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.

Marcel Kelley is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, AE Wealth Management, and Oak Harvest Investment Services. In addition to his advisory roles, Mr. Kelley serves in the U.S. Coast Guard Reserves as a maritime enforcement specialist. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and third-party sub-advisers.

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.

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 Rampart Financial, Inc., where he is also an owner and insurance agent specializing in life, health, long-term care insurance, and annuities. His prior experience includes roles at Estate Planning Strategies, Inc. and self-employment in related fields. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party models and offers a range of services including ERISA plan support, brokerage, and standalone financial consulting.

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.

Gina Rose Salamin is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2022. Prior to entering the financial sector, she worked with Greenville County Schools from 2019 to 2022 and was retired from 2007 to 2019. 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 operates through multiple divisions and a network of investment advisor representatives, employing a mix of fundamental, technical, cyclical, and charting analyses to guide investment advice.

Peyton Hoppes is a financial advisor with The Fiduciary Alliance, holding a Series 66 designation and seven years of industry experience. Prior to joining The Fiduciary Alliance in 2019, he worked at Ameriprise Financial Services and Hughes Investment, among other firms. He serves as a general board member for the National Wild Turkey Federation. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental and technical analysis, offers estate and business planning support, and delivers both discretionary portfolio management and ERISA 3(21) nondiscretionary services.

Paul Ellis IV is a financial advisor with The AmeriFlex Group in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes positions at Guardian Life Insurance Company and Park Ave Securities. He also engages in individual insurance activities outside of Guardian Life. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via various asset allocation models and manager relationships.

Thomas Faircloth is a financial advisor affiliated with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior experience includes roles at Lincoln Financial Services Corp and Raymond James Financial. Outside of his advisory work, he is involved in selling life, accident, health insurance products, and fixed indexed annuities through Carolinas Wealth Management Group, Inc. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs emphasizing tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.

Sean Nisil is a CFP® professional with 14 years of experience in financial advising, currently with Root Financial Partners since 2025. His prior roles include positions at ASE Private Wealth, Belpointe Asset Management, Origin Financial, Living Well Financial Advisors, and Simplifi, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach with tailored portfolios and offers specialized strategies and educational programs.

Traci Pennell is a financial advisor at First Citizens Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BB&T Corporation for 21 years before joining First Citizens in various roles since 2021. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on discretionary investment management and strategic asset allocation.

Matthew Glass is a financial advisor with Altitude Capital Management LLC in Greenville, SC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Brookstone Wealth Advisors and Glass Financial Group, as well as extensive experience at Asbury Automotive. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and emphasizes maintaining long-term purchasing power through various strategies, managing accounts primarily on a discretionary basis.

John Coble IV is an advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 65 designation. He has one year of industry experience and has previously worked at Coble Wealth Management and Aptive Environmental among other roles. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary and nondiscretionary services, including to ERISA plan sponsors.

Alex Darroudi is a financial advisor at Consolidated Portfolio Review Corp with a Series 65 designation and nine years of industry experience. He previously worked at Streamline Asset Management and Urich Financial Services before joining his current firm. Consolidated Portfolio Review is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis.

Emmet Martin is a financial advisor with Trustmont Advisory Group, Inc. in Mauldin, South Carolina, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Trustmont Advisory Group and its affiliated entity, Trustmont Financial Group, since 2010. Outside of his advisory role, Martin owns a notary service and is involved in insurance sales, including fixed and fixed indexed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Jeremy Strickler is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Advisory Services Network since 2021 and previously spent six years with Wells Fargo Advisors. He owns Williams Wealth Inc., an investment-related service corporation based in Greenville, SC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisors provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.