Charles Thomas

Ryan Hammond is the principal of Hammond Wealth Partners in Gastonia, NC. He holds Series 63 and Series 65 licenses and has experience with firms including Wells Fargo, The Vanguard Group, and Amplified Planning. Hammond has also held multiple roles at The University of North Carolina at Charlotte and Gaston College. Hammond Wealth Partners is a fee-only, fiduciary investment advisory firm serving primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis to implement diversified, tax-efficient investment strategies and offers comprehensive financial planning alongside asset-based management.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

Richard Heckard is a financial advisor with Osaic Wealth, Inc. based in Rock Hill, SC, holding a Series 66 designation and 18 years of industry experience. His prior work includes over a decade at FSC Securities Corporation and ongoing roles with Continuum Capital Advisory, LLC and Heckard Financial Services. He serves as president of a nonprofit focused on financial education and is a board member of Westminster Towers and the York County Natural Gas Authority. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access through a large network of financial advisors.

Philip Corson is a financial advisor with Strategic Planning Corporation in Fort Mill, SC, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. He is also a member of Legacy Law Firm, LLC, where he practices law. Strategic Planning Corporation provides personalized investment advisory services, financial and estate planning, and educational seminars for individuals, corporations, and trusts, focusing on diversified asset-class allocations and referrals to third-party money managers rather than direct portfolio management.

Kenan Kurtz is a financial advisor at Concorde Financial Resources with a Series 66 designation and three years of industry experience. Prior to joining Concorde in 2021, he held various positions including roles in hospitality and education. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and general investment advice. The firm employs a multi-asset class allocation strategy with tactical overlays and offers both fee-based advisory services and commissionable insurance or transactional products.