Joseph Cain Leonard II

Michael Bookhardt is the sole advisor at Affluence Advisory LLC in Mount Holly, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to founding Affluence Advisory in 2023, he worked at The Vanguard Group from 2021 to 2022 and has been the managing member of SIB General Contractors LLC since 2006. Affluence Advisory LLC provides discretionary investment supervisory services to individuals, businesses, trusts, foundations, and charitable entities, constructing individualized portfolios that emphasize low-cost, passively managed mutual funds and ETFs, guided by modern portfolio theory and a long-term equity orientation. The firm focuses on asset-allocation strategies with regular rebalancing, tax-aware adjustments, and a preference for custodial platforms offering SIPC and supplemental insurance.

Matthew Kale is the sole advisor at Extraordinary Kale LLC and holds a Series 65 designation. He has one year of experience in the financial advisory industry and has prior work experience at Goodwill Catholic Media and PETSMART. Outside of his advisory role, he maintains an executive position with Goodwill Catholic Media. Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations, offering asset management, financial planning, and retirement-plan rollover advice. The firm combines hourly-billed financial planning and consulting with active portfolio management, using a primarily value-oriented, long-term approach alongside tactical and strategic asset-allocation techniques.

John Zarinsky is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He has been with SafeBridge LLC since 2016, including a prior tenure at AE Wealth Management, LLC, and Horter Investment Management, LLC. Zarinsky is licensed to sell life insurance and annuities but does not receive commissions from their sale. SafeBridge primarily serves individuals and families near or in retirement, focusing on retirement income planning, tax-aware advice, and discretionary investment management. The firm emphasizes long-term portfolio construction using low-cost index ETFs and high-quality fixed income, integrating tax planning and optional tax-return preparation.

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.