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 licenses and previously worked at Stonebridge Wealth Management, Ltd and Idle Hill Advisors LLC. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that combines fundamental and technical analysis and incorporates artificial-intelligence tools alongside human review.

Noel Swain is a CFP® certified financial advisor with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Cambridge Investment Research Advisors, Inc. for 10 years. Outside of his advisory role, he operates as an independent insurance agent through ProVest Wealth Advisors. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of analytical approaches and third-party managers to tailor investment strategies.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. 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 range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

Robert Roach is a CFP® with 16 years of industry experience, currently serving as a financial advisor at BFC Planning, Inc. since 2017. He previously worked with Royal Alliance from 2010 to 2017. Outside of advising, Roach serves as Chair of the Programs Committee for the YMCA Caine Halter Board and is involved with the United Way of Greenville County’s Campaign Cabinet. He also acts as an agent for contract negotiations for professional golf players and holds a CFO role overseeing finances for a construction and design company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets and over 11,000 client relationships, offering flexible fee structures and access to multiple investment platforms and sub-advisers.

Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Trek Financial since 2018 and has prior experience at Horter Investment Management. Outside of his advisory role, he is co-owner of Beta-Blue Print, a software business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm employs a mix of strategic and tactical investment approaches, incorporating forward-looking portfolio construction, AI tools, and a diverse range of model strategies and alternative investment options.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with credentials including Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at The Nalls Sherbakoff Group, LLC. In addition to his financial career, Arlen is the owner and primary consultant of Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through several advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Susan Campion is a financial advisor with First Citizens Asset Management, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Citizens Asset Management since 2012 and also works with First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, employing global, multi-asset model portfolios across various implementation frameworks with dynamic asset allocation and ongoing monitoring.

Gregory Towner is a financial advisor at The Fiduciary Alliance with 15 years of industry experience. He holds the CFA® designation and Series 63 license and has been with The Fiduciary Alliance since 2016. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in its investment approach and offers discretionary portfolio management alongside estate planning, risk management reviews, and access to third-party insurance resources.

Robert Felts is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has served at First Baptist Church Simpsonville since 2014. Felts also worked at Anderson University from 2014 to 2018. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based and UMA platforms along with tax-overlay and automated programs.

Steven Pharis is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. His prior roles include positions at Williams Wealth Management and Fifth Third Bank, as well as various functions at Furman University and Florida Gulf Coast University. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing about $8.6 billion in client assets with tailored strategies across a broad range of investment products.

Shane Conway is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Galloway Asset Management, Granite, Govgistics, and Concentrix. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Marcel Kelley is a financial advisor with Foundations Investment Advisors LLC and Alloy Investment Management, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Oak Harvest Investment Services, AE Wealth Management, Gregory Ricks & Associates, and Ameriprise Financial Services. He also serves in the U.S. Coast Guard Reserves as a Maritime Enforcement Specialist. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, utilizing model portfolios, asymmetric rebalancing, and a broad set of investment products across various client types.

Pamela Harrison is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Berthel Fisher & Company Financial Services. She also operates Harrison Financial, a separate financial advisory business based in Simpsonville, SC. Secure Asset Management primarily serves individual clients across a range of net worth levels, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts using third-party platforms.

Robert Allison is a financial advisor with Gradient Securities, LLC in Greenville, SC, holding a Series 66 credential and 15 years of industry experience. He has previously worked at Securities America Advisors and has been involved with The Retirement Company, LLC since 2010. Outside of advising, Allison has self-published a book and may write additional works. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach, combining fundamental, technical, and cyclical analysis, and often utilizes third-party managers, with ongoing performance monitoring and disclosed revenue-sharing arrangements.

Andrew Kessler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has previously worked at AW Securities and Allworth Financial, L.P. from 2015 to 2023. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and offers access to proprietary models, alternative investments, and retirement plan consulting.

Adam Clements is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with IAMS Wealth Management, LLC and has worked at Rampart Financial, Inc. since 2020. Adam is also the owner of Rampart Financial Inc., where he acts as an insurance agent specializing in life, health, and long-term care insurance products. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts on a discretionary basis using model-based strategies and offers a range of instruments including equities, ETFs, fixed income, direct indexing, and structured products.

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.