Theodore John De Lisi

David Whitaker is a financial advisor at Rooted Planning LLC in Mooresville, NC, holding CFP® and ChFC® designations with 10 years of industry experience. His prior work includes roles at Northwestern Mutual and Financial Analysis Inc. Additionally, he owns Rooted Finances LLC, which offers tax preparation and consulting services. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and fee-based financial planning. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, incorporating various securities as appropriate, and also serves charitable organizations, corporations, trusts, and estates.

Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.

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.

Fawzi Jaber Hyder is a CFA® charterholder and financial advisor at Mike Adams Financial Advisors, Inc. with three years of industry experience. He has held academic positions at Lenoir-Rhyne University, Lebanese American University, and the University of Central Florida, and currently serves as an assistant professor of finance at Lenoir-Rhyne University. Outside of advising, he is president of The Mike Adams Group, Inc., a holding company specializing in asset management and financial services. Mike Adams Financial Advisors, Inc. is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and institutions. The firm uses cyclical and fundamental analysis alongside modern portfolio theory, implementing long-term trading and derivative strategies, and manages a small, specialized client base including non-U.S. clients.

William Howard is a CFP® and ChFC® with 23 years of experience in financial advising. He has led Durant Wealth Management Advisory Services since 2014 and has operated Howard Financial Tax Service since 1980. Outside of advising, he also runs a construction business specializing in custom decks and small projects. Durant Wealth Management Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients using a diversified investment approach focused on ETFs, mutual funds, and other asset classes. The firm combines fundamental analysis with modern portfolio theory and offers both discretionary and non-discretionary management alongside tailored Investment Policy Statements and regular account reporting.

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.