Sean Baker is a financial advisor at Strategic Blueprint, LLC with two years of industry experience. He holds the Series 66 designation. Prior to his current role, he spent eight years at The Tiger Sports Shop and ten years with The Strategic Financial Alliance, Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, family office services, and a subscription advisory program, emphasizing customized, goal-based strategies and client education.

David Hoffman Jr. is a Series 65-licensed financial advisor with Belpointe Asset Management LLC, based in Greenville, SC, and has three years of industry experience. His prior roles include positions at ASE Financial Advisory Group, Coinbase, Inc., and African Christian University. Outside of advising, he co-owns a home services and landscaping business, G610 Enterprises, LLC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and consulting. The firm employs customized portfolio strategies ranging from passive to tactical approaches and supports a wide range of affiliated businesses and product sponsorships alongside its advisory services.

Mark Dorsett is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked at ASE Private Wealth, Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. 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 customized discretionary investment management, financial planning, and retirement-plan consulting, often integrating third-party and affiliated funds into client portfolios.

John Lady is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at DFPG Investments, Inc. and Providence Wealth Advisors. Outside of advisory work, he serves as president of his own S Corporation for tax purposes. Diversify Advisory Services is a multi-team SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification approach with individualized asset allocation, offering a variety of investment models and strategies along with flexible fee structures and comprehensive financial planning and consulting services.

Steven Liebzeit is a financial advisor with EFS Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at multiple firms including Advanced Advisor Group, LLC, Thrivent Financial, and U.S. Bancorp Advisors, LLC. Liebzeit also has experience with charitable organizations and churches. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process for recommending model portfolios, supplements advisor judgment with technology and internal reviews, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Eric Craven is an associate advisor at AlphaStar Capital Management with six years of industry experience. He holds Series 63 and 66 licenses and previously worked at Bank of America, Merrill, and Brookstone Wealth Advisors. Outside of his advisory role, he is involved with Ironwood Financial Group, focusing on insurance services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and offers both model and custom portfolio strategies.

Devery Cagle is a CFP® with 28 years of industry experience, currently serving at Belpointe Asset Management LLC. He has held prior roles at Metric Financial, LLC, D.H. Hill Securities, LLLP, and Kestra Advisory Services, LLC. Cagle is the owner of ASE Financial Advisory Group and is involved as a general partner in cryptocurrency private funds. He co-authored a book titled *Empathy and Understanding in Business*. 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 and various advisory relationships.

Jerome Long III is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is the founder and president of Loyal Trust Private Wealth, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Tammy Sartain is a financial advisor at Strategic Blueprint, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at The Baker Financial Group, LLC and The Sartain Company CPAs, LLC. Outside of her advisory role, she serves as incorporator and treasurer on the board of a nonprofit memorial foundation and volunteers as commodore for her community HOA, managing the neighborhood dock. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various portfolio management and financial planning services, including a unique Subscription Advisory Services program and an emphasis on client education.

Luke Le Gros is a financial advisor at Belpointe Asset Management LLC with a Series 65 designation and experience spanning several roles including positions at ASE Private Wealth and service in the United States Marine Corps Reserve. His background also includes work with Fluent Cannabis Care and involvement with Hope Greenhouses & The Hemp Mine. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and advisory relationships to serve a diverse client base.

Albert Berg is a financial advisor with Fortis Capital Advisors, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He is a founder and managing partner of Horizon Private Wealth, a division of Fortis Capital Advisors, where he serves as a senior advisor. Berg has held positions at several firms including Belpointe Asset Management and Kestra Investment Services. He also serves as a family trustee and is involved in business consulting focused on exit planning. 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 and financial planning, utilizing a range of investment styles and third-party sub-advisors, and supports clients with additional services including tax preparation and insurance through affiliated entities.

Homer Farr III is a financial advisor at Silver Oak Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Lincoln Financial Securities Corporation and SunTrust Advisory Services. In addition to his role at Silver Oak, he is involved with Carolinas Wealth Management as a financial advisor. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives and risk tolerances, combining both discretionary investment management and operational features like automatic investment processes.

Robert Gardner Jr. is a financial advisor with IP Financial Advisory Services LLC in Greenville, SC. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include long tenures at Wsg Advisors and Wsg Partners, LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolio construction, discretionary management, and access to third-party managers, emphasizing analytical approaches and services tailored to non-high-net-worth investors and retirement plan participants.

John Dickey is a financial advisor at Vanderbilt Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc. and WealthWave. Outside of advising, he is involved with Netlaw Inc, a technology company focused on estate planning software. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

David Stahl is a CFP®, CFA®, and Series 65 certified financial advisor with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and frequently utilizes third-party separate account managers and alternative investments.

Christopher Barton is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JEHM Wealth & Retirement, Brookstone Capital Management, and MassMutual. In addition to his advisory role, he is engaged in individual life, health, and group insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

William Holt Jr. is a financial advisor at Silver Oak Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and CWMG. Holt is also involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities serves individuals, retirement plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm offers discretionary investment management tailored to client objectives, utilizing various advisory programs and a technologically supported investment process.

Brian Baker is a financial advisor at Strategic Blueprint, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked concurrently at The Baker Financial Group and The Strategic Financial Alliance, Inc. Baker serves as an officer and volunteer at Fort Hill Presbyterian Church and is a partner in a commercial property management business. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, providing both discretionary and non-discretionary management along with financial planning and educational programs across a network of independent advisory representatives.

Micah Usry is a financial advisor at Altitude Capital Management LLC based in Greenville, SC. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Altitude Capital Management in 2026, he worked at Whitney and Associates and The Leazer Group Life Insurance, as well as had roles at Bridgeway Church and Legacy Church. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing a variety of approaches including asset allocation and technical analysis, and manages $103.6 million in discretionary assets.

Michael Giordano is a CFP® certificant with 12 years of industry experience, currently with Advisory Services Network since 2021. He previously worked at Wells Fargo Advisors from 2016 to 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation and various securities, and serves a large platform with over two hundred advisers and more than $10 billion in discretionary assets.