John Meneses Tan

Herman Brunson Jr. is the sole advisor at Balance Investments in Statesville, NC. He holds Series 65 and Series 66 licenses and has 14 years of industry experience, including previous work at Edward Jones. He has led Balance Investments since 2014. Balance Investments provides investment advisory services and financial planning to individuals, high-net-worth clients, and businesses, using a core-satellite strategic allocation tailored to client-specific factors and offering public educational seminars and webinars as part of its client education.

Jacob Hoheisel is a CFP® and holds a Series 66 license, currently serving as an advisor at Autumn Branch Capital, LLC with two years of industry experience. His prior roles include positions at Robert W. Baird & Co. and PYA Waltman Capital, among others. Autumn Branch Capital, LLC is a fee-only registered investment adviser that offers wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm provides portfolio management using a combination of passive and active strategies, incorporating tax considerations and client-imposed restrictions, and offers limited-scope financial planning engagements under a fixed-fee model.

Shawn Fleming is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding the ChFC® designation and a Series 65 license. He has 18 years of industry experience and has been with Professional Wealth Management Services since 2009. Outside of his advisory role, Shawn is independently licensed in life, accident, and health insurance and provides limited insurance agent services as part of comprehensive financial planning. He is also engaged in general business and management consulting. Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning and discretionary portfolio management. The firm emphasizes suitability and tailored strategies, managing approximately $136 million for about 60 clients through a two-advisor team.

John Stevenson is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Professional Wealth Management Services since 2007. Outside of his advisory role, John is independently licensed in life, accident, and health insurance and also engages in general business and management consulting. Professional Wealth Management Services LLC provides fee-only financial planning and discretionary portfolio management primarily for individuals and trusts. The firm emphasizes tailored investment strategies based on detailed risk assessments and offers a wrap fee program that includes bundled asset allocation and trade execution services.

Donald Masters Jr. is a financial advisor at Masters Tax and Financial Planning LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at Centaurus Financial Inc. and HD Vest Investment Services. Masters is also the owner of Donald M Masters CPA PC, an accounting and tax CPA firm. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, trusts, small businesses, nonprofit organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental analysis approach to large-cap U.S. equities and integrates tax-aware investment strategies coordinated with clients’ accounting professionals.

Timothy Bain is a financial advisor with Spark Asset Management Group in Statesville, NC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Spark Asset Management Group and StoneX Securities Inc. since 2010. Outside of finance, Bain is involved in MUSIC 49 INC., where he teaches music lessons and assists with marketing and bookkeeping. Spark Asset Management Group is a state-registered investment adviser offering discretionary asset management, retirement advice, and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm employs tactical asset allocation using trend-following models combined with technical and fundamental research and manages a range of portfolios, including specialty accounts utilizing derivatives and leveraged products.