Edward Helm Jr. is a financial advisor at Emerald Haven Investments Corp in Albemarle, NC, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Emerald Haven Investments Corp since 2011. Emerald Haven Investments provides financial and retirement planning as well as discretionary wealth management services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm uses client interviews to develop investment policy statements and manages portfolios across various risk profiles, employing asset allocation based on fundamental analysis of mutual funds, ETFs, and individual equities.

Hayden Hicks is a financial advisor at Uwharrie Investment Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his financial advisory role, he serves as an elected member of the Town of Denton Board of Commissioners. 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, providing discretionary portfolio management and financial planning with an investment approach based on Modern Portfolio Theory and oversight by an Investment Committee.

Misty Thornburg is a financial advisor at Uwharrie Investment Advisors, Inc. with 25 years of industry experience. She holds a Series 66 designation and has been associated with The Strategic Alliance Corporation since 2008. Thornburg serves on the board of the Stoney Run Homeowners Association. 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 and financial planning with an investment approach based on Modern Portfolio Theory and oversight by an Investment Committee.

Kyle Eudy is a CFP® professional with 17 years of industry experience, currently serving at Uwharrie Investment Advisors, Inc. He has been with Private Client Services LLC since 2012 and holds multiple securities licenses including Series 63 and Series 65. Outside of his advisory work, Eudy is involved in community service as a board member of the John P. Murray Community Care Clinic and South Piedmont Community College Foundation, and he is a part-owner of a baseball and softball practice facility. 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 and financial planning with an investment approach grounded in Modern Portfolio Theory and oversight by an Investment Committee.

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. with four years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Ally Invest Advisors and State Employees Credit Union. Uwharrie Investment Advisors is a multi-team SEC-registered firm managing approximately $278 million in discretionary assets for individuals, retirement plans, trusts, and institutions. The firm provides discretionary portfolio management and financial planning, emphasizing asset allocation based on Modern Portfolio Theory and oversight by an Investment Committee.