Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

John Mc Namara is a financial advisor at Highball Advisors with nine years of industry experience. He holds the Series 66 designation and worked previously at Edward Jones for one year before joining Highball Advisors in 2018. Highball Advisors is an independent firm that provides portfolio management and comprehensive financial planning to individuals and families. The firm primarily uses passive investment management with index funds and ETFs, offers non-discretionary account management, and emphasizes client education through webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Paola Martinez is a CFP® professional based in Simpsonville, South Carolina, with a background in accounting and tax services spanning over a decade. She is the owner of 1mpact First LLC, serving as an outsourced CPA to other CPA firms, and also operates P.M. Accounting Services, which provides tax preparation and financial review services. Martinez joined Yellow Oak Financial Planning, LLC in 2026, where she serves as the sole advisor. Yellow Oak Financial Planning is an independent, fee-only firm offering discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm integrates modern portfolio theory with technical and fundamental analysis, employing both passive and active strategies, and maintains a direct affiliation with an accounting practice owned by Martinez.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 credential and 16 years of industry experience. She has held roles at various firms including Lafayette Advisors and Novus Wealth Management. Outside of her advisory work, she is involved in telehealth services through Doc On Call, LLC. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management and financial planning, using fundamental analysis and active asset management to implement tailored portfolio strategies.

Christopher Connelly is a financial advisor with Novus Advisors, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

Robert Flink is a CFP® with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior roles include positions at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, and Highland Capital Management. He is based in Greenville, SC. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser that provides retirement wealth management services to retirees, pre-retirees, and other individual and institutional clients. The firm emphasizes strategic asset allocation and fundamental analysis through diversified multi-asset portfolios, integrating retirement and tax planning with portfolio management to meet clients’ specific financial needs.

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Change Path, LLC. Outside of advisory services, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm’s investment approach combines client-specific asset allocation with fundamental and technical analysis and utilizes model portfolios along with a sub-adviser to manage client accounts.

Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bluestar Wealth Management in 2025, he worked at Novus Advisors from 2017 to 2025 and Charles Schwab Bank from 2000 to 2017. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services, including asset allocation, security selection, and regular portfolio monitoring.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Charlotte Morgan is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Family Financial since 2025 and previously held positions at Creative Planning, JBJ Investment Partners, New Planner Recruiting, and Stravolo Wealth Management. Family Financial is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, and small businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and may allocate assets to independent managers while utilizing ETFs, mutual funds, individual securities, and digital currency.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.

Jennifer Chandler is a Series 65-licensed financial advisor with eight years of industry experience, currently serving at Family Legacy, Inc. in Greenville, SC. She has been with Family Legacy since 2016, working as part of a seven-advisor team. Family Legacy, Inc. offers discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a long-term, generally conservative investment approach focused on high-quality large-cap stocks complemented by bonds, REITs, mutual funds, and ETFs, and integrates tax-managed strategies primarily for larger clients.

David Means is a financial advisor at Means Wealth Management with 22 years of industry experience. He holds the Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning for business owners, employing a combination of active and passive investment strategies customized to client needs.

Jonathan Burns is a financial advisor with BCA Private Wealth, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining BCA, he worked at Ballentine Capital Advisors, Equitable Advisors, and Thomasville National Bank Financial Services. He is also licensed as an insurance agent, conducting insurance sales alongside his advisory role. BCA Private Wealth, Inc. serves individuals, trusts, corporations, and retirement plans by providing fee-based investment advisory services, financial planning, and pension consulting. The firm manages portfolios using a discretionary, custom structural allocation strategy focused on ETFs, mutual funds, and select individual securities, combining fundamental and technical analysis with digital investment options.