Lance Marcell

Bradley Blomquist is a Series 65-licensed financial advisor with High Tide Advisory LLC in Mount Pleasant, SC. He founded two affiliated businesses: BJB Insurance Solutions, an insurance agency focusing on life insurance and annuity products used in retirement and legacy planning, and High Tide Tax Solutions, which offers federal and state tax preparation and planning services. His prior experience includes roles at Pregis Corporation and full-time education. High Tide Advisory LLC, founded in 2025, provides non-discretionary portfolio recommendations, financial planning, and consulting to individuals and businesses. The firm employs diversified ETF models and tax-efficient strategies while allowing clients to trade through their chosen custodians.

John Benzie is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including Global View Capital Insurance Services and Global View Capital Advisors since 2014. Outside of his advisory roles, Benzie officiates high school basketball and baseball games. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process that utilizes technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm that delivers daily fund rankings and trade alerts.

Charles Kuhtz III is a CFP® professional with 41 years of industry experience, currently serving at Intrua Financial. He has previously worked at LPL Financial, Freedom Wealth Alliance, and Edward D. Jones & Co., L.P. Outside of his advisory work, Kuhtz has been involved as a musician since 1980. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process combining fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations, offering both discretionary and non-discretionary management.

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 21 years. Outside of his advisory role, he owns North Forty Wild Apples LLC, an online retail business specializing in tree seedlings. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Laird Trepp is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Planning Associates. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and model portfolios.

Heidi Strutz is a Series 66-licensed financial advisor at OSAIC with seven years of industry experience. She has worked at firms including Woodbury Financial Services, LPL Financial, and McCash Investment Management. Outside of her advisory role, she is a member of the Kiwanis nonprofit organization in her local community. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.