Susan Greene Lockwood is the sole advisor at Greene Directions LLC in Anderson, SC, holding Series 63 and Series 65 licenses with 35 years of industry experience. Her prior work includes roles at Premium 72 Capital and SANDLAPPER Wealth Management, LLC. She also owns Many Hands Administrative Services, LLC, a consulting business offering drafting of business documents. Greene Directions is a registered investment adviser serving individuals, small businesses, and high-net-worth clients with client-specific investment programs. The firm manages accounts on a non-discretionary basis, employing both fundamental and technical analysis while emphasizing periodic account reviews and a range of investment instruments.

Laura Cook is a CFP® professional with 13 years of experience in financial advising. She is currently the sole advisor at Flourish Financial Life Planning, an independent firm she joined in 2023. Prior to this, she worked at Ameriprise Financial Services, LLC and Raymond James & Associates. Flourish Financial Life Planning is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers comprehensive financial planning, discretionary investment management tied to ongoing planning, and educational seminars or speaking engagements.

Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.

John Cooper is a CFP®-designated financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2016. He has 10 years of experience in the industry and previously worked for Bank of America and SouthState Bank from 2004 to 2016. Outside of his advisory role, Mr. Cooper is involved in property management as a joint owner and manager of Midtown Property Management, LLC. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for a diverse client base including individuals, high-net-worth families, institutions, and municipalities. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Mark Maurer is a financial advisor at Andrew Garrett Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andrew Garrett Inc. since 2002. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model, utilizing sub-advisers and program sponsors across several platforms to implement diversified strategies tailored to client suitability profiles.

Brian Disher is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Greenwood Capital Associates, LLC since 2015. Based in Greenville, SC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with DACC, LLC, an entity that holds lake property in South Carolina. Greenwood Capital Associates, LLC is an SEC-registered firm managing approximately $1.668 billion for a diverse client base including individuals, families, foundations, endowments, trusts, and institutional clients. The firm provides financial planning, discretionary portfolio management, and specialized investment services supported by a weekly Investment Committee and a range of strategic approaches.

Karen Smith is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Greenwood Capital Associates since 2016, following a year at South State Bank. Greenwood Capital Associates manages approximately $1.668 billion for individuals, families, foundations, endowments, trusts, and institutional clients, offering financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting. The firm utilizes a top-down investment approach overseen by a weekly Investment Committee and serves a diverse client base that includes municipalities, healthcare providers, and higher-education institutions.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwood Capital Associates, he worked at Wallick Investments, LLC and has a background that includes roles at Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, Presbyterian College, and Tinley Park High School. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, families, institutions, and other clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a multi-disciplinary investment approach overseen by a weekly Investment Committee.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with 3 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and Clemson University. Greenwood Capital Associates, LLC manages approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, and sub-advisory services, employing a top-down investment approach overseen by an Investment Committee that meets weekly.

Melissa Bane is a CFP®, ChFC®, and PFS™ with 12 years of industry experience. She has been with Greenwood Capital Associates, LLC since 2013. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

Denise Lollis is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Greenwood Capital Associates since 2013. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers personalized financial planning, discretionary portfolio management, sub-advisory services, model portfolios, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Claud Bond is a financial advisor at Greenwood Capital Associates, LLC in Greenwood, SC, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Greenwood Capital Associates since 2002. Greenwood Capital Associates manages approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by an Investment Committee.

John Wiseman is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, having worked at Greenwood Capital since 2006. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, and other services through a multi-team structure with an Investment Committee that applies a top-down approach to portfolio construction and management.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Richard Biele is a financial advisor at Andrew Garrett, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory work, he is involved with Brack Advisors LLC and Bucks Capital. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing various sub-advisers and program sponsors to implement diverse strategies tailored to client suitability profiles.

John Proctor Jr. is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual Wealth Management Company. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm provides financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly Investment Committee.

Colin Burns is a financial advisor at Greenwood Capital Associates, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Goepper Burkhardt and UBS. Outside of his advisory work, he has been involved with the Pasadena Stars youth basketball team since 2021. Greenwood Capital Associates, LLC manages approximately $1.668 billion for around 635 clients, including individuals, families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting.

Arthur Klugh is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His work history includes roles at Goldman Sachs PFM, United Capital Financial Advisers, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. He also acts as an independent insurance agent, providing insurance advice in addition to investment services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates with 161 advisors managing approximately $9.9 billion in client assets, employing a long-term investment approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.