Vanessa Linda Harris

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.

Joseph Leonard is a financial advisor with Leonard Wealth Management, LLC in Lincolnton, NC, holding a Series 63 license and 24 years of industry experience. He previously worked at AE Wealth Management, Foundation For Financial Education, Formula Folio Investments, and Retirement Wealth Advisors. Outside of advising, he provides trumpet lessons and performances through his Cain Leonard Trumpet Studio and offers adult education on retirement planning. Leonard Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, hourly consulting, estate-settlement assistance, and discretionary portfolio management, using a combination of model portfolios, third-party advisors, and various portfolio construction techniques.

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.

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.

David Hedges is the principal of Bookman Bright, Inc. in Davidson, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bookman Bright, Inc. since 2012 and Regal Investment Advisors, LLC from 2012 to 2019. Outside of his advisory work, he operates College Bound Financial, assisting clients with college financing through FAFSA and EFC calculations. Bookman Bright, Inc. provides financial planning, portfolio management, and pension-plan consulting to individuals and employer retirement plans. The firm employs an asset-allocation approach complemented by fundamental and technical analysis and may recommend third-party managers as part of its investment solutions.

Brendan Willmann is a CFP® and CFA® with 26 years of industry experience. He is the principal and sole advisor at Granada Wealth Management, LLC, an independent SEC-registered investment adviser based in Davidson, NC. Prior to founding Granada Wealth Management in 2016, he worked at LPL Financial and Citigroup Global Markets. Willmann also provides tax preparation and accounting services through a related business. Granada Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm’s approach emphasizes long-term portfolio construction using ETFs, mutual funds, U.S. Treasuries, and fundamental analysis, alongside ERISA-focused consulting and fiduciary services for corporate retirement plans.