A4 Wealth Advisors LLC

Conrad Phillips is a financial advisor at A4 Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alphastar Capital Management LLC and Tactical Investment Advisors, LLC. In addition to his advisory role, he operates a life and health insurance agency as a sole proprietor. A4 Wealth Advisors LLC provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and maintaining active oversight of these holdings.

John Balcerzak is a CFP® professional with 19 years of industry experience, currently serving at A4 Wealth Advisors LLC. He has held roles at multiple firms including Gradient Investments, Formulafolio Investments, and High Tech Lending. Outside of advisory work, he is involved with Sunset Cove Enterprises LLC, focusing on land development and investor relations. A4 Wealth Advisors LLC provides personalized financial planning and investment management to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, emphasizing alternative investments and maintaining insurance-related business activities as part of its operating approach.

Cory Esposito is a CFP® with seven years of industry experience, currently serving as a financial advisor at A4 Wealth Advisors LLC. Prior to joining A4 Wealth Advisors in 2025, he worked at LPL Financial for five years and UBS Financial Services Inc. for two years. A4 Wealth Advisors LLC provides personalized financial planning and investment management services for individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management alongside a la carte and fixed-fee planning services.

Zachary Spainhour is a CFP® professional with five years of industry experience, currently serving as an advisor at A4 Wealth Advisors LLC. His prior experience includes roles at Highland Capital Group and LPL Financial, LLC. He is also the managing member of Spainhour Tax Prep, LLC, a seasonal tax preparation business. A4 Wealth Advisors LLC offers personalized financial planning, investment management, and third-party money manager referrals for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates discretionary and non-discretionary portfolio management with alternative investments and maintains active oversight of insurance-related business activities and co-advisor arrangements.

Shauntae Funkhouser is a financial advisor with A4 Wealth Advisors LLC in Huntersville, NC, holding a Series 65 credential and four years of industry experience. She has worked at several firms including Gradient Investments, LLC and Thrive Mortgage, where she is also a residential mortgage loan originator. Funkhouser is the owner and Certified Divorce Financial Analyst at LKN Finance and Divorce Consultants LLC. A4 Wealth Advisors LLC provides personalized financial planning and investment management services to individuals, retirement and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary portfolio management, integrates alternative investments, and combines in-house advice with sub-advisors and co-advisor models.

Heather Fowler is a financial advisor at A4 Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Thrive Mortgage and Covius Services LLC. Outside of advising, she owns HeatherGrown, LLC, where she teaches yoga and assists with plant sales. A4 Wealth Advisors LLC provides personalized financial planning, investment management, and referrals to third-party money managers for individuals, retirement plans, trusts, estates, and charitable organizations. The firm integrates in-house advice with sub-advisors and co-advisor models, incorporating alternative investments and offering both discretionary and non-discretionary portfolio management.