Our Mooresville Team

Wealth Advisors

Ted DeLisi

AIF®, CKA®
Partner & Wealth Advisor

Penelope Paugh

ChFC®, CPFA, RICP®
Wealth Advisor

Operations

Saylor

Chief Comfort Officer

Christian Campbell

Relationship Manager

Zach DeLisi

Relationship Manager

Mandy Sumner

Director of First Impressions

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Jessica Golson

CIPM
Director of Platform Operations

Rick Jaster

CFA®
Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Research Department

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

Advanced Solutions Team

Patrick Carter

CPA
Senior Wealth Planner

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Director, Carson Coaching

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA
Director of Tax Planning

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Vice President, Wealth Planning

Ryan Yamada

CFP®
Planner