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.

Steven Phillips is a CFP® professional with five years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Dixon Hughes Goodman Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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 credential and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2021. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis, offering comprehensive portfolio management and financial planning services.

Jody Howard is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at ORG Partners, LLC, Sanders Morris Harris LLC, Wealthshield Partners, LLC, and Equitable Advisors, LLC. Outside of advisory services, he is an independent insurance agent selling fixed and variable insurance products. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program for alternative investments.

Brandon Long is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. He previously worked at Edward Jones for six years and has been affiliated with Kestra since 2024. Outside of advising, he serves on the board of Connect Powdersville, where he manages logistics for community events involving food trucks, vendors, and entertainment. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party solutions.

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.