Paul Ellis IV is a financial advisor with The AmeriFlex Group in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes positions at Guardian Life Insurance Company and Park Ave Securities. He also engages in individual insurance activities outside of Guardian Life. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting, delivering customized strategies via various asset allocation models and manager relationships.

Thomas Faircloth is a financial advisor at Silver Oak Securities, Incorporated with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Services Corp since 2010. In addition to his advisory role, he sells life, accident, and health insurance products as well as fixed indexed annuities through Carolinas Wealth Management Group, Inc. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers customized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Sean Nisil is a CFP® professional with 14 years of experience in financial advising, currently with Root Financial Partners since 2025. His prior roles include positions at ASE Private Wealth, Belpointe Asset Management, Origin Financial, Living Well Financial Advisors, and Simplifi, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach with tailored portfolios and offers specialized strategies and educational programs.

Traci Pennell is a financial advisor at First Citizens Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BB&T Corporation for 21 years before joining First Citizens in various roles since 2021. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on discretionary investment management and strategic asset allocation.

Matthew Glass is a financial advisor with Altitude Capital Management LLC in Greenville, SC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Brookstone Wealth Advisors and Glass Financial Group, as well as extensive experience at Asbury Automotive. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and emphasizes maintaining long-term purchasing power through various strategies, managing accounts primarily on a discretionary basis.

John Coble IV is an advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 65 designation. He has one year of industry experience and has previously worked at Coble Wealth Management and Aptive Environmental among other roles. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary and nondiscretionary services, including to ERISA plan sponsors.

Alex Darroudi is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 65 designation. He has industry experience beginning in 2016, including prior roles at Streamline Asset Management and Urich Financial Services. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, financial planning, and access to third-party sub-advisors, implementing investment strategies through a network of independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Michael Allison is a financial advisor at Gradient Securities, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Allison has worked at Gradient Securities since 2019 and previously spent three years at Securities America Advisors. He is also president of The Retirement Company LLC, a firm involved in the sale of fixed insurance products since 2003. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Jeremy Strickler is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Advisory Services Network since 2021 and previously spent six years with Wells Fargo Advisors. He owns Williams Wealth Inc., an investment-related service corporation based in Greenville, SC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisors provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Dean Livingston is a financial advisor at Seacrest Wealth Management, LLC in Greenville, SC, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Seacrest Wealth Management since 2009. Seacrest Wealth Management is a multi-advisor SEC-registered firm offering comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using a combination of fundamental and technical analysis across various asset types and provides specialized services including divorce financial mediation and consulting on variable annuities and employer-sponsored plans.

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.

Brandon Cabaniss is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Advisory Services Network and has previously worked at Wells Fargo Advisors and Calton & Associates, Inc. In addition to his advisory role, Cabaniss is involved with The 3W Project, where he serves as a speaker, educator, and content creator focused on financial wellbeing for women. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and consulting services, managing approximately $8.6 billion in client assets with tailored strategies across various investment types.

Timothy Doozan is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keel Point, LLC since 2016. He is also involved with Keel Point Capital, LLC and owns Clear Financial Concepts, an entity used for business expense management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, retirement plan, and corporate clients. The firm employs a team-based blend of fundamental and quantitative analysis to provide customized portfolio management and consulting services across various asset classes.

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.

Terrell Boone is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at IFG Advisory, LLC and LPL Financial LLC since 2021, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Boone provides investment advisory services through IFG Advisory, an independent registered investment advisor. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and implements portfolios with sub-advisors, third-party models, and managers, while also managing held-away assets to align with clients’ financial goals.

Ronald Balkus is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Palmetto Senior Benefits since 2013. In addition to his role at Gradient Advisors, he owns Balkus Wealth Management and Balkus Insurance Services Inc., both based in South Carolina. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and manages nearly $1 billion in assets, using a non-discretionary investment approach combined with financial planning on fixed-fee or hourly terms.

Jonathan Brown is a CFP® with 21 years of experience in the financial services industry. He has been with Cornerstone Wealth Group since 2018 and previously worked at Mutual Securities, Inc., Cornerstone Financial Advisors, LLC, and LPL Financial. Brown serves as treasurer of Generations Group Home, a nonprofit providing group home services. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management and financial planning through a model portfolio approach and maintains multiple affiliate relationships to enhance its investment and consulting services.

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.