David Thompson is a financial advisor at Sparta Wealth Partners with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Realta Equities, Innovation Partners, J Alden Associates, and TD Bank. Outside of his advisory role, he serves on the advisory board for Aware, a biometric wearables and healthcare monitoring company. Sparta Wealth Partners advises individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Ori Boucvalt is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Sparta Wealth Partners and The Morgan Company in 2025, he completed graduate studies at Vanderbilt University and undergraduate education at Clemson University. Outside of financial advising, Boucvalt is involved in environmental safety and health consulting and serves on the board of an emergency response and environmental cleanup organization. Sparta Wealth Partners serves individual and high-net-worth clients, as well as pension, profit-sharing, corporate, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing both fundamental and technical analysis complemented by Independent Managers and model-based strategies.

Lori Copeland is a financial advisor at Sparta Wealth Partners in Charlotte, NC, with five years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, SilverRock Wealth Partners, and The Morgan Companies. Prior to her advisory career, she spent nine years as a homemaker. Sparta Wealth Partners serves individuals, high-net-worth clients, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm employs a combination of fundamental and technical analysis and collaborates with Independent Managers to support client investment strategies.

Jamie Esler is a CFP® professional with 12 years of industry experience, currently serving at Sparta Wealth Partners. Prior to joining Sparta Wealth Partners, he worked at High Flows Capital Group LLC for eight years and has held roles at Capital Management Group of Washington D.C., Bank of America, N.A., and Merrill. He holds Series 63 and Series 65 licenses. Sparta Wealth Partners provides advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, utilizing a mix of fundamental and technical analysis alongside third-party managers and model-based strategies.