1st Street Advisors, LLC
Steve Tsumas - Owner (704) 585-1500 1441 Heather Lane Charlotte, NC 28209
Fulcrum Capital Partners
Residential Finance Corporation
Precision Fitness
GCG Wealth Management, Inc,
Retirement Income
Progressive Pilates, LLC
Robert Higgins - Owner (704) 892-1646 16507-D Northcross Drive Huntersville, NC 28078
Dennis Howe - President & CEO (704) 372-4491 9115 Harris Corners Pkwy. J. Lynn Davidson, CFP,CLU (704) 987-9794 Suite 250 Licensed w/USresidents/NC,SC,GA,FL Charlotte, NC 28269 16315 Northcross Dr. - Suite D Hearn Wealth Management Company Huntersville, NC 28078 John Hearn III, CPA, CFP - CPA - Owner Ameriprise Financial Services, Inc.(704) 895-3018 Becky Johnson 16501 Northcross Dr. Becky Johnson, CFP, CLU - Owner Suite D (704) 892-7575 Huntersville, NC 28078 17810 Statesville Rd.- Suite. 322 Heartland Payment Systems Cornelius, NC 28031 Maria Thomas - Relationship Manager Bauerle Financial, Inc. (866) 976-7177 Todd Bauerle - Owner (386) 734-4548 253 Bullfinch Road 505 E. New York Avenue Mooresville, NC 28117 Deland, FL 32724 Ameriprise Financial Services, Inc. J. Lynn Davidson
BMH Investment Group
Andrew Watkins - Registered Representative (704) 892-0420 9605 Caldwell Commons Circle Suite A Cornelius , NC 28031 Bulldog Asset Management
John Aneralla - Owner (704) 895-0586 15705 Framingham Lane Huntersville, NC 28078 Capital Advisory Group
Valerie Stacks - Operations Manager (704) 947-6985 403 Gilead Road, Suite H Huntersville, NC 28078 Capitol Financial Solutions
Chessie Ralston - VP Marketing (704) 643-0408 3530 Toringdon Way - Suite 204 Charlotte, NC 28277 Compound Profit of Charlotte
Lance Miller - Fundability Advisor (704) 574-6693 7505 Woodcrest Drive Stanley, NC 28164 Consolidated Planning, Inc.
James Mathis - Director of Marketing (704) 552-8507 7930 West Kenton Circle Suite 260 Huntersville, NC 28078 Cornerstone Financial Partners, Inc.
Cindy Hartman - Assistant (704) 987-3410 18716 West Catawba Ave. Cornelius, NC 28031 Davidson Capital
Stanley Dyl (704) 987-0288 705 Peninsula Drive Davidson, NC 28036 Davis Capital Group,Inc.
Richard Davis - Owner (800) 704-1862 9624 Bailey Road Suite 260 Cornelius, NC 28031 Derse Morgen
Timothy Alessi - President (704) 897-0487 11330 Vanstory Drive - Suite 107 Huntersville, NC 28078 Dobi Financial Group, LLC
Joshua Dobi - Owner (704) 987-1425 19510 Jetton Road Cornelius, NC 28031 Fallon Financial Group
James Fallon - Agent (704) 237-3578 19425 Liverpool Parkway Suite B1 Cornelius, NC 28031 Financial Design, Inc.
Richard Joyce (704) 243-3955 2212 Highland Forest Dr. Waxhaw, NC 28173
HF Financial
Jackie Headley (704) 557-9600 6000 Fairview Road - Suite 400 Charlotte, NC 28210 Lake Norman Commercial Capital, LLC
Jason Simpkins - President of Finance (704) 584-9855 15222 Eric Kyle Drive - Suite 100 Huntersville, NC 28078 Lapis Financial Strategies, Inc.
Sandi Vizner (704) 895-4942 20212 Zion Ave Cornelius, NC 28031
Lonna Obelenus, CFP, Financial Advisor with Waddell & Reed
Lonna Obelenus - Investment Advisor (704) 651-6526 5950 FairviewRoad Suite 200 Charlotte, NC 28210 Martha’s Accounting Services d/b/a Louis and J Accounting Services Plus
Martha Dejean (704) 606-2272 14924 Statesville Rd # 35 Huntersville, NC 28078 MGL Financial LLC
Mary Langhorne (704) 651-5290 12118 Ulsten Lane Huntersville, NC 28078 National Financial Services Group
Angela Erwin - Office Manager (704) 892-8986 19810 West Catawba Avenue Suite A-1 Cornelius, NC 28031
Navigator Financial Services
Larry Jones (704) 799-3118 268 Queens Cove Rd Mooresville, NC 28117
NorthState Capital Partners
Shane Buckner - Founder & CEO 704582-1460 7473 Pine Ridge Drive Denver, NC 28037 Northwestern Mutual Financial Network - Cable
Margaret Huddleson (704) 892-5211 16905 Norhcross Drive Huntersville, NC 28078 David Brown (704) 464-7151 15818 Kinlocke Drive Huntersville, NC 28078 Scale Finance LLC
David Gilroy (704) 258-6653 22836 Torrence Chapel Road Cornelius, NC 28031 The Crawford Group, Inc.
Jim Crawford (704) 892-8826 16621 - 100 Norman Place Cornelius, NC 28031 Wells Fargo Advisors
Tod Wells - Manager (704) 655-0066 130 Harbour Place Dr. Suite 200 Davidson, NC 28036 Williamson Wealth Group/Raymond James Financial Services, Inc.
Dean Williamson - Branch Manager/ Financial Advisor (704) 892-1012 16315-A Northcross Drive Huntersville, NC 28078 Windward Capital Group LLC
Jeff Hare 704-237-4207 8015 W. Kenton Circle - Suite 115 Huntersville, NC 28078 Fire Protection BVS Systems Inc
Al Bober (704) 896-9989 18637-K Northline Drive Cornelius, NC 28031 John Cuyler
John Cuyler - Owner (704) 960-9445 10025 Rose Brook Lane Huntersville, NC 28078 Fitness & Training 9 Round Huntersville
James Brochu - Owner (704) 992-9541 14219 Reese Blvd., West Huntersville, NC 28078 Burn Bootcamp
Devan Kline - Owner (704) 258-0403 311 Gilead Road Huntersville, NC 28078 Champions Sports Performance
Greg O’Connor - owner (704) 439-1111 18831 Statesville Road Cornelius, NC 28031 Gold’s Gym Lake Norman
Jodi Brandon - General Manager (704) 895-8100 20420 W. Catawba Avenue Cornelius, NC 28031 In Motion Fitness, Inc.
Todd Bergeron (704) 895-8000 19607 W. Catawba Avenue Suite 102 Cornelius, NC 28031 Lake Norman YMCA
Linda Barrick (704) 716-4444 21300 Davidson Street Cornelius, NC 28031
Jarrid Cable (704) 728-8851 9115 Harris Corners Pkwy.- Suite 400 Charlotte, NC 28269
LKN Fit Life
Pat Golden - The Golden Investment Group of Merrill Lynch
Cornelius, NC 28031
Patrick Golden / Tom Francoman / Chris Angelino - partners (704) 987-4127 8015 W. Kenton Circle Suite 200 Huntersville, NC 28078 Primerica
Michael Barbero - District Manager (704) 996-1403 10150 Mallard Creek Road Suite 208 Charlotte, NC 28262
Gwynn Lindler - Owner (704) 236-1319
Bill Scibetta (704) 895-2857 8311-4D Magnolia Estates Drive Cornelius, NC 28031 Julie Mills - Owner (704) 987-5005 19722 One Norman Blvd. Suite 210 Cornelius, NC 28031 Raw Fitness
Michael Montefusco - Owner (818) 605-7131 18047 W. Catawba Avenue Cornelius, NC 28031 Sports & Fitness
Ashley Potts - Sales Manager (704) 896-2551 20310 Sefton Park Drive Cornelius, NC 28031 Training Ground at Davidson, LLC
Frank Giancarli (704) 464-2048 122 St. Albans Lane, Unit B Davdison, NC 28036
Florists/Greenhouses All About Flowers and Balloons
Tiffany Carranza - Manager (704) 997-6073 15905 Brookway Drive Suite 4108 Huntersville, NC 28078 Flowers By Lingky LLC
Lingky Sugg - Owner (704) 450-3388 16304 Belle Isle Drive Cornelius, NC 28031 Metrolina Greenhouses, Inc.
Abe Van Wingerden - Owner (704) 875-1371 16400 Huntersville Concord Road Huntersville, NC 28078 Funeral Homes Cavin Cook Funeral Service
Mike Cook - owner (704) 664-3363 494 E. Plaza Drive Mooresville, NC 28115 James Funeral Home
Sam James - Owner (704) 584-9004 10520 Arahova Drive Huntersville, NC 28078 Raymer-Kepner Funeral Home and Crematorium Services
John Kepner - Owner-Manager (704) 892-9669 16901 Old Statesville Road Huntersville, NC 28078
Furniture/Upholstery/ Accessories Distinctive Fabrics and Furniture
Ryan Andrews (704) 895-6275 18820 Statesville Road Cornelius, NC 28031
Dutchman’s Casual Living Stores
Paula Brown - General Manager (704) 896-0007 19441 Old Jetton Road Cornelius, NC 28031 Stickley Audi and Company
Fortner Curtis - Store Manager 704-5970018 7215 Smith Corners Blvd Charlotte, NC 28269 Sweet Dreams Mattress and Furniture
Mark Tillison Believe & Achieve Personal Training
Mark Tillison (704) 928-6198
Greg Law - Owner (704) 360-5789 20647 Catawba Avenue Cornelius, NC 28031
Huntersville, NC 28078
Garbage & Waste Recycling
Melting Point Hot Yoga & Massage
Sarah Flanagan - Owner (704) 999-2474 9525 Birkdale Crossing Drive Suite 208 Huntersville, NC 28078
Advanced Disposal Services Carolina, LLC
Lee Messler (704) 596-9428 1100 W. Craighead Road Charlotte, NC 28206
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