Christopher Funk

Brandon Schneider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2021, progressing from Investment Consultant to Financial Consultant before advancing to his current position. Prior to joining Fidelity, Brandon held several positions at Truist Bank, including Private Banking Advisor, Wealth Lending Officer, and Branch Manager, where he gained extensive experience in financial services and client management. Throughout his career, Brandon has focused on providing clients with personalized financial plans and ongoing guidance, aiming to help them achieve their financial goals. His professional journey reflects a commitment to clarity and direction in financial consulting. Outside of his professional work, Brandon enjoys activities such as spending time at the beach and lake, engaging in family activities, fitness, running, and parenthood.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Matthew Blades is a CFP® with nine years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has held prior roles at Members Trust Company, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Woodard & Co Asset Management Group Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm employs a tactical asset allocation and “market leaders” equity approach, managing over $1 billion across approximately 3,000 accounts.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

John Woodard is a financial advisor with Woodard & Co Asset Management Group Inc in Bermuda Run, NC. He holds Series 63 and Series 65 licenses and has 7 years of industry experience. Woodard has been with Woodard & Co Asset Management Group Inc since 1985. Woodard & Co Asset Management Group Inc provides discretionary asset management for individual and institutional clients, as well as retirement plan services including design and participant education. The firm manages approximately $1.039 billion across about 3,000 accounts and uses a tactical asset allocation and “market leaders” equity approach, supported by proprietary research and external data sources.

John Woodard is a financial advisor at Woodard & Co Asset Management Group Inc in Bermuda Run, NC, holding a Series 65 license with one year of industry experience. His prior roles include a position at Fidelity in 2022 and work with the YMCA in 2020. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages approximately $1.039 billion across about 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.