Christopher Funk

Andrew Bonner is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Investment Solutions Representative, High Net Worth Representative, and Service Representative. His professional focus includes educating and informing clients on retirement planning by utilizing Fidelity tools and employing active listening to identify strategies aimed at achieving long-term goals.

John Setzer is the Senior Resident Director and Wealth Management Advisor at the Winston Salem office of Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2001. John and his team advise clients on wealth accumulation, preservation, and transfer through the creation of customized wealth management strategies, which include portfolio development, liability management, and asset preservation. John holds a Bachelor's Degree from Appalachian State University and has completed studies at the Wake Forest University School of Banking. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Personal Investment Advisor (PIA). His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Outside of his professional responsibilities, John is involved with the Appalachian State University Alumni and the YMCA of Western North Carolina. He participates in community organizations such as Habitat for Humanity and Goodwill Industries of Northwest North Carolina. In his free time, John enjoys boating, fishing, golfing, hiking, skiing, traveling, and spending time with his family.