Theodore De Lisi

David Whitaker is a CFP® and ChFC® with nine years of industry experience. He is the principal of Rooted Planning LLC in Mooresville, NC, and has prior experience at Northwestern Mutual and Financial Analysis Inc. In addition to his advisory work, he is involved in tax preparation and consulting through Rooted Finances LLC. 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 offers 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 is a financial advisor with Balance Investments in Statesville, NC, holding Series 65 and Series 66 licenses and 13 years of industry experience. He has been with Balance Investments since 2014, serving as the firm's sole advisor. Balance Investments is an independent registered investment adviser managing approximately $2.7 million in client assets. The firm provides investment management and financial planning services to individuals, high-net-worth clients, and businesses, utilizing a core-satellite investment approach with portfolios tailored to clients' goals and risk tolerance.

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 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.

Mark Teichman is a financial advisor at C2 Investment Group with 20 years of industry experience. He holds a Series 63 designation and has been with C2 Investment Group since 1998. Teichman is also co-owner of C2, LLC, which offers Tracker, a portfolio accounting and reporting application. C2 Investment Group provides investment advice exclusively to institutional public-fund clients, focusing on government bond index-tracking services involving U.S. Treasury and agency securities. The firm delivers services on a non-discretionary, consultative basis and employs an index-tracking optimization approach tailored to public institutional mandates.