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.

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.

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 advisor at Cunningham Wealth Management with four years of industry experience. He previously worked at The Pension Store and Cunningham & Associates. Outside of his advisory role, he was involved with Kylemore Karting for five years. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) plans, offering portfolio management, third-party manager selection, and financial planning. The firm emphasizes long-term investment strategies developed through detailed client interviews and a combination of analytical approaches, with regular account reviews and coordinated reporting.

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.

John Foard is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He is a co-founder and managing partner of Crown Advisors, LLC, which oversees Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. He also owns Foard Wealth Management, LLC, a financial industry consulting business. 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 and employs fundamental and technical analysis in portfolio management, including option writing and the use of derivatives.

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.

Donald Masters is a financial advisor at Masters Tax and Financial Planning LLC in Statesville, NC, holding a Series 66 designation with five years of industry experience. He has previously worked at Centaurus Financial Inc. and HD Vest Investment Services, and he owns a Certified Public Accountant firm, Donald M Masters CPA PC. Masters Tax and Financial Planning LLC primarily serves high-net-worth individuals, families, small businesses, and nonprofit organizations, offering discretionary portfolio management, comprehensive financial planning, and tax-efficient investment strategies. The firm emphasizes long-term, tax-aware portfolios and provides related professional services through its principal’s separate CPA practice.

Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with C2, LLC dba Tracker since 2006 and with C2 Investment Group since 2001. He also serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application called Tracker. C2 Investment Group provides investment advice exclusively to institutional public-fund clients such as municipalities, universities, and educational districts, focusing on government bond index-tracking services limited to U.S. Treasury and agency securities. The firm delivers non-discretionary, consultative services using an index-tracking optimization application to generate portfolio rebalancing recommendations while clients retain custodial and trade execution decisions.

Jarrod Adams is a financial advisor with Jarrod Adams Investing, LLC in Catawba, NC, holding a Series 65 designation and 13 years of industry experience. He founded Jarrod Adams Investing in 2012 after operating Jarrod Adams Trading from 2005 to 2019. Jarrod Adams Investing, LLC provides discretionary investment advisory and wealth management services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $73.2 million in assets using a long-term investment approach that combines fundamental and technical analysis, primarily utilizing mutual funds and ETFs along with selective use of individual stocks, bonds, and options.

Timothy Bain is a financial advisor at Spark Asset Management Group with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spark since 2010. Outside of his advisory work, Bain teaches music lessons and is involved in a music-related business as a corporate secretary and part owner. Spark Asset Management Group provides asset management, retirement planning, and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm primarily manages assets through tactical, trend-following model portfolios that combine algorithmic trend indicators with technical and fundamental research, utilizing ETFs alongside strategic allocation and custom portfolios.

Mary Masters is a financial advisor at Masters Tax and Financial Planning LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and Cetera Advisors. Mary is also a licensed insurance agent, offering insurance products on a limited basis. Masters Tax and Financial Planning LLC serves high-net-worth individuals, families, small businesses, and nonprofit organizations. The firm focuses on long-term, tax-aware portfolio management and comprehensive financial planning, incorporating fundamental, technical, and macroeconomic analysis.

Joe Silvas is a financial advisor with C2 Investment Group, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He is co-owner of C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. Silvas has been with C2 Investment Group and its related entity since 1997. C2 Investment Group provides investment advice exclusively to institutional public-fund clients such as municipalities and universities, focusing on government bond index-tracking services limited to U.S. Treasury and agency securities. The firm operates on a non-discretionary, consultative basis and uses an index-tracking optimization application to evaluate portfolios and generate rebalancing recommendations.

Lee Larson is a financial advisor at Everstar Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Larson serves on the boards of several non-investment related companies, including 27 Software U.S. Inc. and True Health Solutions Inc., and is chairman of Beacon Health Benefits Inc. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in assets for about 1,077 clients and sponsors multiple private investment funds, employing a structured investment process that includes proprietary models and the use of derivatives and options.

Fu Yuet is a financial advisor at Everstar Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Fundamental Global Investors, LLC and CWA Asset Management Group. Outside of his advisory role, he has been employed by Caterpillar Inc. since 2002. Everstar Asset Management provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, foundations, and certain institutional accounts. The firm manages approximately $311 million in regulatory assets under management and sponsors multiple private investment funds, employing a five-step investment process centered on long-term asset allocation and proprietary equity and fixed-income models.