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.

Fawzi Jaber Hyder is a CFA® charterholder and financial advisor at Mike Adams Financial Advisors, Inc. with three years of industry experience. He has held academic positions at Lenoir-Rhyne University, Lebanese American University, and the University of Central Florida, and currently serves as an assistant professor of finance at Lenoir-Rhyne University. Outside of advising, he is president of The Mike Adams Group, Inc., a holding company specializing in asset management and financial services. Mike Adams Financial Advisors, Inc. is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, corporations, and institutions. The firm uses cyclical and fundamental analysis alongside modern portfolio theory, implementing long-term trading and derivative strategies, and manages a small, specialized client base including non-U.S. clients.

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.

Jacob Hoheisel is a CFP® and holds a Series 66 license, currently serving as an advisor at Autumn Branch Capital, LLC with two years of industry experience. His prior roles include positions at Robert W. Baird & Co. and PYA Waltman Capital, among others. Autumn Branch Capital, LLC is a fee-only registered investment adviser that offers wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm provides portfolio management using a combination of passive and active strategies, incorporating tax considerations and client-imposed restrictions, and offers limited-scope financial planning engagements under a fixed-fee model.

Mark Teichman is a financial advisor at C2 Investment Group with 20 years of industry experience. He holds a Series 63 designation and has worked with C2 Investment Group since 1998. He is a co-owner of C2, LLC, which operates Tracker, a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients, such as municipalities and public funds, focusing on government bond index tracking using US Treasury and Agency securities. The firm offers index-tracking optimization tools to assist clients with portfolio rebalancing and does not provide discretionary portfolio management.

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.

John Zarinsky is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He has been with SafeBridge LLC since 2016, including a prior tenure at AE Wealth Management, LLC, and Horter Investment Management, LLC. Zarinsky is licensed to sell life insurance and annuities but does not receive commissions from their sale. SafeBridge primarily serves individuals and families near or in retirement, focusing on retirement income planning, tax-aware advice, and discretionary investment management. The firm emphasizes long-term portfolio construction using low-cost index ETFs and high-quality fixed income, integrating tax planning and optional tax-return preparation.

Daniel Cunningham is a financial advisor at Cunningham Wealth Management with a Series 65 designation and four years of industry experience. He is also a business developer for Cunningham & Associates, CPAs, Inc., where he earns a percentage of new revenues generated. Prior to his current roles, he held various positions including work in the food service and parking management industries. Cunningham Wealth Management serves individual clients across wealth levels, as well as charitable organizations, corporations, and 401(k) plans. The firm offers discretionary and non-discretionary portfolio management, third-party manager selection, and financial planning, using a comprehensive investment approach that includes asset allocation and multiple analysis methods, with regular account reviews and coordinated reporting.

Kyle Kennedy is a Series 65 licensed financial advisor at Cunningham Wealth Management with four years of industry experience. His prior work includes roles at Cunningham & Associates and The Pension Store. Outside of advising, he was involved with Kylemore Karting for five years. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and employer retirement plans. The firm combines asset-allocation guidance with multiple analysis methods and integrates third-party manager selection and monitoring, providing both discretionary and non-discretionary portfolio management along with written financial planning.

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. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Castle Wealth Group, his career included roles at Centaurus Financial, Advice and Planning Services, TIAA-CREF, Wells Fargo Clearing Services, and Wells Fargo Home Mortgage. Outside of financial advising, he works as a fueler for a NASCAR pit crew in the Craftsman Truck and Xfinity series. Castle Wealth Group provides discretionary asset management, retirement-plan fiduciary services, and financial planning to individuals and employer-sponsored retirement plans. The firm uses fundamental, quantitative, and qualitative analysis for portfolio management and offers a defined service menu that includes ERISA plan services and ongoing client portfolio reviews.

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 prior roles include positions at Centaurus Financial, Woodbury Financial Services, Questar Capital Corporation, 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, retirement-plan fiduciary services, and financial planning to advisory clients, including employer-sponsored retirement plans. The firm applies fundamental, quantitative, and qualitative analyses to portfolio management and offers ERISA plan services and participant education as part of its comprehensive service model.

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 several firms, including Questar Capital Corporation and Woodbury Financial Services. Malone is also involved in tax return preparation services. Castle Wealth Group provides discretionary asset management, retirement-plan fiduciary services, and financial planning to individuals and employer-sponsored retirement plans. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios and offers participant education as part of its ERISA services.

Isaac Neidbalson is a Series 65-licensed financial advisor at Jarrod Adams Investing, LLC with one year of industry experience. He previously worked at Northwestern Mutual and has held various roles including positions at country clubs and a school district. Jarrod Adams Investing, LLC provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, and corporations. The firm manages approximately $85 million across 129 client relationships, focusing on long-term portfolio construction using fundamental and technical analysis with mutual funds, ETFs, individual stocks, bonds, and occasional options.

Donald Masters Jr. is a financial advisor at Masters Tax and Financial Planning LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at Centaurus Financial Inc. and HD Vest Investment Services. Masters is also the owner of Donald M Masters CPA PC, an accounting and tax CPA firm. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, trusts, small businesses, nonprofit organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental analysis approach to large-cap U.S. equities and integrates tax-aware investment strategies coordinated with clients’ accounting professionals.

Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked with C2 Investment Group since 2001 and serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients such as municipalities, universities, and school districts, focusing on Government Bond Index Tracking services. The firm offers an index-tracking optimization application and advises on portfolio rebalancing while clients maintain execution authority and custody.