Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for eight years. Outside of advising, Davis is a franchisee and partial manager of Summitt Coffee Cafe and serves on the investment team of the United Methodist Foundation of Western North Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through discretionary and non-discretionary strategies, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party models.

David Bolick is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 30 years of industry experience, including a decade with LPL Financial LLC and Independent Advisor Alliance. Bolick has interests outside of advisory work in a property management company and a hunting camp business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm uses a network model and integrates discretionary and non-discretionary portfolio management with technology platforms to support comprehensive wealth management services.

Kymona Thomas is a financial advisor at Creative Planning with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Pearson, GWFS Equities, LPL Financial, Wells Fargo Clearing, TIAA-CREF, and Vanguard Marketing Corporation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Richard Pucciarelli is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2010 and Carolina Retirement Resources since 2003. In addition to his advisory role, he is also an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering discretionary investment management via various account types and model portfolios.

Angela Lessor is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at Journey Strategic Wealth LLC, Bleakley Financial Group LLC, LPL Financial, and Northwestern Mutual Investment Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with capabilities in discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Smith is a financial advisor at Fifth Third Securities, Inc. in Kannapolis, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Robert Flynn is a financial advisor with Empower Advisory Group who holds Series 63 and Series 65 designations and has 22 years of industry experience. He previously worked at TIAA-CREF and TIAA from 1997 to 2022 before joining Empower Financial Services in 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Mark Sumner is a financial advisor with SPC in Mooresville, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at SPC and Parkland Securities LLC since 2020 and previously spent seven years at Securities Service Network, Inc. Sumner is also a licensed insurance agent involved with Sumner Wealth Management, Inc., where he provides life, Medicare Supplement, long-term care, and disability insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Lisa Scriba is a financial advisor with \u0026Partners in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She joined \u0026Partners in 2024 after eight years at Wells Fargo Clearing. Outside of her advisory role, she owns and oversees operations of an automotive maintenance and repair business. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary accounts, utilizing a combination of fundamental, technical, and quantitative analysis.

Justin Romero is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and five years of industry experience. He has previously worked at firms including Accelerate Investment Advisors LLC, Principal Life Insurance Company, and Morgan Stanley. Outside of his advisory role, Romero is a partner at Cypress Benefit Solutions, a firm specializing in group insurance and employee benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Hance is a financial advisor with TIAA-CREF, holding a Series 66 credential and 23 years of industry experience. He has been with TIAA-CREF and its predecessor entities since 2006, with a brief period of unemployment in 2019. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model that distinguishes planning services from ongoing discretionary management and advises a donor-advised fund while utilizing a vertically integrated investment approach.

Norman Bradshaw is a CFP® professional with 27 years of experience in financial advising, currently with Prime Capital Financial. He has held roles at firms including Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he serves on the finance committee of the Rowan Cabarrus YMCA. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing diverse investment strategies and tax-efficient portfolio management tools.

David Carrara is a CFP® with 26 years of experience in the financial services industry. He is currently an advisor at Citizens Securities, Inc., where he has worked since 2021. His prior experience includes 14 years at TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under ownership by Citizens Bank, N.A.

Kevin O'Hare is a financial advisor with Fifth Third Securities, Inc. in Concord, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Fifth Third Securities since 2008. Outside of his advisory role, he serves as an independent soccer referee in Charlotte, NC. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Daniel Schwartz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Nuveen Asset Management, LLC and ClearBridge Investments LLC, among other firms. Outside of his advisory role, he serves as a board member for the Academy of IT at Cox Mill High School and co-owns a Code Ninjas franchise in Concord with his wife. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums such as value and momentum.

Sarah Bolick is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked with Bryant & Bolick Financial Services since 2025 and has been affiliated with Independent Advisor Alliance, LPL Financial, and Straight Arrow Financial Group since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies, using model portfolios and various analytical techniques, and integrates technology platforms to enhance client service delivery.

Alexander Cohen is a financial advisor at &PARTNERS with a Series 66 designation and five years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Clearing for three years and held roles at Amazon Fulfillment Services and The UPS Store. He also has a background in education, having worked at Clemson University and Pine Lake Preparatory. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed directly by advisors or through third-party managers.

James Koester is a financial advisor with Brookstone Capital Management LLC in Concord, NC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Brookstone in 2023, he worked at JDM Financial, Secure Asset Management, Capital Financial Services, and Concorde Asset Management. He is also involved with JD Mellberg Financial, focusing on annuities and life insurance for retirees and those planning retirement. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset allocation models, a turnkey asset management platform, and sub-advisory relationships to deliver its investment solutions.

Sarah Rhodes is a financial advisor at &PARTNERS with 14 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined 12 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing fundamental, technical, and quantitative analysis.

Brandon Rogers is a CFP® with 19 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has held roles at firms including United Planners' Financial Services of America and Cambridge Investment Research. Rogers is also involved as a regular volunteer with Salisbury Civitan and is president of Weswurth Strategies LLC, an entity unrelated to investment services. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan, and family office offerings. The firm employs a variety of investment strategies and oversees accounts on both discretionary and non-discretionary bases.