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, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Alloy Investment Management, Oak Harvest Investment Services, AE Wealth Management, Gregory Ricks & Associates, and Ameriprise Financial Services. Kelley also serves as a Maritime Enforcement Specialist in the U.S. Coast Guard Reserves. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

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.

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.

Paul Baily is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Palmetto Private Wealth, LPL Financial, and Edward Jones. Outside of his advisory role, he is a licensed insurance professional. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers various portfolio management and consulting services, utilizing a range of securities and third-party managers, and supports flexible engagement models tailored to client needs.

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.

Timothy Calvert is an investment advisor representative at First Citizens Asset Management, Inc. with 26 years of industry experience. He has worked with First Citizens Asset Management since 2006 and 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 and employs global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.

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 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.