Susan Greene Lockwood is the sole advisor at Greene Directions LLC in Anderson, SC, holding Series 63 and Series 65 licenses with 35 years of industry experience. Her prior work includes roles at Premium 72 Capital and SANDLAPPER Wealth Management, LLC. She also owns Many Hands Administrative Services, LLC, a consulting business offering drafting of business documents. Greene Directions is a registered investment adviser serving individuals, small businesses, and high-net-worth clients with client-specific investment programs. The firm manages accounts on a non-discretionary basis, employing both fundamental and technical analysis while emphasizing periodic account reviews and a range of investment instruments.

Laura Cook, CFP®, is the founder of Flourish Financial Life Planning, a fee‑only firm in Anderson, SC, serving women of faith across the country who want their financial lives to reflect their values. With more than 20 years of experience, Laura brings a calm, relational approach to planning, helping women navigate money with clarity, confidence, and peace. Her path into financial planning began unexpectedly at a credit union, where she discovered how meaningful it was to help people understand their finances. After losing her father two years later, Laura began walking alongside widows through overwhelming financial decisions — an experience that shaped her calling and the heart behind her work today. Laura partners with women through every season of life, from career transitions and caregiving to retirement and legacy planning. She is known for her ability to explain complex topics in everyday language and for creating a safe, judgment‑free space where clients can talk openly about both the practical and emotional sides of money. She founded Flourish to offer thoughtful, faith‑aligned guidance that helps women build lives marked by purpose, peace, and financial confidence.

John Alexander Jr. is a financial advisor with Apex Capital Management LLC in Anderson, South Carolina, holding 21 years of industry experience. He has served as Chief Investment Officer of the Clemson University Foundation since 2003 and has been a Professor of Finance at Clemson University since 1990. Apex Capital Management LLC provides portfolio management and investment consulting to high-net-worth individuals, small businesses, and institutional clients. The firm employs a concentrated “Dow 10” strategy focused on select Dow Jones Industrial Average stocks, utilizing quantitative models and active trading within client-specified leverage limits.

Taylor Stokes is the principal advisor at Stokes Capital Advisors, LLC in Greenwood, SC, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 11 years of industry experience, all with Stokes Capital Advisors since its founding in 2015. Outside of advisory work, he owns Paradiddle Properties, LLC, a company created to manage the office building leased by his firm. Stokes Capital Advisors offers portfolio management and investment consulting to individuals, trusts, pension plans, and business entities, focusing on dividend-growth equity selection combined with strategic asset allocation. The firm manages approximately $499 million across 277 clients, typically on a discretionary basis, and uses a blend of quantitative screening, qualitative analysis, and third-party services to implement its investment strategies.

John Cooper is a CFP® with 10 years of industry experience and has been with Greenwood Capital Associates, LLC since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Mr. Cooper is a joint owner and property manager of Midtown Property Management, LLC, where he spends several hours monthly coordinating rental property services. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and institutional investment services, overseen by an internal Investment Committee employing fundamental, technical, and risk analyses.

Mark Maurer is a financial advisor with Andrew Garrett Inc. in Anderson, South Carolina, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Andrew Garrett Inc. since 2002. Andrew Garrett Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client profiles.

Brian Disher is a CFP® professional with 24 years of industry experience, currently serving at Greenwood Capital Associates, LLC since 2015. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Disher is involved with DACC, LLC, a non-investment-related entity that holds a piece of lake property in South Carolina. Greenwood Capital Associates is an SEC-registered investment advisory firm offering financial planning and portfolio management to individuals, families, and institutional clients, including foundations and municipal entities. The firm employs a multi-team approach with a dedicated Wealth team and Investment Managers, utilizing fundamental, technical, and cyclical analysis to oversee discretionary management and customized investment strategies.

Karen Smith is a financial advisor with Greenwood Capital Associates, LLC, holding a Series 65 designation and seven years of industry experience. She has been with Greenwood Capital Associates since 2016. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, trusts, and government entities. The firm offers financial planning, portfolio management, and retirement guidance through a team-based approach supported by an internal Investment Committee that employs fundamental and technical analysis in its strategies.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC, holding a Series 65 license with one year of industry experience. His prior work includes roles at Wallick Investments, Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, and Presbyterian College. Greenwood Capital Associates is an SEC-registered firm that provides financial planning and portfolio management services to individuals, families, and institutional clients such as foundations, endowments, trusts, healthcare providers, and government entities. The firm employs a multi-disciplinary investment approach overseen by an internal Investment Committee and offers discretionary management, model portfolios, and third-party platform management for retirement plan assets.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Greenwood Capital, she worked at E*TRADE Securities LLC and has a background that includes roles at Clemson University and in the hospitality and education sectors. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm offers a range of services including private client advisory, institutional investment management, and retirement plan consulting, with investment decisions guided by an internal committee employing fundamental and technical analyses.

Melissa Bane is a CFP®, ChFC®, and PFS™ with 12 years of industry experience. She has been with Greenwood Capital Associates, LLC since 2013. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

Denise Lollis is a financial advisor at Greenwood Capital Associates, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Greenwood Capital Associates since 2013. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm combines private client advisory and institutional investment management, using fundamental and technical analysis through an internal Investment Committee to develop tailored strategies.

Claud Bond is a financial advisor at Greenwood Capital Associates, LLC in Greenwood, SC, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Greenwood Capital Associates since 2002. Greenwood Capital Associates manages approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by an Investment Committee.

John Wiseman is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, having worked at Greenwood Capital since 2006. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, and other services through a multi-team structure with an Investment Committee that applies a top-down approach to portfolio construction and management.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

John Proctor Jr. is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual Wealth Management Company. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm provides financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly Investment Committee.

Colin Burns is a financial advisor at Greenwood Capital Associates, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Goepper Burkhardt and UBS. Outside of his advisory role, he has been involved with the Pasadena Stars youth basketball team for five years. Greenwood Capital Associates is an SEC-registered investment advisory firm serving individuals, families, and institutional clients such as foundations, endowments, and government entities. The firm’s Wealth team provides private client advisory and retirement guidance, while its Investment Managers offer institutional investment management, sub-advisory services, and group retirement plan consulting.

Jason Gibson is a financial advisor at Capitol Securities Management, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Capitol Securities, he was with UBS for one year and has educational background including time at Episcopal High School and Durham Academy. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, model portfolios, and third-party money managers.