Charmon M Baker

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.

I’m Brandon Schneider, founder of Deliberate Wealth. After 15+ years in the financial world, I realized that true wealth management shouldn’t be shrouded in jargon or complicated, hidden fees. That’s why I started this firm: to bring honesty and simplicity back to how we plan for the future. My approach is built on a foundation of candid communication and complete transparency. I believe you deserve to know exactly what you’re paying for and why. By stripping away the complexity, I help you focus on the factors that actually matter—investing wisely, managing risk, and keeping your costs low so that more of your money works for you. But at the end of the day, money is just a tool. It exists to serve your life, not the other way around. My goal is to help you enjoy your life today while building a profound legacy that impacts your family and community for generations. I’m not here to manage portfolios in a vacuum; I’m here to partner with you. We’ll take the stress out of financial planning so you can stop worrying about the numbers and start focusing on the people and experiences that bring you joy. I strive to live out this mission daily. Balancing the joys of raising my five young children with the demands of running a business and remaining deeply active in my church and local community, I know the weight of competing priorities. I practice what I preach, ensuring that my own financial planning aligns with the things that truly matter most to me. I invite you to join me in redefining what it means to be wealthy. Let’s make intentional choices that allow you to live well now and leave a lasting legacy.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

David Mittelman is a CFP® and the sole advisor at Mittelman Jones Tax & Wealth in Winston Salem, NC. He has experience in accounting and tax services through his roles at Mittelman Jones Accounting PLLC and Allan Jones Accounting LLC. Outside of advisory work, he is involved in real estate investing through Appalachian Investment Properties LLC, where he actively manages property investments. Mittelman Jones Tax & Wealth is a fee-only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm serves trusts, business owners, and mass-affluent households with a tax-aware investment approach tailored to individual client goals and risk profiles.

Danny Freeman is the principal advisor at Darda Financial with 7 years of industry experience and holds Series 63 and Series 65 licenses. He has operated Darda Financial Services since 2004. Outside of financial advising, he owns and manages Darda Press, a document preparation and publishing business. Darda Financial offers portfolio management, financial planning, accounting and tax services, life insurance, and business consulting primarily for individual clients, as well as small businesses and non-profits. The firm provides written financial plans, limited consultations, and discretionary management using a blend of fundamental and technical analysis tailored to client objectives and risk tolerance.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC in Winston-Salem, NC. He holds a Series 65 credential and has recently transitioned from a seven-year career in the United States Army to financial advising. He currently serves part-time as a Captain in the United States Army Reserve and completed an MBA at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning and investment management services to individuals and families. The firm employs a Modern Portfolio Theory–based approach, utilizing diversified asset allocation primarily through ETFs, bonds, and REITs, with tailored portfolios and quarterly reviews.