial strategy with the advice, tools and resources to help you reach your goals. Your investment strategy should be personalized to you. So before I recommend any strategy, we first work closely together to understand what is most important to you, including my approach to this in three important ways: 1. Your Goals 2. Your comfort with risk. 3. Your choices for how you’d like to work together. David Garrison holds a Series 7 and Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Clearing, Mass Mutual Carolinas, Symmetry Financial Group, and Key Resources Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Charles Kern III is the sole advisor at Pilot Investment Services, LLC in Greensboro, NC, holding Series 63 and Series 65 credentials with 32 years of industry experience. Since 2015, he has operated his independent advisory firm and also works as an auditor for the Department of the Treasury in Charlotte. Pilot Investment Services, LLC provides discretionary portfolio management and limited financial planning primarily to individual and high-net-worth clients, as well as trusts and estates. The firm manages approximately $1.5 million on a discretionary basis and employs a blend of fundamental, technical, and cyclical analysis to construct portfolios using ETFs, individual equities, bonds, and selective options and margin.

Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.