Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to founding Quantaraxia in 2020, he worked at Graham Capital Management and Capstone Investment Advisors. Bastien also serves on the advisory board of Globcoin, a company focused on stable digital currency solutions linking fiat and cryptocurrencies. Quantaraxia LLC provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm employs a quantitative and systematic investment approach that includes options, margin, and short sales, and offers subscription-based market-timing services and investment commentary.

John Mc Namara is a financial advisor at Highball Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Binary Event Network, Inc. before joining Highball Advisors in 2018. Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, focusing on passive investment management through index mutual funds and ETFs. The firm emphasizes client education, offering webinars and speaking engagements, and manages about $72 million in discretionary assets across approximately 62 client accounts.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Paola Martinez is a CFP® professional with WisePath Financial Planning, LLC in Simpsonville, SC. She has been with WisePath since 2026 and also owns and operates P.M. Accounting Services and 1mpact First LLC, providing tax preparation, tax planning, and outsourced CPA services. WisePath Financial Planning offers investment management and financial planning to individuals, high-net-worth clients, and corporations, utilizing asset allocation and Modern Portfolio Theory with a blend of passive and active strategies. The firm also integrates its affiliated public accounting practice and manages outside managers and model portfolios as part of its advisory services.

Aden Partee is a financial advisor at JEHM Wealth & Retirement, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and Chick-fil-A in various roles. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including Retirement Wealth Advisors and Change Path, LLC. In addition to his advisory role, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients through comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios primarily via model strategies and a sub-adviser relationship.

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bluestar Wealth Management in 2025, he worked at Novus Advisors from 2017 to 2025 and Charles Schwab Bank from 2000 to 2017. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services, including asset allocation, security selection, and regular portfolio monitoring.

Richard Vandernoord is a CFP® with 24 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 1997 and previously spent six years at THF Advisors, LLC. He holds Series 63 and Series 65 licenses. Van der Noord Financial Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm primarily uses goals-based, passive investment strategies built with ETFs and diversified model portfolios, and is notable for its ERISA-focused retirement plan work and use of third-party service providers incorporating artificial intelligence and machine learning.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and the Society of Financial Awareness. Outside of her advisory role, she serves as president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients with comprehensive financial planning, targeted consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and a combination of fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Charlotte Morgan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Family Financial since 2025 and previously held positions at Creative Planning, JBJ Investment Partners, New Planner Recruiting, and Stravolo Wealth Management. Family Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and may allocate assets to independent managers while utilizing ETFs, mutual funds, individual securities, and digital currency.

David Gerdt is a CFP® with 12 years of industry experience. He is an advisor at Van der Noord Financial Advisors, Inc., where he has worked since 2011, and previously spent four years at THG Advisors, LLC. Van der Noord Financial Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, discretionary portfolio management, and retirement plan advisory services. The firm manages approximately $152 million across 126 client relationships and employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios.

Danielle Harmon is a CFP® professional affiliated with Clark Asset Management, LLC, with experience spanning over six years in the financial advisory industry. Her work history includes roles at Blue Trust, Origin Financial, and Boundless Financial Services, along with prior experience at Clark Asset Management. Clark Asset Management serves individual and high-net-worth clients by providing wealth management through ongoing investment management and financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, focusing on planning areas such as retirement income, tax planning, risk management, and estate considerations.

Andrew Edwards is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 65 designation and has a background that includes service in the United States Air Force and roles at Lockheed Martin. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages $270 million in assets and employs model-based portfolio management, including Sharia-compliant options, combining fundamental analysis with Modern Portfolio Theory.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.

Matthew Glass is a financial advisor with Altitude Capital Management LLC in Greenville, SC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Brookstone Wealth Advisors and Glass Financial Group, as well as extensive experience at Asbury Automotive. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and emphasizes maintaining long-term purchasing power through various strategies, managing accounts primarily on a discretionary basis.

Luke Powers is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Visionary Horizons, LLC and has prior experience at firms including Vanbridge, Southwestern Investment Group, and Raymond James Financial Services. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and qualified retirement plan advisory services. The firm employs tailored investment plans and uses a combination of fundamental, technical, cyclical analysis, and option strategies, supported by third-party research and algorithm-based modeling.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular account reviews.