Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.

Jason White is a CFP® with 18 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and holds ownership in a CPA firm, Payne, White, & Schmutz CPA PA. His work history includes roles at several firms spanning back to 2004, including Infinity Wealth Group and Cetera Financial Specialists. Magnolia Financial Planning Services provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, and company retirement plans. The firm emphasizes risk control and valuation-driven investment decisions and manages approximately $225.7 million in discretionary assets.

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with four years of industry experience and holds a Series 65 designation. He is also involved as part-owner and employee in two South Carolina-based businesses, A to Z Sanitation, LLC and A to Z Landscaping, LLC. Prior to joining IQ Capital Strategy, Medlin’s work history includes roles at Wildwood and other companies across various sectors. IQ Capital Strategy, LLC is a state-registered investment adviser providing discretionary portfolio management to individuals, including high-net-worth clients, and charitable organizations. The firm employs a technical analysis and algorithm-driven investment approach, managing diversified portfolios that may include ETFs, equities, fixed income, futures, and commodities.

Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting services, managing roughly $353 million in client assets through a disciplined investment process that incorporates fundamental analysis, Modern Portfolio Theory, and a range of trading strategies.

Lowell Macher is a financial advisor with Magnolia Financial Planning Services, Inc. in Seneca, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Veridos Capital LLC since 2023 and has been with Magnolia Financial Planning Services since 2000. Prior to that, he spent 26 years at Dominion Mortgage & F/S Inc. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm’s investment approach combines valuation-driven stock selection and risk management techniques aimed at pursuing returns with lower volatility, supported by scenario-based planning, regular monitoring, and detailed reporting.

Raymond Massey is a financial advisor with IQ Capital Strategy LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms, including Founders Financial Securities LLC and First Dominion Capital Corp., and is also the owner and manager of Massey Transport LLC and Massey Grading and Cleaning, a trucking and land grading business unrelated to investments. IQ Capital Strategy LLC provides discretionary portfolio management primarily to individuals and charitable organizations, using a strategy that emphasizes technical analysis and algorithm-driven trade signals to seek capital appreciation with lower volatility. The firm manages approximately $22.6 million and employs a diversified approach across ETFs, equities, fixed income, futures, and commodities.

Blake Pitts is a financial advisor at IQ Capital Strategy LLC with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he operated Pitts Lawn Care for three years and has served as a pastor at LifePoint Church in Seneca, SC since 2013. In his role at the church, he dedicates significant time to non-investment-related activities. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across 154 accounts. The firm uses algorithmic trade-signal software and diversified investments including ETFs, equities, fixed income, single-stock futures, and commodities to pursue capital appreciation with lower volatility.

Dalton Massey is a Series 65-licensed financial advisor at IQ Capital Strategy LLC with one year of industry experience. Prior to joining IQ Capital Strategy, he held various roles including management of Sureflow Gutters, LLC, a Seneca, SC-based business he owns and oversees. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, utilizing algorithmic trade-signal software and a diversified portfolio approach that includes ETFs, equities, fixed income, single-stock futures, and commodities.

Alexander Andrews is a financial consultant with First Citizens Asset Management, Inc., holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. He has worked throughout his career within the First Citizens organization, including roles at First Citizens Bank and First Citizens Investor Services. Outside of his advisory work, he occasionally assists his wife with an e-commerce business that resells thrift store items on eBay. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, municipalities, and institutions. The firm offers multi-asset class portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and manager research.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Charles McDaniels is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at McDaniels and Thomas Wealth Management LLC and PRINCIPAL LIFE INSURANCE COMPANY. McDaniels serves on the board of the Hampton Masonic Lodge and is an associate member of the Georgia Funeral Directors Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Lori Talley Kelley is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and has worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Since 2022, she has served on the board of the Oconee County Special Needs and Disabilities Foundation. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and provide tailored investment solutions.

Sarah Kelley is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with Carson Wealth. She previously worked at Crescent Financial Advisors from 2020 to 2026. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a committee-driven investment approach and access to specialized solutions including Orion Custom Indexing and alternative investments.

Jan Fredman is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at UBS Financial Services and Crescent Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

Matthew Murphy is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include seven years at SunTrust Advisory Services and six years at Cetera Investment Services. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a focus on comprehensive financial planning and portfolio management using fundamental, quantitative, and technical analysis.

Samantha Fraelich Rohe is a CFP® and holds a Series 66 license with 24 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Kestra Investment Services, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary services, leveraging multiple investment strategies and technology platforms.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. He also operates Frierson Capital Management, providing client support and advisory services. Additionally, he is an independent insurance agent selling life insurance and fixed annuities and owns an LLC that manages bookkeeping and tax matters related to his advisory compensation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform integrations to serve its clients.

Jeffrey Nesseth is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2011 and held positions at several firms in 2011, including CL Wealth Management LLC, Girard Securities, Inc., and QA3 Financial LLC. Outside of his advisory role, he serves on the boards of US Preventive Medicine and Collins Children Home, and is involved in business consulting, health insurance sales, and food service marketing. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, using both firm and third-party models combined with strategic asset allocation and ongoing manager due diligence.