Zachary Leonard is a financial planner with Wealth Management Strategies serving clients in the Morehead City Office. He is a graduate of NC State University with a Bachelor of Science in Accounting.

Zachary holds the following licenses: Life, Health, Medicare Supplement, and Long Term Care Insurance license(s) in North Carolina. The Series 65 Securities License. The Annual Filing Season Program (AFSP) with the Internal Revenue Service (IRS) Certificate of Completion. He holds certifications of National Social Security Advisor (NSSA) ®, Bucket Plan Certified (BPC) ®, and Certified Financial Fiduciary ® . Zachary is also Notary Public in the State of North Carolina.

When he is not serving clients, he enjoys spending time at the beach with his wife Megan and his children William and Grace.

Bertrand Fote, MD, MBA, CF2

Certified Financial Fiduciary® (CF2) | Emergency Physician | Financial Services Expert

With over 12 years of experience in the financial services industry, a Master of Business Administration (MBA), and a background as an emergency physician, I bring a comprehensive, multi-disciplinary approach to financial planning and fiduciary responsibility. As a Certified Financial Fiduciary® (CF2), I am dedicated to providing transparent, ethical, and client-centered financial advice. My approach is grounded in integrity, ensuring that every recommendation I make aligns with my clients' best interests and long-term financial goals.

My background as an MBA professional allows me to integrate business management principles with financial strategies, ensuring that clients receive holistic advice tailored to their financial objectives. I understand the complexities of both personal and business finance, and I work with clients to optimize their financial health, whether they are planning for retirement, managing investments, or seeking guidance for business-related financial decisions.

Having worked in the high-pressure field of emergency medicine, I understand the importance of making well-thought-out decisions under pressure. This expertise is applied to financial planning, where I assess risk carefully and provide strategies that are aligned with my clients' goals, values, and risk tolerance. Whether it’s retirement planning, estate planning, or investment strategy, I am committed to empowering clients with the tools and knowledge they need to confidently navigate their financial journey.

As a fiduciary, I uphold the highest standards of care and loyalty, ensuring that all financial decisions are made with the client’s best interests at heart. I specialize in personalized wealth management, business financial planning, and financial education, helping clients achieve long-term stability and security.

With my MBA, medical background, and fiduciary expertise, I provide a unique, comprehensive approach to financial planning that reflects both business acumen and personal care. Whether you're managing your personal wealth, planning for your family’s future, or navigating the financial needs of your business, I am here to guide you with clarity and confidence.

Contact me today to begin your financial journey and ensure that your future is protected, no matter what challenges lie ahead. Email: bfote@yahoo.com 

Brad Rhodes is the founder and president of Brad Rhodes Financial, LLC. He specializes in helping retirees and pre-retirees avoid the most common financial pitfalls that threaten their happy retirements.

Brad loves his work and his clients. He truly enjoys presenting opportunities and strategies that help individuals and couples retire with a guaranteed income for life.
Back in 1992, Brad had the very good fortune of being trained by one of the best retirement educators in the country - his dad.

 
And from his father, he learned early on that you need two things to succeed in a career in financial advice. First, you need to concentrate on the needs of others before yourself; second, it’s important to treat folks the way you would want people to treat your mom.

Brad lives in Lexington, North Carolina, with his wife, Jackie. He is the proud father of two daughters and two grandchildren.

Anthony Engrassia is an Investment Advisor Representative with Wealth Management Strategies, Inc., where he has been serving clients since 2017 after graduating from North Carolina State University. In his role, Anthony provides tailored financial guidance, conducts in-depth risk analysis, and helps clients implement strategies that align with both short-term goals and long-term financial security. He also prepares productivity and compliance reports to support ongoing business development and performance optimization.

Anthony holds the Series 65 license and is a member of the National Association of Certified Financial Fiduciaries® (CF2) a credential that reflects his commitment to always act in his clients’ best interests. He is also affiliated with the National Association of Medicare Supplement and Medicare Advantage Producers, Inc. (NAMSMAP) and is licensed in life, health, and LTC/Medicare insurance. Currently, Anthony is further expanding his expertise by working toward his CFP® designation.

Outside of work, Anthony enjoys spending time with his wife, Kathryn, and their two dogs, Zoey and Piper. He’s passionate about sports whether its watching a game or coaching Little League. Anthony also serves as a Rotaract Chair, where he helps build and strengthen Rotaract clubs, support sustainable service projects, and foster strong ties between Rotaract and Rotary organizations throughout the district.

Ben is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. Ben began working with Cornerstone Wealth Planning in 2023. Before joining Cornerstone, he worked in an Advisor support role for Vanguard. Prior to that, he worked in project management and operations for Chick-fil-A and other companies. He desires to help clients achieve their goals and experience a purposeful and peaceful retirement through personalized financial planning.

Ben is a Charlotte native and graduated from The University of North Carolina at Charlotte with a degree in Accounting. Ben and his wife Moriah have one son, Lee, born in 2023. They attend Mercy Church and actively serve in various capacities at the Union County location.

Adam Carey is a Financial Advisor at Infinity Wealth Management with more than two decades of experience helping individuals and families navigate their financial lives with confidence. A highly knowledgeable, multi-credentialed professional holding CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional (RICP®), and Chartered Advisor in Philanthropy® (CAP®) designations, Adam specializes in comprehensive wealth management with additional expertise in estate and legacy planning, retirement income strategies, insurance, investments, and charitable giving. 
Adam earned his BA in Financial Planning from Franklin University and since then over the course of his career, Adam has had notable accomplishments. These include membership in United Healthcare’s Presidents Club (2005–2009) and ING’s Million Dollar Circle (2002–2020), reflecting his dedication to excellence and client success. A strong advocate of continuing education, Adam has spoken at numerous seminars on a wide range of topics, from financial planning and estate strategy to philanthropy and insurance. No matter what area he’s working in, Adam is dedicated to helping clients intentionally direct their resources to create better futures for themselves, their families, and their communities.
Originally from Sarasota, FL, Adam now lives in Hendersonville, NC with his wife, Andreia. A lifelong learner and outdoor enthusiast, he enjoys hiking, surfing, playing soccer, and spending quality time with his family. At work and in life, Adam is passionate about giving back. When he’s not busy helping clients at the office, he proudly donates his time to organizations including Brother Wolf Animal Rescue, Manna Food Bank, and Interfaith Assistance Ministries (IAM), as well as charitable initiatives through his local church.