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.

Wesley Palmer is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Madison Avenue Securities since 2017 and previously at Capital Investment Group, Inc. from 2015 to 2017. Outside of his advisory role, Palmer is involved in fitness coaching and workout design through Virtual Gym, LLC and Team Kattouf Affiliate. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and financial planning services across multiple account platforms, employing various analytical and allocation strategies.

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.

Bryce Veazey is an advisor at Madison Avenue Securities, LLC with a Series 65 credential and no prior industry experience. He previously held roles outside the financial sector, including work at Royal Alaskan Movers and SSS Offroad. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisors, offering portfolio management through a variety of models and investment vehicles.

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.

Nelson Arrington III is a CFA® charterholder with 33 years of industry experience. He currently serves as an advisor at CX Institutional, LLC, where he has worked since 2026. Prior to that, he dedicated 30 years to V. M. Manning & Co., Inc. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, integrating fundamental, quantitative, and technical analysis across various asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.

Jeffery Bryson is a Series 66-credentialed advisor at Capital Investment Advisory Services, LLC with 12 years of industry experience. He has been with Capital Investment Group, Inc. since 2013 and is also an accounting faculty member at Bob Jones University. Bryson holds a CPA license in South Carolina and is active as an insurance agent for life, accident, health, and disability coverage. 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, with ongoing monitoring and risk disclosures as part of its process.

William Hines is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at OneAscent since 2017, following a year at Fiduciary Alliance, LLC. Outside of advising, he is a minority member of two family holding companies involved in commercial real estate investing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions. The firm employs individualized asset-allocation strategies and utilizes various model-based platforms and overlay managers.

Thomas Kemp is a CFA® charterholder with 12 years of industry experience, currently serving at Ally Invest Advisors. His prior roles include positions at Medforce Insurance & Financial Services, Commonwealth Financial Network, CF Parks & Co, and First Horizon Advisors. Outside of his advisory work, he acts as treasurer for Simply Blair, a content creation venture associated with his wife’s beauty vlogging activities. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios across five risk tiers and utilizing a third-party turnkey asset management platform.

Shari Bevan is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Creativeone Wealth, LLC. She has operated Change Path LLC since 2017 and maintains a law practice focused on estate and tax planning. Creativeone Wealth, LLC serves individual, corporate, charitable, and RIA clients through fee-based asset management, financial planning, and retirement consulting, utilizing a platform that combines proprietary ETF models, third-party managers, and option strategies.

Susan Harvell is a financial advisor at The Fiduciary Alliance with seven years of industry experience. She previously worked at Foster Victor Wealth Advisors for four years before joining The Fiduciary Alliance in 2020. She holds Series 63 and Series 65 credentials. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management alongside estate-planning and risk-management support.

Wesley Oglesby is a CFP® professional with 24 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and has previously held roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Oglesby is also the director of investment strategy at Provista Wealth Advisors. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.

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.

Joseph Kuckel is a financial advisor with OneAscent Financial Services LLC in Greenville, SC. He holds a Series 65 designation and has been with OneAscent since 2024. Prior to his advisory role, he worked at Monster Ballroom and Cracker Barrel and has experience in education at the middle and high school levels. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based platforms and overlay 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.

Seth Smith is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap programs using Pershing as custodian.

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.