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Main Office Contact Information

844-200-2568

1100 Kenilworth Ave.
Suite 210
Charlotte, NC 28204

Find Your Financial Advisor or Financial Planner

Midwest

Larry DeYoung, Financial Advisor

Larry DeYoung

Bluegrass Capital Advisors
708-542-4535
Brad Nagel, CTFA

Brad Nagel, CTFA

Navigen Wealth Management
920-676-3334
David Rogers, Financial Advisor

David Rogers, CFP®

Blueprint Financial Advisors
Financial Advisor
813-789-2491
Brian Versey, Financial Advisor

Brian Versey, CTFA

Navigen Wealth Management
920-698-8888

Northeast

Emma Davis, Financial Advisor

Emma Davis

Hemlock Creek Wealth Management
Advisor
844-234-2110
Nick Davis, Financial Advisor

Nick Davis, CEPA®

Hemlock Creek Wealth Management
Founding Partner
844-234-2110
Sarah Davis, Financial Advisor

Sarah Davis, AAMS®, CEPA®

Hemlock Creek Wealth Management
Founding Partner
844-234-2110
Steven Mrozek, Financial Advisor

Steve Mrozek, AIF®

Refined Retirement
Founder
724-656-8030
Adam Scherer, President Of Greenbeat Financial

Adam Scherer, MS, CFP®

Greenbeat Financial
President
551-208-7815

Southeast

Mike Allison, Blueprint Financial Advisors Senior Financial Advisor

Mike Allison

Blueprint Financial Advisors
Senior Financial Advisor
704-312-0708
Brandon Berry, Financial Advisor Midtown

Brandon Berry

Midtown Financial Advisors
Financial Advisor
336-517-3636
Hunter Boyd, Financial Advisor

Hunter Boyd

Bluegrass Investment Company
Financial Advisor
859-533-5791
Emma Davis, Financial Advisor

Emma Davis

Hemlock Creek Wealth Management
Advisor
844-234-2110
Nick Davis, Financial Advisor

Nick Davis, CEPA®

Hemlock Creek Wealth Management
Founding Partner
844-234-2110
Sarah Davis, Financial Advisor

Sarah Davis, AAMS®, CEPA®

Hemlock Creek Wealth Management
Founding Partner
844-234-2110
Luis Dieguez, Financial Planner Emerald

Luis Dieguez

Emerald Financial Group
Financial Advisor
407-921-5864
Robert Freeman Portfolio Manager, Morse Capital Partners

Robert Freeman, Jr., CFP®, ChFC®

Morse Capital Partners
Partner, Portfolio Manager
804-888-7770, ext. 1007
Patrick Galvin, Financial Planner Emerald

Patrick Galvin, CFP®, ChFC®

Emerald Financial Group
Financial Planner
704-765-0852
Dwain Gullion, Financial Advisor Midtown

Dwain Gullion, CFP®, CKA®

Midtown Financial Advisors
Financial Advisor
336-345-2369
Lori Haddock, Managing Partner Midtown

Lori Haddock

Midtown Financial Advisors
Managing Partner
336-790-3611
Graham Jones, Financial Advisor Midtown

Graham Jones, CFP®

Midtown Financial Advisors
Financial Advisor
336-288-8788
Christopher Kemper, Financial Advisor

Christopher Kemper

Fulcrum Wealth Advisors
704-817-4480, ext. 1
Rich Kennell, Financial Planner Emerald

Richard Kennell, LUTCF®

Emerald Financial Group
Financial Consultant
704-807-6633
Michael Komara, Financial Advisor

Michael Komara, ChFC®

Komara Capital Partners
239-919-4486
Melissa Miller, Financial Advisor

Melissa Miller

Miller Wealth Partners
CEO
336-413-6854

Brent Morse, CFA®

Morse Capital Partners
Managing Director
804-888-7770, ext. 1006
Steven Mrozek, Financial Advisor

Steve Mrozek, AIF®

Refined Retirement
Founder
724-656-8030
Brad Nagel, CTFA

Brad Nagel, CTFA

Navigen Wealth Management
920-676-3334
Shepard Ottaway, Financial Advisor Midtown

Shepard Ottaway

Midtown Financial Advisors
Financial Advisor
336-790-2613
Jeff Phillips, Managing Partner Midtown

Jeff Phillips

Midtown Financial Advisors
Managing Partner
336-790-2188
David Rogers, Financial Advisor

David Rogers, CFP®

Blueprint Financial Advisors
Financial Advisor
813-789-2491
Brad Smith, Managing Partner Midtown

Brad Smith

Midtown Financial Advisors
Managing Partner
336-288-8788
Eric Warren, Founder Warren Wealth Management

Eric Warren

Warren Wealth Management
Founder & Advisor
828-772-5496
Allan Watts, Financial Advisor

Allan Watts

Bluegrass Investment Company
Financial Advisor
859-321-1557
Richard Westover, Financial Advisor Midtown

Richard Westover

Midtown Financial Advisors
Financial Advisor
336-790-4849
Leah Williams, Savvy Financial

Leah Williams, WMCP®, CHFC®, CLU®

Savvy Financial
Financial Planner
980-417-9818
Bryan Woodell, Financial Advisor Emerald

Bryan Woodell

Emerald Financial Group
Financial Planner
(704) 618-1651
Robin Woodell, Financial Planner Emerald

Robin Woodell, CFP®, CEPA®

Emerald Financial Group
Financial Planner
704-817-3915