Matthew David Smith

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm founded in 2026. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity. Fountainhead Wealth Planning serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering customized advice without a mandated investment style. The firm operates with no account minimums and uses a range of investment techniques, conducting regular reviews and enabling client-imposed investment restrictions.

Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

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® with 18 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and holds ownership in a CPA firm, Payne, White, & Schmutz CPA PA. His work history includes roles at several firms spanning back to 2004, including Infinity Wealth Group and Cetera Financial Specialists. Magnolia Financial Planning Services provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, and company retirement plans. The firm emphasizes risk control and valuation-driven investment decisions and manages approximately $225.7 million in discretionary assets.

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with four years of industry experience and holds a Series 65 credential. In addition to his advisory role, he is involved in two South Carolina-based businesses: A to Z Landscaping, where he is an employee, and A to Z Sanitation, where he is a part-owner. Medlin’s work history includes positions at Wildwood and various other roles dating back to 2016. IQ Capital Strategy LLC provides discretionary portfolio management to individuals and charitable organizations, managing approximately $22.6 million. The firm’s investment approach incorporates technical analysis and algorithm-driven trade signals, focusing on capital appreciation with lower volatility through diversified allocations including ETFs, equities, fixed income, futures, and commodities.

Ariel Kauffman is a CFP®-credentialed financial advisor at The Wealthcare Clinic with four years of industry experience. His prior roles include positions at Solitude Financial Services, AssetMark, Charles Schwab, and The Vanguard Group. He holds the Series 66 license. The Wealthcare Clinic, LLC is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based investment approach grounded in Modern Portfolio Theory and employs various investment vehicles, including ETFs and crypto-related ETPs, while leveraging technology tools such as artificial intelligence for operational support.