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.

Hunter Conley is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and coordinates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. With a focus on managing complex and competing financial demands, Hunter works one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He offers ongoing advice and adapts financial plans as clients’ situations evolve. His expertise includes investment advisory services, retirement planning, and wealth management strategies. Hunter holds a bachelor's degree from the University of North Carolina System. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Thomas Druckenbrod is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in retirement income and wealth management planning. With over 19 years of experience in the financial services industry, he focuses on helping individuals set realistic financial goals and develop outcome-oriented strategies using Merrill's customized advice and Bank of America Global Research. Thomas holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. In addition to his professional work, Thomas is involved in his community as a church volunteer. Outside of work, his personal interests include adventure sports, chess, fishing, ice skating, table tennis, traveling, and spending time with his family.

Kirk Messick is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2006, first with Wachovia Securities and then joining Merrill Lynch Wealth Management in 2012, Kirk has built his practice around the principles of hard work, integrity, and a client-first approach. He specializes in goal setting and retirement planning, helping clients consolidate and distribute retirement and pension plans while developing customized wealth management strategies designed to pursue their financial objectives. Kirk holds Series 7 and 66 FINRA registrations, life insurance licenses, and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a Goals Based Wealth Management process, which involves establishing specific financial goals and implementing strategies that provide clients with a clear roadmap to achieve what matters most to them. Beyond his professional work, Kirk is involved in his community as an All Pro Dads Odell Elementary Chapter Coach and as an Assistant Scoutmaster with the Boy Scouts of America. He enjoys hiking, spending time with his family, and watching movies. Kirk earned a high school diploma from West Iredell High School.

Thomas Francomano is a Senior Financial Advisor with The Lake Norman Group at Merrill Lynch Wealth Management in Huntersville, North Carolina. He works with individuals, families, and business owners to accumulate and preserve wealth, helping clients pursue both short and long-term financial goals through personalized strategies. Thomas began his career in wealth management in 2018 after earning a Bachelor's Degree from Colorado State University. He initially worked as a Financial Advisor in Boulder, Colorado before returning to the Charlotte area in 2020. His expertise includes college education planning, corporate benefits, divorce transition planning, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Thomas holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Denver, North Carolina, Thomas is active in his local community. He volunteers with nonprofit organizations, coaches youth lacrosse for recreational and travel teams, and serves as a mentor with the Big Brother Big Sister program. He is also involved with the Lake Norman Chamber of Commerce and supports the Lake Norman Outlaw Lacrosse organization.