Kenneth Millar is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. Prior to joining Saxony Capital Management, he worked at Cabin Securities, Inc. and has also been involved with Peak Realty Advisors LLC, a real estate brokerage firm he owns. He serves as an Arizona Republican Party Precinct Committeeman, engaging in local party activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model offering discretionary asset management and financial consulting, employing a variety of investment strategies and conducting due diligence on third-party managers.

Justin Chastain is a CFP®-certified financial advisor with The Fiduciary Alliance, based in Greenville, SC, and has two years of industry experience. His prior roles include positions at Southern Bank, Strategy Corps, and Park Sterling Bank. Outside of advising, he teaches CFP classes to candidates through Dalton Education. 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 client-specific investment approach using a mix of fundamental, technical, cyclical, and charting analyses, and operates through multiple divisions and a network of investment advisor representatives.

William Mitchell III is a financial advisor with CX Institutional, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for V.M. Manning for 10 years before joining CX Institutional in 2026. CX Institutional provides portfolio management, financial planning, and retirement plan consulting services to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.

John Coble is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Wells Fargo Clearing, and Wachovia Securities. He holds Series 63 and Series 65 designations. Outside of advising, he is the owner of Coble Wealth Management, LLC. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a variety of analytical approaches and may use third-party managers while providing discretionary portfolio management and related financial planning support.

Joseph Carter is a Series 65-licensed financial advisor with Sequent Planning, LLC, bringing three years of industry experience. He has worked with IAMS Wealth Management and Palmetto Senior Benefits, and he also operates J. Carter & Associates, providing life and health insurance as well as annuities and property and casualty products. Sequent Planning, LLC, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Devian Blocker is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 65 and Series 63 licenses and four years of industry experience. His previous roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of financial services, he is the owner of The Wireless Woman, a part-time retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

William White is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Guardian Life and is affiliated with Park Avenue Securities, where he provides brokerage and investment advisory services. His prior experience includes roles at Raymond James Financial Services and Greenville County School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of services including financial planning, advisory solutions, and group education, utilizing both discretionary management and model-based strategies supported by proprietary and third-party platforms.

Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Jeffrey Stone Jr. is a CFP® with 19 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at LPL Financial, Wells Fargo Clearing, First Citizens Asset Management, and Waddell & Reed. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Patricia Hernandez is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at LPL Financial LLC, Sunamerica, and Crowell, Weedon & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plans selected by sponsors.

Seth Von Kuhn is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lima One Capital and Northwestern Mutual Investment Services LLC. His current roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning, consulting, and access to specialized investment programs.

Megan Briscoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. Her prior roles include positions at J Biance Wealth Management, J Biance Financial, Purpose Equity, D'Alberto Graham & Grimsley, and the Neumann Law Firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients through a standardized platform approach.

Edwin Waingart is a CFP® with 24 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2019. Prior to Janney, he spent six years with Raymond James & Associates. He serves as president of the Exit Planning Institute’s Greenville chapter, a local professional advisory network. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm offers a broad range of services to individuals, families, institutions, and municipalities through a combination of in-house and third-party portfolio management, as well as brokerage and advisory programs.

Dwight Mcpherson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career has included extensive tenure at BB&T and its successor entities prior to joining Truist. Outside of his advisory role, he serves as an Assistant Scout Master with the Boy Scouts of America, focusing on youth leadership and character development. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Thomas Ownbey is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that blends discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Michael Helms is a CFP® and PFS™ with 23 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at WealthShield Partners, LLC and Evergreen Financial Services, Inc. Helms is also a licensed accountant and provides CPA and tax services to clients. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee and manages over $122 billion in assets through a large advisor network and multiple program options.

Frank D. Ascenzo IV is a financial advisor with Equity Services, Inc. in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Equity Services, he worked at Ameriprise and National Life Group. He is also active as an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Trista Shigley is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked with Truist and its predecessor entities since 2014. She serves as a board member of the American Bankers Association Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Ariel Lee is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Before joining these firms, Ariel worked at Edward Jones and has experience in the automotive industry from Vic Bailey Ford Lincoln. Outside of advisory work, Ariel serves on the boards of The Shepherd's Center of Spartanburg and the Upstate Senior Network, and participates as an advisory board member for Focal AI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supporting client relationships with tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Robert Solarchik is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, RBC Consulting Group, and National Life Group. Outside of his advisory role, Solarchik is also active as an insurance agent focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.