Dean Livingston Jr. is a financial advisor with SeaCrest Wealth Management, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with SeaCrest Wealth Management since 2009. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates tools such as artificial intelligence to support decision-making.

Joseph Davies is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Stewart Smith Financial. Outside of his advisory role, he is involved in insurance sales through Clearpath Retirement Planning, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers both predefined model portfolios and custom strategies, employing a combination of strategic asset allocation, quantitative analysis, and tactical approaches, and provides a range of portfolio management and consulting services.

Brian Boughner is a CFA® charterholder with 14 years of industry experience. He has been with The Fiduciary Alliance since 2016. Outside of advising, he owns a company that provides training on AI tools for financial advisors and also holds a Federal Firearms License for buying and selling firearms. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other advisers, offering investment management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis, may use third-party managers, and provides discretionary portfolio management alongside estate planning and risk management services.

Michael Wade is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2018 and previously spent seven years at Foresters Equity Services, Inc. Wade also owns and operates Wade Financial, Inc., providing insurance planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm offers both discretionary and non-discretionary account management with routine client reviews and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Robert Allamon is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors, RR Financial Advisors, AE Wealth Management, Lord and Richards, and Brookstone Capital Management. He is also involved as a title agent with E4 Insurance Services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based investment programs with features such as tax overlays and outsourced CIO services.

Zoe Bender is a CFP® professional with five years of industry experience. She is currently with Summit Financial, LLC and has prior experience at Bank of America, Merrill, and other financial firms. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to tailor client portfolios.

Ronald Balkus is a Series 65-licensed financial advisor with Gradient Advisors, LLC, based in Greenville, SC, and has two years of industry experience. He has also been involved with Palmetto Senior Benefits since 2013. Balkus owns and operates Balkus Wealth Management and Balkus Insurance Services Inc., focusing on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and various investment methods.

Jonathan Brown is a CFP® with 21 years of experience in financial advising. He is currently with Cornerstone Wealth Group, LLC, where he has worked since 2018, and previously held roles at Mutual Securities, Inc., Cornerstone Financial Advisors, LLC, LPL Financial, and Securities America Advisors, Inc. Outside of his advisory role, he serves as treasurer for Generations Group Home, a nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments.

William Coughlin is a financial advisor at Fortis Capital Advisors, LLC in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Merrill and Bank of America. Coughlin's earlier background includes teaching and various roles in education. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using discretionary management, advisor-specific styles, and model portfolios that incorporate passive, active, tactical, and ESG-oriented strategies.

Jonathan Polson is a financial advisor at Silver Oak Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Southern Trust Wealth Management and Morgan Stanley. Outside of his advisory role, he is also employed in outside sales at Waste Management and provides life insurance and fixed annuity options through Southern Trust Wealth Management. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Gabriel Lopez is a financial advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and various customer service positions. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other advisers, offering comprehensive financial planning and discretionary portfolio management. The firm utilizes a mix of analytical approaches and third-party managers, and provides ERISA 3(21) nondiscretionary services to plan sponsors.

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.

Helena Benedetto Erman is a financial advisor with Jacobi Capital Management, LLC, holding a Series 65 credential and one year of industry experience. She has worked at Jacobi Capital Management since 2024 and previously at NorthStar Financial & Retirement Planning from 2019 to 2024. Outside of her advisory role, she is also involved in fixed insurance sales, including life, fixed annuities, and long-term care products. Jacobi Capital Management advises individuals, high-net-worth clients, and institutional accounts on a limited discretionary basis, offering financial planning, consulting, and portfolio management. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and utilizes both algorithmic programs and hands-on oversight in portfolio construction.

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.

Emil Brost Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at AE Wealth Management and Advisors Excel. Brost is also the host of a radio show called Common Sense Retirement Planning. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

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.

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.