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., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Creative Financial Designs since 2013 and has operated Magic by Marty, a separate business, since 1983. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm’s investment approach includes asset-class model allocations informed by third-party research, offering strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Thomas Andrews is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Integrated Advisors Network LLC. His prior experience includes roles at Fidelity Investments and Strategic Advisors, Inc. He is also affiliated with Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while managing ongoing portfolio oversight.

Justin Chamberlin is a Series 65 licensed advisor at Advisory Services Network with one year of industry experience. His prior roles include positions at Williams Wealth Management, First Citizens Bank, and as a State Farm agent with Gene Dukes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and concurrently manages The Hultquist Firm CPA, P.C., a certified public accounting business he founded in 2003. Outside of advising, he operates Y Knot Farm LLC, which focuses on crop farming. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisors with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm provides customized investment advice using a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and ESG-oriented strategies.

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.

Cary Urich is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has previously worked with Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and H. Beck, Inc. Outside of his advisory role, Urich serves as President of EM-Greenville, an organization focused on spreading the Gospel. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment approach that combines strategic asset allocation with fundamental and technical analysis across a broad range of securities.

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.

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Belpointe, he worked at Metric Financial, ASE Private Wealth, and held positions outside finance including roles at Fluor Corporation and health systems in Greenville, SC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and co-advisory relationships with third-party managers.

Andrew George is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at MAU Workforce Solutions for 13 years. In addition to his advisory role, he serves as an Operations Administrator at PROVISTA WEALTH ADVISORS, where he supports daily operations including money movement, trades, account openings, and financial plan development. Kestra Private Wealth Services, LLC provides investment advisory services to individuals and institutional clients through independent advisors and multi-advisor teams. The firm offers access to a wide range of investment products and platforms and manages approximately $13.45 billion in client assets across over 200 advisors.

David Treece is a financial advisor at Creativeone Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Creativeone Wealth since 2023. Previously, he was affiliated with AE Wealth Management and operated TreeceCo Financial. Treece is also president of Clients Excel, an insurance sales business. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment methods including modern portfolio theory and quantitative analysis.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

Gabrielle Cafalone is a financial advisor at Cornerstone Wealth with 3 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Mutual Securities, Inc., Royal Alliance, Equitable Advisors, and Haylor Freyer & Coon. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, stocks, and bonds, along with periodic portfolio reviews and rebalancing aligned with client objectives.

David Koppenheffer is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit providing financial assistance and education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates tax and accounting services through its affiliation with Forvis Mazars, LLP.

David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of industry experience. His prior roles include positions at Phillip Allen, Inc. and New York Life Insurance Company. Kuzmic has also been involved with several organizations outside finance, including Bob Jones University and Greenville Outdoor Living. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options, pension consulting, and college-savings assistance. The firm manages approximately $2.0 billion across multiple advisor-managed and third-party platforms.

Margarette Craig is an investment advisor representative with CreativeOne Wealth, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and five years of industry experience. She is also the owner of Legacy Financial Advisors, LLC, where she has provided life insurance, fixed annuities, and securities services since 2004. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and select private investments.

Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, Inc., and NYLIFE Securities LLC. Outside of his advisory role, he serves as a senior business consultant for Horizon Private Wealth and is the owner of Jetcor LLC, a real estate business. Fortis Capital Advisors serves a diverse client base, including individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Stewart Smith is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and New York Life Insurance Company. Smith is also the president and owner of Clearpath Retirement Planning, LLC, where he is involved in insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both model and custom investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

James Wynn III is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alight Financial Advisors and Lord and Richards. Outside of his advisory role, he is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of strategic and tactical investment approaches through model portfolios, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

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.