Oleg Katrikh is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 20 years. In addition to his advisory role, Katrikh is president of an insurance agency and serves as executive director of operations for a retirement benefits consulting firm. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers access to model portfolios and third-party managers through an affiliated turnkey asset management platform.

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 Series 65-licensed financial advisor with Gradient Advisors, LLC, based in Greenville, SC, and has two years of industry experience. He has also been involved with Palmetto Senior Benefits since 2013. Balkus owns and operates Balkus Wealth Management and Balkus Insurance Services Inc., focusing on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and various investment methods.

Jonathan Brown is a CFP® with 21 years of experience in financial advising. He is currently with Cornerstone Wealth Group, LLC, where he has worked since 2018, and previously held roles at Mutual Securities, Inc., Cornerstone Financial Advisors, LLC, LPL Financial, and Securities America Advisors, Inc. Outside of his advisory role, he serves as treasurer for Generations Group Home, a nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments.

William Coughlin is a financial advisor at Fortis Capital Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His background also includes teaching positions at Yandeok Middle School, Handong University, and Wheaton College. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, retirement plan consulting, and employs a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

Jonathan Polson is a financial advisor at Silver Oak Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Southern Trust Wealth Management and Morgan Stanley. Outside of his advisory role, he is also employed in outside sales at Waste Management and provides life insurance and fixed annuity options through Southern Trust Wealth Management. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach 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 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously spent 16 years at Secure Financial Solutions, Inc., where she was owner and Investment Advisor Representative. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary approach supported by detailed risk analysis and multiple portfolio evaluation methods.

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, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at multiple firms including Advanced Advisor Group, LLC, Thrivent Financial, and U.S. Bancorp Advisors, LLC. Liebzeit also has experience with charitable organizations and churches. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process for recommending model portfolios, supplements advisor judgment with technology and internal reviews, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Helena Benedetto Erman is a financial advisor at Jacobi Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at NorthStar Financial & Retirement Planning and Koch Insurance Brokers. In addition to her advisory role, she is involved in fixed insurance sales, including life, fixed annuities, and long-term care products. Jacobi Capital Management serves individual, institutional, and retirement plan clients by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary investment process combining fundamental analysis with a multidisciplinary framework, providing personalized investment strategies and access to algorithm-driven model portfolios under adviser oversight.

Maximilian Clifford is a financial advisor at The Wealth Consulting Group with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at North Star Resource Group, Minnesota Life Insurance Company, and CRI Securities, LLC. He is based in Greer, SC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and offers additional services such as fiduciary plan sponsor support and integration with legal-service pathways.

Eric Craven is an associate advisor at AlphaStar Capital Management with six years of industry experience. He holds Series 63 and 66 licenses and previously worked at Bank of America, Merrill, and Brookstone Wealth Advisors. Outside of his advisory role, he is involved with Ironwood Financial Group, focusing on insurance services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and offers both model and custom portfolio strategies.

Devery Cagle is a CFP® with 28 years of industry experience, currently serving at Belpointe Asset Management LLC. He has held prior roles at Metric Financial, LLC, D.H. Hill Securities, LLLP, and Kestra Advisory Services, LLC. Cagle is the owner of ASE Financial Advisory Group and is involved as a general partner in cryptocurrency private funds. He co-authored a book titled *Empathy and Understanding in Business*. 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 discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and various advisory relationships.

Emil Brost Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at AE Wealth Management and Advisors Excel. Brost is also the host of a radio show called Common Sense Retirement Planning. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Thomas Plemmons is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Upstate Wealth Management since 2016 and serves as Vice President of Financial Services at Owens Insurance. Plemmons is also a board member of the Greater Inman Chamber of Commerce. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Jerome Long III is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is the founder and president of Loyal Trust Private Wealth, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Luke Le Gros is a financial advisor at Belpointe Asset Management LLC with a Series 65 designation and experience spanning several roles including positions at ASE Private Wealth and service in the United States Marine Corps Reserve. His background also includes work with Fluent Cannabis Care and involvement with Hope Greenhouses & The Hemp Mine. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and advisory relationships to serve a diverse client base.