Leonard Taylor

Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.

Jason White is a CFP® professional with 17 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and is also an owner of Payne, White, & Schmutz CPA PA, a CPA firm based in Seneca, SC. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm integrates retirement, tax, insurance, and estate planning into written financial plans and ongoing investment management, using a valuation-driven stock selection and risk-management approach.

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with a Series 65 credential and three years of industry experience. He is also involved in non-investment businesses, including A to Z Landscaping, LLC, where he works as an employee, and A to Z Sanitation, LLC, where he is a part-owner. IQ Capital Strategy, LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across about 154 client accounts. The firm employs an investment approach focused on technical analysis using algorithmic trade-signal software and utilizes ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with lower volatility.

Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, pension consulting, financial planning, and a tax-free income strategy focused on individual municipal bonds, using fundamental analysis and Modern Portfolio Theory to tailor portfolios according to client objectives and risk tolerances.

Lowell Macher is a financial advisor with Magnolia Financial Planning Services, Inc. in Seneca, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Veridos Capital LLC since 2023 and has been with Magnolia Financial Planning Services since 2000. Prior to that, he spent 26 years at Dominion Mortgage & F/S Inc. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm’s investment approach combines valuation-driven stock selection and risk management techniques aimed at pursuing returns with lower volatility, supported by scenario-based planning, regular monitoring, and detailed reporting.