Damian Lombardi is a financial advisor at The Fiduciary Alliance with nine years of industry experience. He holds the Series 65 designation and previously worked at Porter Investments, Inc. for eight years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and supervises accounts with discretionary management and third-party managers when appropriate.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Stephen Harvey is a Series 65-licensed advisor with three years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Lendmire LLC, CX Institutional, and STRATA Trust Company. The Fiduciary Alliance serves individuals, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management, estate planning support, and business-planning reviews.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Edgar Mclean is a financial advisor at The Fiduciary Alliance with 16 years of industry experience. He holds a Series 65 designation and previously worked for First Financial Advisors, LLC for 11 years before joining his current firm in 2018. Outside of advising, he serves as Vice President of Operations for First Financial Education Centers, a company focused on insurance software and education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team business model.

Sheree Reeling is a financial advisor at The Fiduciary Alliance with Series 66 credentials and one year of industry experience. She previously worked at LPL Financial LLC and Washoe Wealth Advisors. Outside of finance, she has been involved with Mini Melody Makers for seven years and has experience with music-related community activities and education. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning, and risk management services.

Christopher Klein is a financial advisor at The Fiduciary Alliance with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of advisory work, Klein is involved in professional pilot services through FlexJet, LLC and Klein Aviation Services, LLC, and volunteers in website design for Henle Prep Workbooks. The Fiduciary Alliance provides investment management and comprehensive financial planning for individuals, retirement plans, and other advisers. The firm builds individualized investment policies and supervises accounts using a variety of analytical methods, and it offers ERISA 3(21) nondiscretionary services to plan sponsors alongside discretionary portfolio management.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Noel Swain is a CFP® with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Cambridge Investment Research Advisors, Inc. and Transamerica Financial Advisors. Outside of financial advising, he is an independent insurance agent for various companies. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm utilizes a combination of fundamental, technical, cyclical, and charting analyses, and incorporates third-party managers and tax-efficient strategies in its portfolio supervision.

William Grasty is a financial advisor with The Fiduciary Alliance in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining The Fiduciary Alliance in 2024, he spent 11 years at Lakeview Capital Partners / Bison Wealth, LLC. He is also a licensed independent insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside written financial plans and estate-planning support.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Matthew Myrick is a CFP® with eight years of industry experience and currently advises clients at The Fiduciary Alliance. He previously worked at Stewardship Investments, LLC for three years and holds a role as a part-time coach for Oak Hills Christian College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analysis techniques and may use third-party managers, serving both high-net-worth clients and plan sponsors with discretionary management and ERISA 3(21) nondiscretionary services.

Kevin Dick is a financial advisor at The Fiduciary Alliance with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JMP Securities LLC, Citizens Capital Markets, Inc., Citizens Bank, N.A., John Hancock Investments, and Stonehill College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other investment advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management alongside estate-planning and business-planning support.

Adam Morrow is a financial advisor at The Fiduciary Alliance in Houston, TX, holding a Series 65 designation. He has experience spanning multiple roles since 2016, including positions at Morgan Stanley and his own Morrow Wealth Advisory Group. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and may use third-party managers in portfolio implementation.

Dean St. Marie is a CFP® professional with 25 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2025. He previously worked at Bison Wealth, LLC for five years and led St Marie Financial Advisors for six years. Outside of advisory work, he is a board member and finance committee participant for SAFE Womens Domestic Violence Services and serves on the board for the Ecusta Trail Rail Trail Project in Brevard, NC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis in portfolio supervision and offers discretionary management alongside estate, business, and risk-planning support.

Gregory Towner is a financial advisor at The Fiduciary Alliance with 15 years of industry experience. He holds the CFA® designation and Series 63 license and has been with The Fiduciary Alliance since 2016. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in its investment approach and offers discretionary portfolio management alongside estate planning, risk management reviews, and access to third-party insurance resources.

Christopher Wilbratte is a financial advisor with The Fiduciary Alliance in Austin, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and GWN Securities Inc. Wilbratte serves as Board Chair of the Rise School of Austin, a preschool for special needs children, and is the author of tax strategy and wealth preservation books for business owners. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and offers access to third-party managers through a multi-division, multi-advisor representative network.

Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Gina Rose Salamin is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2022. Prior to entering the financial sector, she worked with Greenville County Schools from 2019 to 2022 and was retired from 2007 to 2019. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, employing a mix of fundamental, technical, cyclical, and charting analyses to guide investment advice.

Joe Tracy is a financial advisor with The Fiduciary Alliance in St. Simons, GA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes 13 years at Bison Wealth, LLC, followed by roles at Fiduciary Alliance, LLC and Parallel Financial. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm’s investment approach combines fundamental, technical, cyclical, and charting analyses, with options for third-party manager allocations, and it operates a multi-division network with distinctive features such as performance-based carried interest arrangements and advisory services to other advisers.

Peyton Hoppes is a financial advisor with The Fiduciary Alliance, holding a Series 66 designation and seven years of industry experience. Prior to joining The Fiduciary Alliance in 2019, he worked at Ameriprise Financial Services and Hughes Investment, among other firms. He serves as a general board member for the National Wild Turkey Federation. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental and technical analysis, offers estate and business planning support, and delivers both discretionary portfolio management and ERISA 3(21) nondiscretionary services.

Richard Sampley is a CFP® professional with over 50 years of experience in the financial industry. He has been with The Fiduciary Alliance since 2024 and previously worked at Bison Wealth, LLC for a decade. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific investment approach that incorporates fundamental, technical, cyclical, and charting analyses, and operates a network of investment advisor representatives under a multi-team structure.

Daniel Stephen is a financial advisor with The Fiduciary Alliance in Nashville, TN. He holds a Series 65 designation and has over 30 years of industry experience, including his ongoing role at Stephen & Associates since 1995. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management, comprehensive financial planning, and estate-planning support, using a combination of fundamental, technical, cyclical, and charting analysis in its investment approach.

John Coble IV is an advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 65 designation. He has one year of industry experience and has previously worked at Coble Wealth Management and Aptive Environmental among other roles. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary and nondiscretionary services, including to ERISA plan sponsors.

Joseph Nelson is a CFP® professional with 23 years of industry experience, currently serving at The Fiduciary Alliance since 2021. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 14 years. Outside of his advisory role, Nelson is vice president and board member of the American Center for Financial Stewardship, volunteers as a substitute adult education instructor including teaching Dave Ramsey’s Financial Peace University, and operates a photography business specializing in weddings and portraits. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses, with options to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Daniel Phillips is a financial advisor at The Fiduciary Alliance with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Madison Park Capital Advisors, LLC and Charles Schwab. Outside of his advisory role, he is a cofounder and 10% owner of BLOXX, LLC, an electronic privacy protection company. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a variety of analytical approaches and may utilize third-party managers while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Kyle Crawford is a CFP® with 24 years of industry experience, currently practicing at The Fiduciary Alliance since 2024. His prior work includes roles at Bison Wealth, LLC and SA Stone Wealth Management, Inc., spanning over a decade. He also serves as a member of the Planning and Zoning Board for the City of Lagrange, GA, a position he has held since 2009. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, retirement plans, and other advisers. The firm employs a variety of analytical approaches and discretionary portfolio management, with notable involvement in ERISA 3(21) nondiscretionary services and collaboration with third-party managers.

Brian Boughner is a CFA® charterholder with 14 years of industry experience. He has been with The Fiduciary Alliance since 2016. Outside of advising, he owns a company that provides training on AI tools for financial advisors and also holds a Federal Firearms License for buying and selling firearms. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other advisers, offering investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis, may use third-party managers, and provides discretionary portfolio management alongside estate planning and risk management services.

Theodore Erhart is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with The Fiduciary Alliance and has previously worked at LaSalle Street Securities, Trott Brook Financial, and LPL Financial. Outside of his advisory role, he operates a financial planning business under the name Norris Lake Retirement Planning. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives, including those with carried-interest arrangements for certain alternative investments.

Gabriel Lopez is a financial advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and various customer service positions. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a mix of analytical approaches and third-party managers, and provides ERISA 3(21) nondiscretionary services to plan sponsors.

Tabitha Lundstrom is a financial advisor with The Fiduciary Alliance, holding a Series 65 designation and two years of industry experience. She has been affiliated with Stewardship Investments since 2015. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as to other investment advisers. The firm employs a client-specific approach guided by various analytical methods and offers a distinctive business model that includes serving other advisers and utilizing performance-based carried interest arrangements for certain alternative investments.

Randall Neighbour is a financial advisor at The Fiduciary Alliance in Houston, TX, with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Lincoln Financial Advisors, Sigma Planning Corporation, and Fortune Financial Services. Outside of his advisory role, he serves as President and Chairman of the Board for Touch Outreach Ministries and is also involved as Director and President of The American Center for Financial Stewardship, a nonprofit focused on education in budgeting and finance. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and provides both discretionary portfolio management and written financial plans.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Michael Childress is a financial advisor at The Fiduciary Alliance in Lagrange, GA, holding a Series 65 designation with one year of industry experience. Before joining The Fiduciary Alliance, he worked at Senior Select Insurance and has a background in education spanning nine years. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers, utilizing a mix of fundamental, technical, and cyclical analysis alongside discretionary portfolio management and third-party resources.

Wesley Whitten is a financial advisor at The Fiduciary Alliance with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Encompass More Asset Management LLC and Trusted Risk Management. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, and cyclical analysis, alongside third-party managers, to build individualized investment policies and offers discretionary portfolio management, estate planning support, and risk management reviews.

David Dunn is a CFP® and PFS™ with 37 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Capital Planning LLC for 11 years. Dunn is also involved with David Dunn Wealth, LLC, an advisory entity operating in Bellevue, WA. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, providing investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside additional financial and risk planning services.

Christopher Balcerowiak is a CFP® with 39 years of industry experience, currently serving at The Fiduciary Alliance since 2023. His prior experience includes positions at Ameriprise Financial Services, Inc. and Creative Retirement Solutions Group. Outside of advisory work, he owns a business called C & C Estates LLC and is active in insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a combination of fundamental and technical analyses, with options for third-party manager allocation.

Michael Mercurio is a financial advisor at The Fiduciary Alliance in Nashville, TN, holding a Series 65 designation. He has been with The Fiduciary Alliance since 2026 and previously worked at Stephens & Associates starting in 2015. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and manages accounts with an emphasis on tax-efficient strategies and rebalancing.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

Brianna Madren is a CFP® with 10 years of industry experience currently with The Fiduciary Alliance. She previously worked at Invst, LLC and Edward Jones, and began her career at Faith Christian School. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers with investment management and comprehensive financial planning services. The firm combines fundamental, technical, cyclical, and charting analysis to build individualized investment policies and may use third-party managers as part of implementation.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and J.P. Morgan Securities LLC. Parail also operates Guard Legacy, a side business focused on investment-related services. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management alongside estate and business planning support.

Susan Harvell is a financial advisor at The Fiduciary Alliance with seven years of industry experience. She previously worked at Foster Victor Wealth Advisors for four years before joining The Fiduciary Alliance in 2020. She holds Series 63 and Series 65 credentials. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management alongside estate-planning and risk-management support.

David Morrow is a financial advisor at The Fiduciary Alliance with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Morgan Stanley and Raymond James Financial Services. He is also the owner of Morrow Wealth Advisory Group, where he serves as a financial advisor and branch manager. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, using client-specific investment policies and a range of analytical approaches, with options to allocate to third-party managers.

Lori Avant is a financial advisor at The Fiduciary Alliance with a Series 65 credential. She has been in the industry since 2024, holding roles at multiple firms including Croslow Agency and AVA Wealth Group. Outside of advising, she consults on sales and luxury property management. The Fiduciary Alliance serves individual and high-net-worth clients, retirement plans, and other advisers by providing investment management and comprehensive financial planning. The firm employs a combination of fundamental and technical analysis, discretionary portfolio management, and third-party managers to build customized investment solutions.

Justin Chastain is a CFP®-certified financial advisor with The Fiduciary Alliance, based in Greenville, SC, and has two years of industry experience. His prior roles include positions at Southern Bank, Strategy Corps, and Park Sterling Bank. Outside of advising, he teaches CFP classes to candidates through Dalton Education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using a mix of fundamental, technical, cyclical, and charting analyses, and operates through multiple divisions and a network of investment advisor representatives.

John Coble is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Ameriprise, Aurora Securities, and Investment Professionals, Inc. Outside of advising, he is the owner of Coble Wealth Management, LLC, which provides financial services including fixed insurance. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a variety of investment approaches and distinctive compensation arrangements.

Calvin Leonard is a Series 65-licensed financial advisor at The Fiduciary Alliance with one year of industry experience. His prior roles include positions at Forthright Capital Partners LLC, McKellar & Co, and Arkansas Blue Cross and Blue Shield. In addition to his advisory work, Leonard is an insurance agent focused on individual life insurance and fixed annuity products. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management, estate planning, and risk-management reviews, among other services.