Eric Steele is a CFP® with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial, and Truist Investment Services. Outside of his advisory work, he is the owner of Upstate Wealth Management LLC, which offers life insurance and annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan fiduciary services. The firm combines project-based planning and ongoing asset management through fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Thomas Plemmons is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Upstate Wealth Management since 2016 and serves as Vice President of Financial Services at Owens Insurance. Plemmons is also a board member of the Greater Inman Chamber of Commerce. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.