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.

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.

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 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.

Jonathan Polson is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 18 years of industry experience. He has worked at Silver Oak Securities since 2015 and is also employed in outside sales at Waste Management since 2017. Additionally, he provides life insurance and fixed annuity options through Southern Trust Wealth Management and offers tax preparation services with Southern Trust Tax Preparation and Planning. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm provides individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis 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.

Rhonda Fisher is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Secure Financial Solutions, Inc. for 16 years, where she was an owner and investment advisor representative. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

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.

Steven Liebzeit is a financial advisor with EFS Advisors who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior work includes roles at Advanced Advisor Group, Thrivent Financial, Farmers Insurance, and Cetera, among others. EFS Advisors provides investment advice and portfolio management to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and uses technology, including proprietary household-aggregation software and AI tools, to support client strategies.

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.