David Snapp

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.

Cordi Powell is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Favored Financial Planning, an independent firm she has been with since 2011. Outside of her advisory role, Powell consults on financial coaching for Sum180, LLC and develops training materials for financial advisors through the Alliance of Comprehensive Planners. Favored Financial Planning serves middle-income individuals and families, providing fee-only, holistic financial planning with an emphasis on tax-focused, individualized strategies. The firm offers optional investment management and utilizes a fixed annual fee based on client complexity rather than assets under management.

Robert Brafford Jr. is the principal advisor at Legacy One Wealth Management in Jamestown, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Legacy One Wealth Management since 2016. In addition to his advisory role, Brafford is registered with the IRS as a tax professional and conducts tax preparation services outside of trading hours. Legacy One Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm offers both discretionary and non-discretionary management, using tailored investment programs that incorporate various analytical methods and provides comprehensive planning including tax guidance and estate considerations.

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.

Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.