Terrell Stauffer is a CFP®-designated financial advisor with seven years of industry experience. He is the principal of Stauffer Financial, LLC in Rock Hill, SC, and has prior experience at firms including Wealth Enhancement Group and LPL Financial. Outside of advising, he is a part owner of Seamless Paint and Epoxy, a business unrelated to investments. Stauffer Financial, LLC is an independent advisory firm providing discretionary asset management to individuals, high net worth clients, and corporate entities. The firm employs fundamental analysis and long-term strategies tailored to each client’s goals and risk tolerance, with ongoing monitoring and periodic rebalancing.

Nathalie Cote is a CFP® and Series 65-licensed financial advisor with Harvest Financial Planning, LLC, based in Fort Mill, SC. She has six years of industry experience and has been with Harvest Financial Planning since 2018. In addition to her advisory role, she is a professor of psychology at Belmont Abbey College, where she has taught since 1998. Harvest Financial Planning provides financial planning, personal finance coaching, portfolio reviews, and discretionary investment management services primarily to individuals, couples, and families. The firm emphasizes diversification, long-term holding, and cost minimization, with a notable focus on financial education and serving clients through various fee structures, including hourly and subscription arrangements.

John Mitchell is the sole advisor at JM Tax & Financial LLC in Tega Cay, SC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at H.D. Vest Investment Services and had a 30-year career at American Airlines. In addition to financial advising, Mitchell owns and operates a tax preparation and bookkeeping business serving individuals and small businesses. JM Tax & Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, integrating discretionary and non-discretionary approaches. The firm combines investment advisory with tax preparation, bookkeeping, and payroll services, emphasizing active management with technical analysis and consideration of clients’ tax situations.

Carlton Phillips is the sole advisor at Asset Investment Solutions, LLC in Fort Mill, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding his current firm in 2018, he worked with Motiv8 Investments LLC and Asset Management Consultants Inc. Outside of his advisory role, he operates as an independent insurance agent and hosts free educational seminars. Asset Investment Solutions, LLC provides written financial planning and refers clients to third-party investment advisers for portfolio management. The firm focuses on asset-allocation models across various asset classes and monitors recommended managers without directly handling trades or custody of client assets.

Steven Mullooly is a CFP® with 33 years of industry experience. He is the principal advisor at Mullooly Wealth Planning LLC, an independent firm he has been with since 2022. Prior to this, he held roles at Osaic Wealth, Inc., ALPS Distributors, Inc., and Cullen Capital Management. He also works as a compliance consultant through Compliance Risk Concepts. Mullooly Wealth Planning provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes institutional and retirement-plan services and offers educational programs alongside its investment and planning services.

Richard Heckard is a financial advisor with Osaic Wealth, Inc. based in Rock Hill, SC, holding a Series 66 designation and 18 years of industry experience. His prior work includes over a decade at FSC Securities Corporation and ongoing roles with Continuum Capital Advisory, LLC and Heckard Financial Services. He serves as president of a nonprofit focused on financial education and is a board member of Westminster Towers and the York County Natural Gas Authority. OSAIC is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access through a large network of financial advisors.

Aaron Finch is the principal of Oakley Financial LLC in Fort Mill, SC, with 20 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Voya Financial Partners and operated as a sole proprietor since 2003. Finch is also involved in fixed insurance sales as an insurance agent. Oakley Financial LLC provides investment advisory and retirement-plan consulting services to individuals, high-net-worth clients, and employer-sponsored plans. The firm offers tailored investment strategies and serves as an ERISA 3(21) or 3(38) advisor, focusing primarily on retirement plan advisory and consulting roles.

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

Kenan Kurtz is a financial advisor at Concorde Financial Resources in York, SC, holding a Series 66 designation with four years of industry experience. His background includes work outside of finance at various service industry roles and studying at UNC Chapel Hill. Concorde Financial Resources provides investment supervisory services, general investment advice, and non-securities financial guidance to individuals, families, trusts, estates, and charitable organizations. The firm manages approximately $231 million in client assets using a diversified, multi-asset allocation approach that combines buy-and-hold strategies with tactical overlays based on economic and interest-rate analysis.

Colton Strawn is a CFP® professional with eight years of industry experience, currently serving at Copperleaf Capital, LLC. His prior experience includes roles at Fidelity Investments, The Vanguard Group, State Farm, and Uber and Lyft. Outside of advisory work, he is also licensed to sell health, disability, and life insurance products through an insurance agency. Copperleaf Capital provides financial advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a values-based discovery process and model portfolios focused on U.S. equities, government bonds, mutual funds, and ETFs, offering services that include tailored financial planning, discretionary portfolio management, and digital currency management.

Think of me as Your Financial Mom - the planner that works with regular families. Throughout my career, it seemed that financial advisors were always looking to sell their products or manage money to retirees, business owners, or those with lots of money - no one wanted to plan and budget for everyone else. Our clients look like just like regular people: Mom and Dad who get up in the morning, get the kids off to school, work all day either at home or an office, come home, get dinner on the table, pay the bills, and have a little money in their retirement account  You will get the tools and advice needed to plan your retirement, create your budget, and save for your goals. Our local and national resources can help you put together your will or review your insurance. Each client receives an easy-to-read financial plan outlining your current situation, alternatives to reach your goals, and an action plan to get you there.

Jason Ackerman is a CFP® professional with seven years of experience in the financial services industry. He is affiliated with Wealth Rabbit and has prior work history at Prajana Ventures, LLC. Outside of advising, he is involved with Bernard N. Ackerman, CPA, P.A., an accounting and tax practice where he prepares tax returns and assists with accounting for individuals and businesses. Wealth Rabbit serves individual investors through its mobile and online app, providing discretionary portfolio management with diversified model portfolios primarily composed of ETFs and ETPs. The firm also works with employers to offer SIMPLE IRA and SEP IRA options via a software subscription model that supports employee self-direction into proprietary investment strategies.

Justin Anderson is a financial advisor at Anderson Griggs Investments with 20 years of industry experience. He holds a Series 65 designation and has worked at Anderson Griggs & Co., Inc. since 2008. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations, typically managing accounts of at least $100,000. The firm’s investment approach emphasizes asset allocation through index-tracking ETFs and individual large-cap global equities, using a combination of fundamental, quantitative, qualitative, and cyclical analysis methods.

Kendall Anderson is a CFA charterholder with 19 years of industry experience. He has been with Anderson Griggs Portfolio Management since 1996. Anderson Griggs Investments provides investment supervisory services and individual portfolio management to individuals, trusts, and charitable organizations. The firm’s approach emphasizes asset allocation through index-tracking ETFs and selected large-cap global equities, focusing on long-term holdings with the flexibility for short-term trading when appropriate.

James Roberts is a CFP® professional with 18 years of industry experience. He is currently with Intentional, LLC and has previously worked at COMMUNITY WEALTH and Commonwealth Financial Network. Roberts also sells fixed insurance products in his individual capacity. Intentional is an SEC-registered advisory firm that provides portfolio management and financial planning to individual and high-net-worth clients, along with pension consulting services for small businesses and institutions. The firm uses a model-driven investment process combining fundamental, technical, and economic analysis, generally operating with discretionary authority.

Derek Lewis is a CFP® and Series 66 designee with 13 years of industry experience. He has been with R.P. Boggs & Co. since 2012. Lewis is based in Lake Wylie, South Carolina, and is currently affiliated with Catawba River Capital. Catawba River Capital provides wealth management and investment consulting services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holdings, while also incorporating strategies such as short selling and options writing when suitable.

Peter Ross is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Copperleaf Capital, LLC and Fidelity Investments. Outside of his advisory role, he is licensed as an insurance agent and sells health and life insurance products. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers discretionary account management supported by a networked operating structure and affiliated entities.

Kristopher Lewis is a CFP® with 12 years of industry experience, currently serving at Tuttle Wealth Partners LLC. His prior experience includes over a decade at The Vanguard Group, Inc., along with shorter tenures at Scarlet Oak Financial Services and CG Advisory Services. Tuttle Wealth Partners LLC provides investment advisory and financial planning services to retail and institutional clients, offering customized portfolio management, retirement plan consulting, and tailored financial plans. The firm uses proprietary models and may engage sub-advisers while maintaining overall client responsibility, with a focus on strategies that consider client objectives, risk tolerance, and tax implications.

Mary Ferguson is a financial advisor with Concorde Financial Resources in York, SC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Concorde Financial Resources and Westminster Financial Securities since 2001. Concorde Financial Resources serves individuals, high-net-worth households, trusts, estates, and charitable organizations by providing investment supervisory services, financial planning, and discretionary portfolio management. The firm’s investment approach combines multi-asset class allocation with tactical overlays based on economic analysis, offering clients both fee-based advisory services and commissionable insurance or transactional products.

Karina Moretz is a CFP® and ChFC® affiliated with Pathfinder Planning LLC, with one year of industry experience. Her prior work includes a period as a homemaker before joining Pathfinder Planning. Pathfinder Planning LLC provides comprehensive financial planning and discretionary portfolio management to individuals, couples, businesses, and families, focusing on working families, single women, young adults, and retirees or near-retirees. The firm employs a low-cost passive investment approach supplemented by targeted factor tilts and emphasizes tax management and client education.