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.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Matthew Johnson is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities and developing strategies to pursue their financial goals. He offers expertise in various areas including general investing, retirement planning, and preparing for unexpected expenses. Matthew emphasizes personalized guidance, working closely with clients to address their concerns and provide ongoing advice as their needs evolve. Matthew holds a Bachelor's Degree from St. Edward's University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is also involved in the community through participation in the Belize Lighthouse Ride.

Scarlett Chapman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in managing complex financial lives for a diverse clientele. She works with business owners, executives, families, and individuals to develop personalized strategies aimed at achieving their financial goals, including education planning, family wealth management, retirement income, and tax minimization. She holds a Bachelor's Degree from the University of Mississippi and has earned the designation of Personal Investment Advisor (PIA). Scarlett's approach focuses on understanding her clients' investment objectives and creating transparent, accessible plans that align with their unique priorities. Beyond her professional role, she is actively involved in community organizations such as the Iredell Health Foundation Professional Advisory Council, Power Cross Ministries Board, Rotary Club of Greater Statesville, and serves as Volunteerism Chairwoman for the Merrill Lynch Charlotte Women's Exchange. Her personal interests include cooking, gardening, golfing, horseback riding, interior decorating, music, reading, singing, spending time with her family, and watching movies.

Russell Winthrop serves as an Associate Resident Director at Merrill, where he focuses on connecting clients with the people, plans, and processes that align with their individual financial objectives. In his role, he supports clients in addressing a variety of personal goals, including education funding, retirement planning, and managing potential health care costs. Russell holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of North Carolina System. He emphasizes simplicity and transparency in wealth planning to help clients navigate investment complexities and work toward their long-term family goals.

Deneen Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients pursue their financial goals through customized plans tailored to personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Deneen holds a Bachelor's and a Master's degree from Appalachian State University and carries multiple professional designations, including Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is active in her community, participating in organizations such as Circle of Giving, Greater Statesville Chamber of Commerce, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, and Statesville Woman's Club. In her personal time, Deneen enjoys cooking, football, hiking, reading, soccer, spending time with her family, and traveling.