Charles Lundblade is a CFP® professional with 19 years of industry experience. He has been with A.G.P. / Alliance Global Partners since 2019, following 12 years at Edward Jones. Outside of his advisory work, he manages Lundblade Properties, LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm uses a multi-team platform emphasizing international investing through the EPC Advisors Group and offers a range of portfolio management and financial planning services.

Sarah Gray is a financial advisor at A.G.P. / Alliance Global Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Center Street Securities and BB&T Investment Services. Outside of advising, she owns Gray Wealth Management and is involved with the Clemson Area Chamber and the Clemson Women's Group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including partnerships for estate planning and sub-advisory arrangements.