Sparta Wealth Partners

Jackson Klein is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding a Series 65 designation. He has been with Sparta Wealth Partners since 2025 and has prior experience at Morgan Stanley, United Community Bank, and Cola Wealth Advisers. Before entering the financial industry, he worked in hospitality at Halls Chophouse and was involved with Swim Club Management Group. Sparta Wealth Partners provides discretionary portfolio management, financial planning, and ongoing retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses documented risk tolerances, fundamental and technical analysis, and employs both long-term and short-term trading strategies.

David Thompson is a financial advisor at Sparta Wealth Partners in Charlotte, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Innovation Partners, and TD Private Client Wealth. Outside of his advisory role, he serves on the advisory board of Aware, a biometric wearables and healthcare monitoring company. Sparta Wealth Partners offers discretionary portfolio management, financial planning, and retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs documented risk tolerances, fundamental and technical analysis, and both long- and short-term trading strategies, including a Long/Short strategy managed with a sub-advisor.

Ori Boucvalt is a financial advisor with Sparta Wealth Partners in Charlotte, NC. He holds a Series 65 designation and has been with Sparta Wealth Partners and The Morgan Company since 2025. Outside of his advisory role, Boucvalt serves as a board member for an environmental safety and health consulting organization. Sparta Wealth Partners provides discretionary portfolio management, financial planning, and retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs documented risk tolerances, fundamental and technical analysis, and both long- and short-term trading strategies, including a Long/Short strategy managed with a sub-advisor.

Lori Copeland is a financial advisor at Sparta Wealth Partners with four years of industry experience. She holds a Series 66 designation and has worked at firms including Total Solutions Enterprise, LLC, Independent Advisor Alliance, LLC, LPL Financial LLC, The Morgan Companies, and SilverRock Wealth Partners. Prior to her advisory career, she was a homemaker for nine years. Sparta Wealth Partners provides discretionary portfolio management, financial planning, and retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental and technical analysis guided by documented risk tolerances and offers strategies including Long/Short management with performance-based fees.

Thomas Randt is a financial advisor at Sparta Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Mutual of America Life Insurance Co., Bank of America, and Merrill Lynch. Sparta Wealth Partners provides discretionary portfolio management, financial planning, and retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses documented risk tolerances and a combination of fundamental and technical analysis to guide investment decisions, employing both long-term and short-term trading strategies.

Kristopher Roper is a CFP®-designated financial advisor with three years of industry experience. He is currently with Sparta Wealth Partners and previously worked at Coastal Bridge Advisors and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Sparta Wealth Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities through discretionary portfolio management, financial planning, and retainer services. The firm employs a documented risk tolerance framework and combines fundamental and technical analysis to guide investment decisions, offering both long-term and short-term strategies, including a Long/Short approach managed with a sub-advisor.

David Monk is a financial advisor at Sparta Wealth Partners in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Sparta Wealth Partners, he worked at MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life. Outside of finance, he has a background with Lexington Barbecue. Sparta Wealth Partners provides discretionary portfolio management, financial planning, and retainer services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses individualized Investment Policy Statements and a combination of fundamental and technical analysis to guide investment decisions, offering both long-term and short-term trading strategies as well as a Long/Short strategy managed with a sub-advisor.

Matthew Novak is a CFP® with 11 years of industry experience currently serving as an investment advisory representative at Sparta Wealth Partners. His prior work includes roles at Morgan Stanley and International Assets Advisory, LLC. Outside of financial advising, Novak owns and operates several nail salons and an accounting firm, and he is also involved in real estate sales and insurance. Sparta Wealth Partners provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental and technical analysis with customized Investment Policy Statements and offers both long-term and short-term trading strategies, including a Long/Short sub-advised strategy with performance-based fees.