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.

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.

Frederick Shows Jr. is a financial advisor with Good Life Advisors, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and United Healthcare. He also operates a business entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of programmatic solutions along with educational seminars and planning subscription services.

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 32 years of industry experience. He is currently with CX Institutional, LLC and was previously at V. M. Manning & Co., Inc. for 30 years. 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 using fundamental, quantitative, and technical analysis across various asset classes and supplements its services with third-party technology for 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.

Robert Thompson is a Series 65-licensed advisor with Belpointe Asset Management LLC, based in Easley, SC, with nine years of industry experience. Prior to joining Belpointe in 2018, he worked at Williams Financial Management for two years and has served as president of his own accounting firm since 2004. 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 investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory structures.

Jon Olson is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Resource Investment Architects, Inc. and Investment Architects, Inc. Outside of his advisory role, Olson serves as a wrestling official at the high school and college levels and is president of an insurance sales business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a variety of advisory solutions, including discretionary portfolio management supported by an internal portfolio team, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Lindsay May is a financial advisor at Gradient Securities, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Keowee Financial Group, The Strategic Financial Alliance, Inc., EkoMovers, and Fit4Kidz. Outside of advisory services, she is a licensed agent offering fixed insurance products through various insurance companies. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm delivers advice primarily on a non-discretionary basis and routinely utilizes third-party managers while also functioning as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Jason Weckel is a financial advisor at AlphaStar Capital Management with 15 years of industry experience. He holds a Series 65 credential and has previously worked at firms including AE Wealth Management, Lord and Richards, and Brookstone Wealth Advisors. Outside of his advisory role, he is a partner and advisor at Ironwood Financial Group, where he manages life insurance and fixed annuity products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients through discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches and utilizes third-party portfolio construction technology to serve over 8,400 client relationships.

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.

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 Certified Financial Planner® with 24 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Director of Investment Strategy at Provista Wealth Advisors and is involved in a health insurance analysis service with Caribou. 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, supporting individual and institutional clients with both discretionary and non-discretionary account management.

Jeremy Weaver is a PFS™ credentialed advisor at Eversource Wealth Advisors, LLC with four years of industry experience. He previously worked at Blue Trust for seven years and Planfirst for five years before joining Eversource Wealth Advisors in 2026. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services. The firm supports a national network of advisors with multiple investment programs and also acts as a manager of private pooled investments and a provider of private markets access.

Alexander Schaefer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with Berthel Fisher since 2008 and also has a decade of experience with BFC Planning, Inc. In addition to his advisory work, Schaefer is involved in investment advice partnerships and serves as a president of a personal LLC. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers tailored investment management and planning through multiple platforms and delivery models, including discretionary and non-discretionary management and third-party arrangements.

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.

Kimberly Smith is a financial advisor at Cary Street Partners with four years of industry experience. She holds the Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving diverse client niches including state and municipal government entities and insurance companies.

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.