William Bowers is a CFP®-designated financial advisor with The Strategic Financial Alliance, Inc. in Raleigh, NC, where he has worked since 2010. He has 24 years of industry experience. Outside of his advisory role, he is also an agent for fixed insurance products and owns Bowers Advisory Inc, a financial planning business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm operates multiple portfolio programs and supports both discretionary and non-discretionary management approaches.

Jason Shutts is a financial advisor with The Strategic Financial Alliance, Inc. in Raleigh, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining The Strategic Financial Alliance, he worked at Bowers Private Wealth Management. Outside of advising, he is involved in providing tax preparation and filing services for family and a small group of friends and supports remote tax and tech assistance for TurboTax users through a business process outsourcing role. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, and consulting, implementing customized strategies through various programs and co-advisory relationships.