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.

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.

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.

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.

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.

John Fink IV is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has previously worked at Horace Mann Companies and Lincoln Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Matthew Smith is a financial advisor with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is also involved with Lakenorth Investment Group, LLC, where he provides independent investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and organizations, offering discretionary investment management and financial planning through a multi-custodian platform that incorporates both proprietary and third-party investment solutions.

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise from 2016 to 2024 and has held positions at Steward Partners entities since 2025. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management using proprietary strategies alongside third-party money managers, with investments across various asset classes tailored to client objectives.

Ray Croff is a financial advisor with Brookstone Capital Management LLC and holds a Series 63 designation. He has eight years of industry experience, including time at Hall ETF Wealth Management System, Inc., and over two decades of self-employment prior to joining Brookstone. Outside of advising, he is involved in exit planning roundtables, working with business owners on preparing for the sale and value creation of their businesses. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and is notable for its platform support of a large advisor network and its integration with insurance and banking referral channels.

Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.

Stephen Blackwell is a CFP® professional with 17 years of industry experience, currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial and Edward Jones. Outside of his advisory work, he is an author and owner of Purpose Planner, LLC, a faith-based budgeting app targeting Gen Z, and serves as a board member for nonprofit organizations supporting children and special needs individuals. Steward Partners Investment Advisory, LLC manages over $28 billion in assets, serving a diverse client base that includes individuals, charitable organizations, and institutions. The firm employs a combination of proprietary and third-party investment strategies across various asset classes, providing both discretionary and non-discretionary portfolio management.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

Joseph Eppy is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has been with MML Investors Services since 1994 and with Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he is the founder and CEO of Stress-Free Parenting LLC and serves as a board member for Oakstone Academy, a special needs school for children with autism. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and provides educational seminars alongside various investment programs.

Jerry Cline is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has been with OSAIC since 2016. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers a range of advisory programs and access to various custodial platforms.