David Whitaker is a CFP® and ChFC® affiliated with Rooted Planning LLC in Mooresville, NC, with nine years of industry experience. He has worked at several firms, including Northwestern Mutual Investment Services, and currently operates Rooted Finances LLC, providing tax preparation and consulting services. Whitaker also holds a life insurance license and is active in insurance sales. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients, as well as charitable organizations, corporations, trusts, and estates. The firm provides discretionary portfolio management and fee-based financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.

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.

William Howard is a CFP® and ChFC® with 22 years of experience in financial advising. He has led Durant Wealth Management Advisory Services since 2014 and also operates Howard Financial Tax Service, which prepares tax returns for 50 to 70 clients. In addition to his financial advisory work, he is involved in 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, primarily using ETFs and mutual funds supplemented by fixed income, real estate funds, annuities, and limited non-U.S. securities. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management with regular client reporting.

Seth Waller is a financial advisor at Falcon Financial with 16 years of industry experience and holds a Series 66 designation. He has worked at Trident Insured LLC and Falcon Investment Strategies, LLC. Outside of advisory services, he is involved in managing a youth baseball organization where he has coached and overseen the team. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in client assets and employs a diversified investment approach that includes fundamental and technical analysis, tactical tilts, and option strategies.

Stephen Gegorek II is a financial advisor at Falcon Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Strategic Planning Group. Outside of advisory work, he is the sole owner of Metolius Capital, a holding company unrelated to investments, and a part-owner of The Gegorek Group, a business consulting company. Falcon Financial serves individual investors, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $101 million. The firm provides portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies tailored to client objectives and risk tolerance.

Charles Parks is a financial advisor with C F Parks Inc in Salisbury, NC, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Commonwealth Equity Services, Inc. for 30 years and has been involved with C F Parks Inc since 1988. Parks is also president of Parks Financial Services, Inc., an accounting and tax services firm. C F Parks Inc serves individuals, families, trusts, estates, and small businesses, managing approximately $85.7 million for about 192 clients. The firm uses proprietary model portfolios tailored to client goals and risk tolerances, focusing on equities, ETFs, and select mutual funds, and provides discretionary investment management alongside financial planning and affiliated accounting services.

Russ Adams is a Series 65 licensed advisor with Falcon Financial in Salisbury, NC, and has three years of industry experience. Prior to joining Falcon Investment Strategies, he worked in real estate and as a professional golfer and caddie. He is also an independent licensed insurance agent specializing in life, health, and Medicare insurance. Falcon Financial provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $85.6 million in assets and employs a diversified investment approach that includes fundamental, technical, cyclical, and charting analysis, with regular portfolio reviews and tactical adjustments.

David Smith is a financial advisor with Thomas Smith and Associates, Inc. in Salisbury, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Thomas Smith and Associates since 2003. Outside of his advisory role, he is a partner in Second Creek Development, a family office managing private family investments. Thomas Smith and Associates provides discretionary investment advisory and portfolio management services primarily to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with an emphasis on tax and cost efficiency, serving a small number of clients with tailored investment approaches.

Steven Christensen is a financial advisor at Liberty Wealth Management, LLC with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at AE Financial Services, Liberty Group, and AXA-Advisors. Outside of his advisory role, he is an insurance agent with Lifetime Planning Marketing, Inc., an insurance field marketing association. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-specific investment strategies, integrating quantitative and fundamental analysis, third-party managers, and diversified asset classes, while also offering financial planning, retirement plan services, and client education programs.

Christel Turkiewicz is a financial advisor at ONE Advisory Partners, LLC with 14 years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Northwest Investment Counselors LLC for 13 years. She is also the owner of TTTF, LLC, a consulting business established in 2023. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and discretionary investment management, including a Virtual Family Office that coordinates financial and legal professionals. The firm constructs globally diversified portfolios using both fundamental and technical analysis and operates under fiduciary standards for retirement accounts.

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Jacob Hardy is a financial advisor at Credit Union Investment Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with organizations including State Employees' Credit Union, SECU Life Insurance Company, and Members Trust Company. Hardy also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes a goals-based, long-term planning approach using primarily low-cost, index-based mutual funds and ETFs, with salaried representatives who do not exercise trading discretion over client accounts.

Ryan Mesimer is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and Bostian Retirement. In addition to his advisory role, he owns Northridge Wealth Advisors, providing financial, education, and consulting services, and is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves a diverse retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Ernest Hatley is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Lincoln Investment Planning and operating his own firm, Hatley Financial, as well as providing financial advisory and insurance services through various affiliated entities. Outside of finance, he owns a computer setup and service business assisting small businesses with their computer systems. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s representatives are salaried employees of the parent credit union, and clients retain final decision authority over their accounts.

Orlando Ricci is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing five years of industry experience. His career includes roles at Principal Life Insurance Company and NYLIFE Securities LLC. Outside of financial advising, he officiates high school wrestling in North Carolina and South Carolina and is a published author working on multiple novels. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and combining non-discretionary recommendations with a discretionary investment management program.

Clifford Sorel is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior firms include Arco Capital Partners LLC, Saybrus Partners, and Raymond James Financial Services Advisors Inc. He is a member of the Salisbury Rotary Club. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment solutions through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Jeremy Bryant is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at multiple firms including Redwood Private Wealth LLC, Prosperity Capital Advisors, and Regal Investment Advisors LLC. Outside of his advisory role, he serves as president of Breese Financial Group, LLC, an insurance sales and marketing business, and is involved in managing insurance sales at Redwood Tax Specialists. He also works as a sales representative for online legal and estate planning services. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and supplemental third-party services.

Prasad Oak is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Procyon. His prior roles include positions at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a broad client base, including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, using a fundamentally driven, customized investment approach with a primarily long-term orientation.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Christopher Wingler is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been involved with Bostian Retirement Planning since 2008, where he also acts as an insurance sales agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.