Craig Fishel

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.

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.

Phillip Hanks is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Parabla, LLC. He previously worked for six years at Black Oak Wealth Management, Inc. His practice focuses on creating Investment Policy Statements and managing hybrid active/passive portfolios using ETFs and individual stocks with a long-term perspective. Parabla, LLC provides portfolio management, fixed-fee financial planning, and employee benefit plan consulting to individuals, families, trusts, retirement plans, and businesses. The firm manages approximately $22.7 million across 36 client relationships and offers educational seminars on investments and personal finance.

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.