James Yarbrough Jr. is a financial advisor at Seacrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stonebridge Wealth Management, Ltd and Idle Hill Advisors LLC. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that combines fundamental and technical analysis and incorporates artificial-intelligence tools alongside human review.

Noel Swain is a CFP® certified financial advisor with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Cambridge Investment Research Advisors, Inc. for 10 years. Outside of his advisory role, he operates as an independent insurance agent through ProVest Wealth Advisors. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of analytical approaches and third-party managers to tailor investment strategies.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. 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 range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

Thomas Pitts Jr. is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Bankers Life and Wall Street South Insurance and Wealth Management. He was formerly the owner of a restaurant business that has been dormant for over a decade. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and when suitable, individual securities, while offering a technology-driven platform that supports advisers with model portfolios, third-party manager oversight, and operational services.

Robert Roach is a CFP® with 16 years of industry experience, currently serving as a financial advisor at BFC Planning, Inc. since 2017. He previously worked with Royal Alliance from 2010 to 2017. Outside of advising, Roach serves as Chair of the Programs Committee for the YMCA Caine Halter Board and is involved with the United Way of Greenville County’s Campaign Cabinet. He also acts as an agent for contract negotiations for professional golf players and holds a CFO role overseeing finances for a construction and design company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets and over 11,000 client relationships, offering flexible fee structures and access to multiple investment platforms and sub-advisers.

Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Trek Financial since 2018 and has prior experience at Horter Investment Management. Outside of his advisory role, he is co-owner of Beta-Blue Print, a software business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm employs a mix of strategic and tactical investment approaches, incorporating forward-looking portfolio construction, AI tools, and a diverse range of model strategies and alternative investment options.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with credentials including Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at The Nalls Sherbakoff Group, LLC. In addition to his financial career, Arlen is the owner and primary consultant of Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through several advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.

Susan Campion is a financial advisor with First Citizens Asset Management, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Citizens Asset Management since 2012 and also works with First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, employing global, multi-asset model portfolios across various implementation frameworks with dynamic asset allocation and ongoing monitoring.

Gregory Towner is a financial advisor at The Fiduciary Alliance with 15 years of industry experience. He holds the CFA® designation and Series 63 license and has been with The Fiduciary Alliance since 2016. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in its investment approach and offers discretionary portfolio management alongside estate planning, risk management reviews, and access to third-party insurance resources.

Steven Pharis is a financial advisor at Advisory Services Network with a Series 65 credential and one year of industry experience. His prior roles include positions at Williams Wealth Management and Fifth Third Bank, as well as various functions at Furman University and Florida Gulf Coast University. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing about $8.6 billion in client assets with tailored strategies across a broad range of investment products.

Marcel Kelley is a financial advisor with Foundations Investment Advisors LLC and Alloy Investment Management, holding a Series 66 license and nine years of industry experience. His prior roles include positions at Oak Harvest Investment Services, AE Wealth Management, Gregory Ricks & Associates, and Ameriprise Financial Services. He also serves in the U.S. Coast Guard Reserves as a Maritime Enforcement Specialist. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, utilizing model portfolios, asymmetric rebalancing, and a broad set of investment products across various client types.

Robert Allison is a financial advisor with Gradient Securities, LLC in Greenville, SC, holding a Series 66 credential and 15 years of industry experience. He has previously worked at Securities America Advisors and has been involved with The Retirement Company, LLC since 2010. Outside of advising, Allison has self-published a book and may write additional works. Gradient Securities, LLC 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 approach, combining fundamental, technical, and cyclical analysis, and often utilizes third-party managers, with ongoing performance monitoring and disclosed revenue-sharing arrangements.

Erin Clifford is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and six years of industry experience. She has worked previously at Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of NLP training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and algorithmic guided services.

Andrew Kessler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has previously worked at AW Securities and Allworth Financial, L.P. from 2015 to 2023. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and offers access to proprietary models, alternative investments, and retirement plan consulting.

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.

Gina Rose Salamin is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2022. Prior to entering the financial sector, she worked with Greenville County Schools from 2019 to 2022 and was retired from 2007 to 2019. 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 operates through multiple divisions and a network of investment advisor representatives, employing a mix of fundamental, technical, cyclical, and charting analyses to guide investment advice.

Peyton Hoppes is a financial advisor at The Fiduciary Alliance with seven years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Hughes Investment, and Southern MEP. Outside of his advisory role, he serves as a general board member for the National Wild Turkey Federation and is a 50% owner of L. Well Ventures LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management along with estate and business planning support.

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.