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 two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial, ASE Private Wealth, Fluor Corporation, and Scansource. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various advisor-specific styles and third-party models.

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.

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 Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Mutual Securities, Inc., Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

David Koppenheffer is a CFP® and Series 65-licensed advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He previously worked at Dixon Hughes Goodman Wealth Advisors and FORVIS Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit that provides financial assistance and education, where he contributes to marketing and investment oversight on a voluntary basis. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, and consulting services. The firm employs a customized investment approach focused on asset allocation and diversification, combining active and passive strategies within an integrated service model that includes tax, accounting, and family-office support through its parent company.

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 at CreativeOne Wealth, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at MassMutual Life Insurance Company, Reveal Wealth, and New York Life Insurance Company. Since 2004, she has served as owner and investment advisor representative of Legacy Financial Advisors, LLC, focusing on life insurance, fixed annuities, and securities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, employing modern portfolio theory and various analytical methods across a diverse range of investment vehicles.

Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with nine years of industry experience. He has held positions at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, Inc., and NYLIFE Securities LLC. Outside of his advisory role, he is a senior business consultant for Horizon Private Wealth and owns Jetcor LLC, a real estate business. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, and consulting services, employing a mix of passive, active, tactical, and ESG-aware strategies in primarily discretionary portfolios.

Stewart Smith is a financial advisor with AlphaStar Capital Management in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at several firms including New York Life Insurance Company and AE Wealth Management, and is currently president and owner of Clearpath Retirement Planning, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical model portfolios and employs third-party portfolio construction technology to support its investment processes.

James Wynn III is a financial advisor with AlphaStar Capital Management in Greenville, SC. He holds Series 65 and Series 63 designations and has five years of industry experience. Prior to joining AlphaStar, Wynn worked at Alight Financial Advisors and several other firms. He is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating various asset types and utilizes third-party technology for portfolio construction and tax optimization.

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.

Steven Phillips is a CFP® practitioner with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previous experience at FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, and Greenleaf Trust. He is based in Greenville, SC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and a disciplined investment approach that integrates active and passive strategies and offers coordinated services alongside tax and family-office solutions.

Garrett Minton is an advisor at Belpointe Asset Management LLC with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Robinhood Markets, and The Vanguard Group. 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, model strategies, and co- or sub-advisory relationships.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at IFG Advisory since 2021 and has previous experience with LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments and incorporates third-party managers and models to tailor strategies to client objectives.

Jody Howard is a financial advisor at Ascentis Independent Advisors, LLC in Greenville, SC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including ORG Partners, LLC, Sanders Morris Harris LLC, and Equitable Advisors. Outside of advising, he is an independent insurance agent involved in selling fixed and variable insurance products. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and private direct investments, with ongoing portfolio monitoring and rebalancing.

Brandon Long is a CFP® with 8 years of industry experience, currently with Kestra Private Wealth Services, LLC. Prior to Kestra, he spent six years at Edward Jones. Outside of his advisory role, he serves as a board member for Connect Powdersville, where he manages logistics for community events. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Brian Barbee is a CFP® with seven years of industry experience, currently serving at Root Financial Partners. His background includes roles at Edward Jones and Fidelity. Prior to his financial career, he worked in apparel design at OOBE Apparel Design Group for three years. Root Financial Partners offers investment management and comprehensive financial planning for individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programs and online academies separate from advisory services.

Delores Thomsen is a financial advisor with Capital Investment Advisory Services, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. She has been with Capital Investment Group, Inc. since 1993. Outside of her advisory role, she owns and operates Abstratika, an online art business. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a combination of analytical methods and regular portfolio reviews.

James Yarbrough Jr. is a financial advisor at SeaCrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Idle Hill Advisors LLC and Stonebridge Wealth Management, Ltd. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and uses both internal and third-party artificial intelligence tools to support decision-making.