William Gold Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Raymond James Financial Services, and multiple Steward Partners entities. Outside of advisory work, he serves on the board of the Hendersonville Country Club and consults for Tommy Tolles Enterprises, which manages professional golfers. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and portfolio management solutions.

Richard Alexander Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and ChFC® designations and over 23 years of industry experience. He previously worked at Bank of America, Merrill, and Valmark Securities. He serves as chairman of the Henderson County Chamber of Commerce, a civic organization that supports local businesses in Hendersonville, North Carolina. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.