Mark Metzger

Edward Helm Jr. is a financial advisor at Emerald Haven Investments Corp in Albemarle, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Emerald Haven Investments Corp since 2011. Emerald Haven Investments provides financial and retirement planning as well as discretionary wealth management services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm uses client interviews to develop investment policy statements and manages portfolios across various risk profiles, employing asset allocation based on fundamental analysis of mutual funds, ETFs, and individual equities.

Alexandra Rickard is the sole advisor at Rickard Investment Consulting, LLC, a state-registered advisory firm based in Concord, NC. She holds a Series 65 credential and has professional experience spanning roles at Novant Health, Bonded Logistics, and the University of North Carolina at Charlotte. Rickard Investment Consulting, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio analysis, ongoing monitoring, and periodic review meetings. The firm uses fundamental and technical analysis to tailor portfolios across cash, equity, and fixed income, incorporates options strategy education, and operates on a non-discretionary basis.

Joseph Calabrasi is a CFP® with 18 years of industry experience. He is the sole advisor at Lionsight Capital, LLC, an independent advisory firm he has been with since 2012. Since 2017, he has also served as Procurement Director at LendingTree, a non-investment-related online marketplace provider. Lionsight Capital, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting primarily for individual clients. The firm customizes portfolios using mutual funds and ETFs, applying a range of investment methods from modern portfolio theory to technical analysis, and manages approximately $8.24 million in assets across 16 client relationships.

Phillip Whitley is a financial advisor with Whitley Financial, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Sterne Agee, and Synergy Investment Group. He is also a licensed insurance professional, dedicating less than 10% of his business time to insurance activities. Whitley Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis to develop customized asset allocations, with accounts managed on a discretionary basis and reviewed at least annually.

Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he owns and operates a business creating wooden gifts such as cutting boards and bottle openers. Cadence Wealth Partners serves individuals, high-net-worth clients, families, business owners, and family offices with portfolio management, financial planning, and business consulting. The firm focuses on long-term discretionary portfolio management using a blend of analytical methods and emphasizes tax-efficient asset location and opportunistic rebalancing.

Nicholas O'kelly is a CFP® with two years of industry experience, currently serving as a financial advisor at Cadence Wealth Partners, LLC. He previously served 13 years in the United States Army and has worked at multiple firms including Realta Equities, Inc. Outside of his advisory role, O'kelly is a board member of The Davis Focus Project, a military non-profit focused on optimizing human performance through natural mental health modalities, and serves as an ambassador for the mental health organization Give an Hour. Cadence Wealth Partners provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, families, business owners, and family offices. The firm employs a disciplined investment approach with customized Investment Policy Statements, discretionary portfolio management, and specialized services including held-away account management and business-owner focused programs.