Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

Patrick Burke Jr. is a financial advisor at 133 Legacy in Campobello, SC, with eight years of industry experience and a Series 66 designation. His prior roles include positions at Merrill Lynch and Empower Advisory Group. He is also involved in roofing contracting through Redemption Solar & Roofing. 133 Legacy provides discretionary asset management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporate clients. The firm uses a tailored investment approach incorporating Monte Carlo planning, fundamental and technical analysis, and derivative strategies, and serves as an ERISA 3(21) fiduciary for retirement plans.

Royce Angel Jr. is the principal advisor at Angelroyce Wealth Advisors, LLC in Greer, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Angelroyce Wealth Advisors since 2011 and has prior experience at Change Path LLC and R. Neal Angel, Jr. In addition to his advisory work, Angel serves as an insurance agent and teaches as an instructor at Furman University. Angelroyce Wealth Advisors provides fee-based financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a non-discretionary approach, primarily coordinating with third-party institutional managers and employing fundamental, technical, and cyclical investment analysis methods.

Katrina Whitlinger is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience. She currently serves as the sole advisor at Stella Maris Wealth Management, an independent firm she joined in 2026. Prior to this, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. Whitlinger is also a licensed insurance agent, offering clients insurance solutions when appropriate to complement their financial strategies. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and utilizes a "Wealth Stewardship Planning" process, emphasizing diversified, tax-aware portfolios and long-term risk management supported by third-party analytics and AI-assisted tools.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.

Andrew Bencivenga is a CFP® with five years of industry experience, currently affiliated with Brindle & Bay Financial Advisors, LLC. His prior experience includes work with Magni Publicani, LLC and Bona Fide Finance. Outside of investment advising, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on customized strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supported by third-party model design, retaining discretion over implementation and account management.

Andrew Hatherley is a financial advisor with The Retirement Solutions Group, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been involved with his current firm and affiliated entities since 2008 and also works as a divorce analyst through Wise Divorce Solutions, LLC. Outside of advisory roles, he is an insurance agent and provides divorce financial analysis services. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services for individual clients, including both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals, time horizons, and risk tolerance, with regular portfolio reviews and monitoring practices such as automated rebalancing and tax-loss harvesting.

Edward Longstrom is a financial advisor at TRG Capital Management, Inc. with three years of industry experience and holds a Series 65 designation. He has also served as president of Inorbit Consulting Corp., an IT consulting firm, since 2000. TRG Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a range of investment strategies tailored to client risk profiles and incorporates both fundamental and technical analysis along with tactical risk-management tools.

Jacqueline Benjamin Hatherley is a financial advisor at The Retirement Solutions Group with three years of industry experience. She holds a Series 65 credential and has previously worked at Capstone Capital Wealth Advisors and The Investment Counsel Company. In addition to her advisory role, she owns and consults for RIA Ops LLC, a staffing and operations consulting firm. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management as well as financial planning and consulting. The firm focuses on retirement income planning, tax considerations, estate preservation, and investment selection tailored to client goals and risk tolerance.

Scott Turner is a financial advisor at Landolt Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, where he assists with administrative tasks and tax-related documentation. He is also a co-trustee for five family accounts. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in assets and focuses on small-cap growth stocks, employing both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Eric Steele is a CFP® professional with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2015. He previously worked with Client One Securities, LLC and is involved with other financial services ventures related to life insurance and retirement plan sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary advisory platform and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Martin Shapiro is a financial advisor with Creative Financial Designs, Inc. in Travelers Rest, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Creative Financial Designs since 2013 and has been involved with his business, Magic by Marty, since 1983. In addition to his advisory work, he has a long-standing involvement in the insurance industry. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers specialized strategies such as Biblically Responsible Investing.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

Jonathan Shinkle is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Idle Hill Advisors LLC, Health Horizons Medicare Solutions, and the Virginia Air National Guard. Outside of finance, he has been involved with Health Horizons Medicare Solutions since 2021. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methods while offering portfolio management, financial planning, and consulting services.

Christopher Ward is a financial advisor at Calton & Associates, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory role, Ward helps operate his family’s cattle and hay farm and serves as a boys' golf coach at Pickens High School. Calton & Associates serves individual investors, retirement plans, trusts, and estates with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through various program structures and combines fee-based and commissionable products under a dual registration as both a registered investment adviser and broker-dealer.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.