Sean Williams is a CFP® with 11 years of industry experience, currently serving as an advisor at Cadence Wealth Partners, LLC since 2023. His prior experience includes roles at Instrumental Wealth, LLC and Northwestern Mutual. Outside of his financial advisory work, he is a father first. He enjoys woodworking and playing the banjo. He also loves Gator sports, even when the teams are terrible. Cadence Wealth Partners is a fee-only, fiduciary financial planning firm in Concord, NC specializing in helping business owners and pre-retirees (55+) reduce taxes, plan retirement income, and prepare for business exits and major life transitions. Our team includes CFP®, CEPA, and RICP credentialed advisors who take a whole-picture approach — investments, tax planning, estate planning, and risk management working together. We work with clients locally and virtually across the U.S. Named a 2025 & 2026 Wealthtender Voice of the Client Highly Rated Advisor.

Edward Helm Jr. is a financial advisor at Emerald Haven Investments Corp in Albemarle, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Emerald Haven Investments Corp since 2011. Emerald Haven Investments provides financial and retirement planning as well as discretionary wealth management services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm uses client interviews to develop investment policy statements and manages portfolios across various risk profiles, employing asset allocation based on fundamental analysis of mutual funds, ETFs, and individual equities.

Alexandra Rickard is the principal of Rickard Investment Consulting, LLC in Concord, NC, holding a Series 65 designation with one year of industry experience. Prior to founding her independent advisory firm in 2026, she worked at Novant Health and Bonded Logistics, among other roles. Rickard Investment Consulting, LLC provides investment advisory services primarily to individual and high-net-worth clients, offering portfolio analysis, ongoing monitoring, and optional financial planning and consulting. The firm uses fundamental and technical analysis to tailor portfolios across cash, equity, and fixed-income allocations and includes options strategy analysis as part of its service offering.

Joseph Calabrasi is a CFP® with 18 years of industry experience. He is the sole advisor at Lionsight Capital, LLC, an independent advisory firm he has been with since 2012. Since 2017, he has also served as Procurement Director at LendingTree, a non-investment-related online marketplace provider. Lionsight Capital, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting primarily for individual clients. The firm customizes portfolios using mutual funds and ETFs, applying a range of investment methods from modern portfolio theory to technical analysis, and manages approximately $8.24 million in assets across 16 client relationships.

Melissa Miller is a financial advisor at Miller Wealth Partners with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Kingswood Capital Partners, Blueprint Financial Advisors, and Cambridge Investment Research. Miller serves as Vice Chair and Finance Committee Member for The Parkinson Association of the Carolinas. Miller Wealth Partners provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, non-profits, small businesses, and estates. The firm employs a process combining fundamental and technical analysis with modern portfolio theory and also offers retirement plan advisory services.

Phillip Whitley is a financial advisor with Whitley Financial, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Sterne Agee, and Synergy Investment Group. He is also a licensed insurance professional, dedicating less than 10% of his business time to insurance activities. Whitley Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis to develop customized asset allocations, with accounts managed on a discretionary basis and reviewed at least annually.

Michael Mustian is a CFP® professional with nine years of industry experience. He is currently an advisor at Soaring Investment Management, LLC, where he has worked since 2025. His prior experience includes roles at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis to manage diversified portfolios and offers financial planning with capped hourly pricing and ongoing engagement.

Nicholas O'kelly is a CFP® professional with three years of industry experience, currently serving at Cadence Wealth Partners, LLC. Prior to his advisory roles, he served 13 years in the United States Army. He is a board member of The Davis Focus Project, a nonprofit focused on optimizing human performance through natural mental health modalities, and an ambassador for Give an Hour, a mental health nonprofit. Cadence Wealth Partners provides advisory services primarily to individuals, high-net-worth clients, and closely held business owners, offering discretionary portfolio management, written financial planning, and business consulting. The firm employs a variety of analytical methods and generally pursues a long-term trading approach tailored to client risk tolerance and goals.

Paul Clark is a CFP® professional with four years of industry experience, currently serving as an advisor at Mill Capital Management, LLC. Prior to joining Mill Capital in 2021, he worked at Wells Fargo for ten years. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations, providing discretionary investment management focused on a concentrated, value-oriented large-cap equity strategy. The firm integrates financial planning with its investment services and manages approximately $1.49 billion in client assets with a team of three advisors.

Jonathan Rhoney is a CERTIFIED FINANCIAL PLANNER™ professional at Mill Capital Management, LLC with five years of industry experience. He has been with Mill Capital since 2021 and previously worked at Wells Fargo from 2003 to 2021. Mill Capital Management serves individual clients, including high net worth individuals, and charitable organizations by providing discretionary investment management and financial planning. The firm employs a concentrated, value-oriented large-cap equity strategy and manages approximately $1.49 billion in client assets with a team of three advisors.

Misty Thornburg is a financial advisor with Uwharrie Investment Advisors, Inc., holding a Series 66 designation and 26 years of industry experience. She has worked with The Strategic Alliance Corporation since 2008. Thornburg serves on the board of the Stoney Run Homeowners Association. Uwharrie Investment Advisors, Inc. is an SEC-registered multi-advisor firm managing approximately $338 million for around 837 clients. The firm provides discretionary portfolio management, retirement plan consulting, and limited financial planning using an asset-allocation approach based on Modern Portfolio Theory.

Kyle Eudy is a financial advisor at Uwharrie Investment Advisors, Inc. with 18 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Kyle has worked at Private Client Services LLC since 2012 and has been involved with Anson County Parks and Recreation since 2008. He serves on the board of the non-profit John P. Murray Community Care Clinic and is a part-owner of a baseball and softball practice facility, Xtra Innings, LLC. Uwharrie Investment Advisors, Inc. is an SEC-registered multi-advisor firm managing approximately $338 million for about 837 clients. The firm offers discretionary portfolio management, retirement plan consulting, and legacy position management, using an asset allocation approach informed by Modern Portfolio Theory and a combination of mutual fund and ETF analysis alongside third-party manager due diligence.

Joanne Burleson is a financial advisor with Uwharrie Investment Advisors, Inc. She holds a Series 66 designation and has 16 years of industry experience. Her work history includes roles at Private Client Services LLC, Strategic Investment Advisors, and Uwharrie Capital Corp. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. The firm serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, and retirement plan consulting with an investment process based on Modern Portfolio Theory and oversight by an Investment Committee.

Lynn Irvin is an advisor at Intercarolina Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intercarolina Financial Services since 1993. Prior to that, he worked at CK Federal Savings Bank starting in 1990. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Michael Harwood is a financial advisor at Uwharrie Investment Advisors, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at Private Client Services LLC, Strategic Investment Advisors, and Bank of Stanly. Outside of his advisory role, he serves on the Stanly County Airport Authority board and is vice-chairman of the CHS Stanly hospital advisory council, as well as chairman of a local nonprofit economic development organization. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets for individuals, retirement plans, trusts, foundations, and corporations. The firm employs asset allocation based on Modern Portfolio Theory, uses documented investment policy statements, and offers discretionary portfolio management with oversight from an Investment Committee and Chief Compliance Officer.

Robert Brannan is a financial advisor at Uwharrie Investment Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Private Client Services LLC since 2012 and Uwharrie Capital Corp since 2008. Outside of his advisory role, he serves as Executive Vice President of Uwharrie Bank and holds leadership positions in several local nonprofit organizations, including the Central North Carolina Council Boy Scouts and the Concord Rotary Club Foundation. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets for individuals, retirement plans, trusts, foundations, charities, and corporations. The firm employs an investment process based on Modern Portfolio Theory, with discretionary portfolio management and oversight by an Investment Committee, offering both internally managed and external sub-advisor strategies.

Carl Grubb is a financial advisor at Uwharrie Investment Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has previously worked at R.H. Barringer and in various roles outside finance, including at Devils Backbone Brewing. Grubb serves as President of the Board of Directors for the Carl & Linda Grubb Family YMCA and represents the organization on its regional association board. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. The firm serves individuals, retirement plans, trusts, foundations, and corporations, offering portfolio management, financial planning, and retirement consulting with an investment process based on Modern Portfolio Theory and oversight by an Investment Committee.

Roger Dick is a financial advisor with Uwharrie Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with The Strategic Alliance Corporation since 1994 and Bank of Stanly since 1983. Outside of his advisory roles, he serves on the Pfeiffer College Board of Trustees, participating in the investment committee and working with the endowment portfolio, and he chairs the Stanly County Community Foundation’s advisory board. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets for individuals, retirement plans, trusts, foundations, charitable organizations, and corporations. The firm employs an investment approach grounded in Modern Portfolio Theory with oversight by an Investment Committee, offering discretionary portfolio management across multiple asset classes alongside financial planning and retirement consulting services.

Thomas Wall is a financial advisor at Uwharrie Investment Advisors, Inc. in Albemarle, NC, holding Series 63 and Series 66 credentials with five years of industry experience. He previously worked at Ally Invest Advisors and State Employees Credit Union. Uwharrie Investment Advisors is an SEC-registered multi-advisor firm managing approximately $338 million for over 800 clients. The firm provides discretionary portfolio management, retirement plan consulting, and limited financial planning using an asset-allocation approach based on Modern Portfolio Theory.

Bryan Stark is a financial advisor with Stark Financial Advisers, Inc., holding a Series 66 designation and 19 years of industry experience. His career includes long-term roles at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc., as well as over three decades at U.S. Airways. Stark Financial Advisers, Inc. manages approximately $94.7 million on a discretionary basis for individuals, pension and profit-sharing plans, corporations, and other business entities. The firm employs an asset-allocation driven approach that incorporates both fundamental and technical analysis, offering strategies ranging from conservative to aggressive and including derivative use in separately managed accounts.