Brett Anderson is a CFP® with Series 63 and Series 65 licenses and over eight years of experience in the financial services industry. He currently serves as the sole advisor at Fountainhead Wealth Planning and has held positions at firms including Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services LLC. Fountainhead Wealth Planning provides investment advisory and financial planning services to individual and high-net-worth clients through discretionary managed accounts and consulting engagements. The firm’s investment approach is tailored to each client’s objectives and may include asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, while also offering fixed-fee and hourly financial planning options.

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.

Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.

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.

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.

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.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Thomas Dundorf is a CFP® professional with 35 years of experience in financial advising. He is currently with Family Wealth Partners, LLC, where he has worked since 2003 in various capacities. His prior roles include positions at Independent Advisor Alliance, LPL Financial, Efficient Advisors, and Family Wealth Counselors of The Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading across a broad universe of traditional and alternative securities.

Polly Stoecklein is a CFP® professional with 43 years of industry experience, currently serving at Pinkerton Wealth Partners. Her prior roles include positions at Consolidated Portfolio Review, Vanderbilt Securities, Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. She has been a trustee of the Greater Manhattan Community Foundations since 2010. Pinkerton Wealth Partners provides investment advisory services and financial planning to individuals, families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process that integrates quantitative, technical, and fundamental analysis across a range of active, passive, and tactical strategies.

Martin Shapiro is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Creative Financial Designs since 2013 and has operated Magic by Marty, a separate business, since 1983. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research, offering strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Katie Keppler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Titleist Asset Management, LLC. Her prior roles include positions at Merrill Lynch, Harwood Wealth Management, and Wealth Management Advisors, LLC. Keppler is also involved with Titleist Capital, LLC, an affiliated broker-dealer. Titleist Asset Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, and retirement plan sponsors. The firm manages approximately $2.43 billion across tailored portfolio strategies and offers discretionary portfolio management, financial planning, and ERISA retirement plan advisory services.

Christopher Ward is a financial advisor at Calton & Associates, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory role, Ward helps operate his family’s cattle and hay farm and serves as a boys' golf coach at Pickens High School. Calton & Associates serves individual investors, retirement plans, trusts, and estates with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through various program structures and combines fee-based and commissionable products under a dual registration as both a registered investment adviser and broker-dealer.

Brandon Long is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. He previously worked at Edward Jones for six years and has been affiliated with Kestra since 2024. Outside of advising, he serves on the board of Connect Powdersville, where he manages logistics for community events involving food trucks, vendors, and entertainment. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party solutions.

Bill Harwood, CFP, is a financial advisor with Independent Advisor Alliance, LLC and has 27 years of industry experience. He has been with Independent Advisor Alliance since 2017 and also maintains a long-standing affiliation with LPL Financial since 2003. Harwood has taught financial planning seminars for medical residents and provides tax preparation services for his LPL investment clients. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides a range of services including asset management, financial planning, and retirement plan consulting through a network of 219 advisory representatives using both discretionary and non-discretionary authority.

John Dickey is a financial advisor at Vanderbilt Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc. and WealthWave. Outside of advising, he is involved with Netlaw Inc, a technology company focused on estate planning software. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Robert Thompson is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Belpointe since 2018, following roles at Williams Financial Management and Invest Financial Corporation. In addition to his advisory work, he is president of an accounting firm, Robert G. Thompson, CPA, which he has led since 2004. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and consulting services, utilizing customized portfolios that combine internal and third-party strategies tailored to client objectives and risk tolerance.

Robbin Broome is a financial advisor at Impact Partnership Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foundations Investment Advisors, LLC. Broome is also president of The Smart Lifestyle, a nonprofit organization that teaches fiscal awareness in community settings. Impact Partnership Wealth provides investment management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, and business entities. The firm offers discretionary portfolio management using a combination of third-party strategies, adviser-managed models, and direct indexing.

Joseph Palma is a financial advisor with Commonwealth Financial Network in Salem, SC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes over a decade at American Portfolios Financial Services, Inc., followed by roles at OSAIC and Angelo Planning Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customized program options.