Uwharrie Investment Advisors, Inc.

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.

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.

Kelly Smith is a Series 66-credentialed financial advisor at Uwharrie Investment Advisors, Inc. with six years of industry experience. Prior to joining Uwharrie Investment Advisors, Smith worked at Uwharrie Bank for seven years. Outside of his advisory role, he serves as an additional signer on his local church’s checking account in case of emergency. Uwharrie Investment Advisors is an SEC-registered multi-advisor firm managing approximately $338 million for over 800 clients. The firm offers discretionary portfolio management, retirement plan consulting, and limited financial planning, using an asset-allocation strategy guided by Modern Portfolio Theory and a disciplined due diligence process.

Christy Stoner is a financial advisor at Uwharrie Investment Advisors, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with The Strategic Alliance Corporation, Bos Financial Corp, and Robert Thomas Securities Inc. since 1991. Outside of advising, she serves as an executive vice president at Uwharrie Bank and is involved with the Uwharrie Capital Corp Community Foundation. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. The firm provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and corporations, emphasizing asset allocation based on Modern Portfolio Theory and oversight by an Investment Committee. Its ownership structure includes affiliations with a community bank, broker-dealer, and insurance agency.

Velinda Bost is a financial advisor with Uwharrie Investment Advisors, Inc. in Albemarle, NC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. Her prior experience includes roles at LPL Financial, LLC and Fidelity Investments. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets, serving individuals, retirement plans, trusts, foundations, charitable organizations, and corporations. The firm emphasizes asset allocation based on Modern Portfolio Theory and manages portfolios on a discretionary basis with oversight from an Investment Committee and Chief Compliance Officer.

Jennifer Morehead is a Series 66-licensed financial advisor at Uwharrie Investment Advisors, Inc. with 11 years of industry experience. She has worked at Private Client Services, LLC and Strategic Investment Advisors since 2014. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets. It serves individuals, retirement plans, trusts, foundations, charitable organizations, and corporations, offering discretionary portfolio management across various asset classes along with financial planning and retirement plan consulting.

Bryson Childress is a financial advisor at Uwharrie Investment Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Uwharrie Investment Advisors, he worked at Compass Group - Canteen for two years. Uwharrie Investment Advisors is an SEC-registered multi-advisor firm managing approximately $338 million for about 837 clients. The firm offers discretionary portfolio management, retirement plan consulting, financial planning, and legacy position management, utilizing an asset-allocation approach guided by Modern Portfolio Theory.

Brooke Senter is a financial advisor at Uwharrie Investment Advisors, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at multiple related firms including Uwharrie Bank, Uwharrie Capital Corp, and The Strategic Alliance Corporation. Outside of her advisory role, she serves as treasurer for Custom Doors, Inc., a family business, and holds several community and nonprofit board positions including roles with the Stanly Community Foundation and UCC Community Foundation. 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 discretionary portfolio management across various asset classes along with financial planning and retirement consulting. Its investment approach emphasizes asset allocation based on Modern Portfolio Theory, with oversight from an Investment Committee and compliance officers, and it operates as a wholly owned subsidiary of Uwharrie Capital Corp alongside affiliated financial entities.

David Gaskin is a financial advisor with Uwharrie Investment Advisors, Inc. He holds the ChFC® designation and Series 66 license, and has 25 years of industry experience. His prior work includes roles at Private Client Services LLC, Bank of Stanly, and Strategic Investment Advisors. Outside of his advisory work, he serves on the board of Randolph Friends of the Zoo, assisting with fundraising and organizing an annual auction, and is active in the Randolph Rotary Club, where he serves as president and oversees fundraising and community service projects. 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 emphasizes asset allocation based on Modern Portfolio Theory, offers discretionary portfolio management across multiple asset classes, and operates within a group structure that includes a community bank, broker-dealer, and insurance agency.