Jarrod Lane Dunbar

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.

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.

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.

Seth Waller is a financial advisor at Falcon Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at Trident Insured LLC and Falcon Investment Strategies, LLC. Outside of advisory services, he is involved in managing a youth baseball organization where he has coached and overseen the team. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in client assets and employs a diversified investment approach that includes fundamental and technical analysis, tactical tilts, and option strategies.

Stephen Gegorek II is a financial advisor at Falcon Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Strategic Planning Group. Outside of advisory work, he is the sole owner of Metolius Capital, a holding company unrelated to investments, and a part-owner of The Gegorek Group, a business consulting company. Falcon Financial serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $101 million. The firm provides portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies tailored to client objectives and risk tolerance.

Joseph Freeman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Adolos Asset Management since 2021 and previously spent 30 years at Wachovia Bank, N.A. Adolos Asset Management provides discretionary and non-discretionary investment management to a select client base, including individuals, high-net-worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm uses an institutional-quality platform and offers portfolios built from written investment policy statements, with strategies tailored through tactical overlays and a range of investment models.