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.

Herman Brunson Jr. is the sole advisor at Balance Investments in Statesville, NC, with 14 years of industry experience. He holds Series 66 and Series 65 licenses and has led Balance Investments since 2014. Balance Investments provides investment advisory services and financial planning to individuals, high-net-worth clients, and businesses, offering portfolio management, written financial plans, and ongoing reviews. The firm uses a core-satellite investment strategy tailored to client-specific factors and integrates both fundamental and technical analysis, while also providing public educational seminars and webinars.

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.

Shawn Fleming is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding the ChFC® designation and a Series 65 license. He has 18 years of industry experience and has been with Professional Wealth Management Services since 2009. Outside of his advisory role, Shawn is independently licensed in life, accident, and health insurance and provides limited insurance agent services as part of comprehensive financial planning. He is also engaged in general business and management consulting. Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning and discretionary portfolio management. The firm emphasizes suitability and tailored strategies, managing approximately $136 million for about 60 clients through a two-advisor team.

William Kearney is a financial advisor at Crown Private Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Virtue Capital Management, Horter Investment Management, and Integrated Financial Concepts LLC, where he is also the owner. Kearney is a co-founder and insurance agent at Crown Insurance Advisors, a fixed insurance agency serving retail clients. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets for about 133 clients and employs both fundamental and technical analysis, including option strategies and the use of margin, to guide portfolio management.

Marc Wulf is a financial advisor with Castle Wealth Group in Mooresville, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions with Centaurus Financial, Inc., TIAA-CREF, Wells Fargo Clearing Services, LLC, and Stewart-Haas Racing. Outside of finance, he is contracted as a fueler on NASCAR pit crews in the Craftsman Truck and Xfinity series. Castle Wealth Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including retirement-plan advisory services. The firm employs a combination of fundamental, quantitative, and qualitative investment analysis and emphasizes pension consulting and sub-advisor oversight.

John Foard III is a CFP® with 26 years of industry experience and is a managing partner at Crown Private Wealth, LLC in Mooresville, NC. He co-founded Crown Advisors, LLC and Crown Insurance Advisors, LLC, where he is involved in managing operations and providing insurance and risk management services. He also owns Foard Wealth Management, LLC, a financial industry consulting business. Crown Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and retirement plans under ERISA. The firm’s investment approach integrates both fundamental and technical analysis and employs strategies including options writing and the use of margin and derivatives within separately managed accounts.

John Stevenson is a financial advisor with Professional Wealth Management Services LLC in Statesville, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Professional Wealth Management Services since 2007. Outside of his advisory role, John is independently licensed in life, accident, and health insurance and also engages in general business and management consulting. Professional Wealth Management Services LLC provides fee-only financial planning and discretionary portfolio management primarily for individuals and trusts. The firm emphasizes tailored investment strategies based on detailed risk assessments and offers a wrap fee program that includes bundled asset allocation and trade execution services.

Michael Mcfadden is a financial advisor with Castle Wealth Group in Mooresville, NC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Centaurus Financial, Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and GCG Wealth Management. He serves as a committee member of the Davidson Public Arts Committee and is a board member of the Davidson Farmer's Market. Castle Wealth Group provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, including retirement-plan advisory services. The firm employs a combination of fundamental, quantitative, and qualitative investment analysis and offers pension consulting and sub-advisor oversight as notable service features.

Jonathan Malone is a financial advisor at Castle Wealth Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Questar Capital Corporation, Woodbury Financial Services, and Centaurus Financial Inc. In addition to advising, Malone is involved in tax return preparation services. Castle Wealth Group provides discretionary asset management and financial planning for individuals, high-net-worth clients, and business entities. The firm also offers retirement-plan advisory services, utilizing fundamental, quantitative, and qualitative investment analysis with a focus on pension consulting and oversight of sub-advisors.

Donald Masters is a financial advisor at Masters Tax and Financial Planning LLC in Statesville, NC, holding a Series 66 designation with five years of industry experience. He has previously worked at Centaurus Financial Inc. and HD Vest Investment Services, and he owns a Certified Public Accountant firm, Donald M Masters CPA PC. Masters Tax and Financial Planning LLC primarily serves high-net-worth individuals, families, small businesses, and nonprofit organizations, offering discretionary portfolio management, comprehensive financial planning, and tax-efficient investment strategies. The firm emphasizes long-term, tax-aware portfolios and provides related professional services through its principal’s separate CPA practice.

Timothy Bain is a financial advisor with Spark Asset Management Group in Statesville, NC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has been with Spark Asset Management Group and StoneX Securities Inc. since 2010. Outside of finance, Bain is involved in MUSIC 49 INC., where he teaches music lessons and assists with marketing and bookkeeping. Spark Asset Management Group is a state-registered investment adviser offering discretionary asset management, retirement advice, and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm employs tactical asset allocation using trend-following models combined with technical and fundamental research and manages a range of portfolios, including specialty accounts utilizing derivatives and leveraged products.

Mary Masters is a financial advisor at Masters Tax and Financial Planning LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisors. Mary is also a licensed insurance agent, offering insurance products on a limited basis. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, small businesses, and nonprofit organizations. The firm focuses on long-term, tax-aware portfolio management and comprehensive financial planning, incorporating fundamental, technical, and macroeconomic analysis.

Matthew Ellis is a financial advisor with Fidelis Capital and holds Series 63, Series 65, and Series 66 designations. He has 19 years of industry experience, including prior roles at Wells Fargo and Merrill. Ellis serves on the board of Centerstone Military Services, a nonprofit organization. Fidelis Capital Partners provides investment advisory and related services to individuals, family offices, trusts, philanthropic organizations, and other entities. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, and manages portfolios on a primarily discretionary basis while also offering financial planning and sub-advisory services.

Nina Lloyd is President and CEO of Opus Financial Advisors, Inc. She holds the CFP® designation and has 15 years of industry experience. Her prior roles include positions at FSC Securities Corporation and LPL Financial LLC. Outside of her advisory work, she is the owner and president of Lloyd Grading and Utilities, Inc. Opus Financial Advisors is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a range of sponsored and third-party investment programs primarily on the LPL platform.

James Staples is a CFP® with 43 years of industry experience and serves as President of Opus Financial Advisors, Inc. He has worked at LPL Financial LLC and FSC Securities Corporation and has been with Opus Financial Advisors since 1982. Staples serves as a board member for Children's Homes of Iredell County and has held leadership roles in local nonprofit organizations related to education and community outreach. Opus Financial Advisors is a team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a variety of sponsored and third-party programs primarily on the LPL platform, with a mix of fundamental and technical investment methods.

Janna Deegan is a financial advisor at Opus Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has been with Opus Financial Advisors since 2015. Deegan also serves as the firm’s Vice President and Chief Compliance Officer and is a licensed notary public. Opus Financial Advisors is a state-registered, team-based firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting using a combination of firm-sponsored and third-party investment programs primarily administered on the LPL platform.

Nilsa Daniel is a financial advisor with Opus Financial Advisors, Inc. in Statesville, NC. She holds a Series 66 designation and has nine years of industry experience, having previously worked at LPL Financial LLC, OSAIC, FSC Securities Corporation, Morgan Stanley, and Fidelity Brokerage Services LLC. Outside of advising, she is a North Carolina notary public and occasionally notarizes documents. Opus Financial Advisors is a team-based, state-registered firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a mix of sponsored and third-party programs primarily administered on the LPL platform.

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.