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.

David Whitaker is a financial advisor at Rooted Planning LLC in Mooresville, NC, holding CFP® and ChFC® designations with 10 years of industry experience. His prior work includes roles at Northwestern Mutual and Financial Analysis Inc. Additionally, he owns Rooted Finances LLC, which offers tax preparation and consulting services. Rooted Planning LLC is an independent, state-registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management and fee-based financial planning. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs, incorporating various securities as appropriate, and also serves charitable organizations, corporations, trusts, and estates.

Leonard Marte is a CFP® with eight years of industry experience, currently serving as the sole advisor at Abundant Advisors, LLC. He previously worked at The Vanguard Group, Inc. for 11 years and at SmartPath, Inc. for two years. Abundant Advisors serves mass-affluent, high-net-worth, and ultra-high-net-worth individuals and families, offering discretionary investment management and comprehensive financial planning. The firm employs investment strategies based on fundamental analysis and Modern Portfolio Theory, combining passive ETFs and active funds with attention to tax efficiency and regular portfolio reviews.

Phillip Gussman is the sole advisor at Bulldog Asset Management, Inc., an independent firm based in Huntersville, NC. He holds Series 63 and Series 65 designations and has 16 years of industry experience. Since 2006, Mr. Gussman has been self-employed and also spends the majority of his time working with non-profits through Gussman Consulting, assisting with fundraising, messaging, and web development. Bulldog Asset Management provides investment supervisory and portfolio management services to individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm manages approximately $61 million across 45 client accounts, focusing on diversified asset allocation tailored to each client’s financial situation, objectives, and risk tolerance, with ongoing discretionary management and regular portfolio reviews.

Patrick Riley is a financial advisor with Optimal Planning LLC in Concord, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with several firms, including LPL Financial and Camarda Wealth Advisory Group. In addition to his advisory role, he is an insurance agent with Wealth Management of the Carolinas. Optimal Planning LLC provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, and businesses. The firm primarily uses a passive investment approach with portfolios of index mutual funds and ETFs, guided by client-specific investment policy statements and supplemented by fundamental and cyclical analysis.

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.

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.

James Krapfel is a CFP® and CFA® with five years of industry experience. He is the sole advisor at Glass Lake Wealth Management, where he has worked since 2020. Prior to that, he was with RMB Capital from 2015 to 2019. Glass Lake Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with discretionary asset management and financial planning services. The firm employs a long-term, quality-growth investment approach with diversified equity and fixed-income allocations and offers a distinctive voluntary Day Trading overlay for qualified clients under a performance-based fee arrangement.

David Hedges is the principal of Bookman Bright, Inc. in Davidson, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bookman Bright, Inc. since 2012 and Regal Investment Advisors, LLC from 2012 to 2019. Outside of his advisory work, he operates College Bound Financial, assisting clients with college financing through FAFSA and EFC calculations. Bookman Bright, Inc. provides financial planning, portfolio management, and pension-plan consulting to individuals and employer retirement plans. The firm employs an asset-allocation approach complemented by fundamental and technical analysis and may recommend third-party managers as part of its investment solutions.

Brendan Willmann is a CFP® and CFA® with 26 years of industry experience. He is the principal and sole advisor at Granada Wealth Management, LLC, an independent SEC-registered investment adviser based in Davidson, NC. Prior to founding Granada Wealth Management in 2016, he worked at LPL Financial and Citigroup Global Markets. Willmann also provides tax preparation and accounting services through a related business. Granada Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and comprehensive financial planning. The firm’s approach emphasizes long-term portfolio construction using ETFs, mutual funds, U.S. Treasuries, and fundamental analysis, alongside ERISA-focused consulting and fiduciary services for corporate retirement plans.

Mallory Warren is a CFP®-designated financial advisor with eight years of industry experience. She is the principal of Aerden LLC and has previously worked at Fidelity Investments, The Vanguard Group, and American Airlines. Outside of her advisory role, she operates a separate digital financial-education practice. Aerden LLC provides fee-only, advice-only financial planning to individuals and families through one-time engagements without managing client investment accounts or accepting discretionary authority. The firm’s investment advice focuses on long-term strategic asset allocation based on Modern Portfolio Theory, emphasizing diversification, cost-efficiency, and tax considerations.

Edin Cuskovic is the principal of Maximum Advisory, an independent registered investment adviser based in Huntersville, NC, with 14 years of industry experience. He holds the CFA® designation and Series 65 license. In addition to his work as a financial advisor, Edin owns and serves as president of Maximum Accounting and Tax Services LLC, which provides accounting and tax services in North Carolina. Maximum Advisory offers comprehensive financial planning and discretionary investment management to individuals, businesses, trusts, pension and profit-sharing plans, and charitable organizations. The firm uses a process centered on written Investment Policy Statements and combines Modern Portfolio Theory with passive and active strategies, emphasizing ongoing client relationships and coordinated advisory services.

William Howard is a CFP® and ChFC® with 23 years of experience in financial advising. He has led Durant Wealth Management Advisory Services since 2014 and has operated Howard Financial Tax Service since 1980. Outside of advising, he also runs 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 using a diversified investment approach focused on ETFs, mutual funds, and other asset classes. The firm combines fundamental analysis with modern portfolio theory and offers both discretionary and non-discretionary management alongside tailored Investment Policy Statements and regular account reporting.

Bryan Keller is the sole advisor at Social Impact Investments Inc. in Huntersville, NC, holding a Series 65 credential with eight years of industry experience. His prior work includes four years with Goodwill Industries of the Southern Piedmont. Social Impact Investments Inc. manages portfolios primarily for individual and high-net-worth clients, focusing on equities alongside fixed income, ETFs, and other securities. The firm emphasizes tailored investment strategies aligned with clients’ goals and risk tolerance, maintaining a small client base and explicit policies regarding client-imposed investment restrictions.

Adwowa Afenyi Annan is a CFP® and Series 66 credentialed financial advisor with 23 years of industry experience. She is the principal of 3A Financial Group, LLC, an independent registered investment adviser based in Huntersville, NC. Annan has held roles at Alight Financial Solutions LLC and Alight Solutions (formerly AON Hewitt) since 2010. In addition to her advisory work, she provides tax services to clients and is an independent insurance agent. 3A Financial Group serves individuals, trusts, foundations, estates, and charitable organizations, managing approximately $17.1 million across about 26 client relationships. The firm employs a fundamentally driven, long-term asset allocation approach, primarily managing accounts on a non-discretionary basis with a focus on mutual funds, ETFs, and suitable insurance and annuity products.

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.

John Harris is a financial advisor at WMC Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Capital Management and Wealth Management of the Carolinas, where he serves as president of a separate insurance business focused on fixed insurance products. WMC Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, utilizing primarily passive investment strategies with an emphasis on asset allocation and periodic rebalancing. The firm also offers educational seminars on personal finance and manages accounts according to individualized investment policy statements.

Leo Theriault is a financial advisor at Family Wealth Partners Concord, Inc with 11 years of industry experience. He holds a Series 65 designation and is based in Concord, NC. Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm emphasizes asset allocation and a Free Market Portfolio approach, offering fee-based advice and acting as a co-advisor on managed asset programs through Matson Money.

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.