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.

Daniel Zakes is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2017. He also works with Phillip Allen, Inc. in an insurance sales role. Prior to his advisory career, he had a brief engagement with Red Elm Landscaping. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisory platforms, offering both discretionary and non-discretionary portfolio management through various investment vehicles.

Thomas Plemmons is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Upstate Wealth Management since 2016. Outside of his advisory role, he serves as 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, utilizing a proprietary advisory platform and offering access to third-party manager programs.

Jerome Long III is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. In addition to his advisory role, he is the founder and president of Loyal Trust Private Wealth, LLC, a private label financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management, financial planning, and access to third-party manager 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.

Albert Berg is a financial advisor at Fortis Capital Advisors, LLC in Greenville, SC, with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Belpointe Asset Management, Kestra Investment Services, and PNC Investments. Berg is a founder and managing partner of Horizon Private Wealth and is involved in business consulting focused on exit planning. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm combines discretionary management, multiple investment styles, and ESG options to deliver customized advice, managing over $1.6 billion in discretionary assets.

Homer Farr III is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and SunTrust Advisory Services. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, and financial planning, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Michael Finnie is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at LPL Financial, J.W. Cole Advisors, Securities America Advisors, and Usadvisors Wealth Management. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages client assets across multiple programs.

Robert Gardner Jr. is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at IP Financial Advisory Services LLC. His prior experience includes roles at Gradient Advisors, Innovation Partners LLC, and WSG Advisors, where he has also maintained ownership and advisory responsibilities at WSG Partners, LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring for non-high-net-worth individuals and offers access to third-party investment advisors alongside a range of insurance and risk management services.

Blane Bailley is an investment advisor representative with Regal Investment Advisors LLC based in Greenville, SC. He holds the Series 65 designation and has four years of industry experience. Prior to joining Regal, Bailley worked at Benefits in a Card, Cintas, and Southern Valet & Transportation. He also operates Bailley Group Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals and corporate accounts. The firm provides proprietary and third-party model portfolios with discretionary implementation and rebalancing authority.

John Dickey is a financial advisor at Vanderbilt Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc. and WealthWave. Outside of advising, he is involved with Netlaw Inc, a technology company focused on estate planning software. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

David Stahl is a CFP®, CFA®, and Series 65-registered financial advisor with Plante Moran Financial Advisors, where he has worked since 2007 and within the broader Plante & Moran enterprise since 2019. He has 16 years of industry experience. Stahl is also a partner at Plante & Moran PLLC, a role unrelated to investment advisory. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, using a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Christopher Barton is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, LLC, Brookstone Capital Management, and MassMutual. In addition to his advisory work, he is involved in individual and group life and health insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates various analytical tools to align portfolios with client objectives and risk tolerance.

Paul Bailley is a financial advisor with Regal Investment Advisors LLC in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Regal Investment Advisors since 2015 and also operates Bailley Group Wealth Management. Bailley is a licensed insurance agent offering life insurance, disability, fixed, and fixed indexed annuities, and he holds a passive ownership stake in the Maine Nordiques junior hockey team. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of asset classes and uses a discretionary approach implemented through financial advisers.

Wesley Palmer is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Madison Avenue Securities since 2017 and previously at Capital Investment Group, Inc. from 2015 to 2017. Outside of his advisory role, Palmer is involved in fitness coaching and workout design through Virtual Gym, LLC and Team Kattouf Affiliate. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and financial planning services across multiple account platforms, employing various analytical and allocation strategies.

William Holt Jr. is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Financial Securities Corporation and CWMG, and operated Holt Financial Group for 14 years. Outside of advisory work, he is involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers personalized portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets.

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.