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 certified financial advisor with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and frequently utilizes third-party separate account managers and alternative investments.

Christopher Barton is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JEHM Wealth & Retirement, Brookstone Capital Management, and MassMutual. In addition to his advisory role, he is engaged in individual life, health, and group insurance sales. 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, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

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 at Silver Oak Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and CWMG. Holt is also involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities serves individuals, retirement plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm offers discretionary investment management tailored to client objectives, utilizing various advisory programs and a technologically supported investment process.

Micah Usry is a financial advisor at Altitude Capital Management LLC based in Greenville, SC. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Altitude Capital Management in 2026, he worked at Whitney and Associates and The Leazer Group Life Insurance, as well as had roles at Bridgeway Church and Legacy Church. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing a variety of approaches including asset allocation and technical analysis, and manages $103.6 million in discretionary assets.

Bryce Veazey is an advisor at Madison Avenue Securities, LLC with a Series 65 credential and no prior industry experience. He previously held roles outside the financial sector, including work at Royal Alaskan Movers and SSS Offroad. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisors, offering portfolio management through a variety of models and investment vehicles.

Michael Giordano is a CFP® certificant with 12 years of industry experience, currently with Advisory Services Network since 2021. He previously worked at Wells Fargo Advisors from 2016 to 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation and various securities, and serves a large platform with over two hundred advisers and more than $10 billion in discretionary assets.

Nelson Arrington III is a CFA® charterholder with 33 years of industry experience. He currently serves as an advisor at CX Institutional, LLC, where he has worked since 2026. Prior to that, he dedicated 30 years to V. M. Manning & Co., Inc. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, integrating fundamental, quantitative, and technical analysis across various asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.

Jeffery Bryson is a Series 66-credentialed advisor at Capital Investment Advisory Services, LLC with 12 years of industry experience. He has been with Capital Investment Group, Inc. since 2013 and is also an accounting faculty member at Bob Jones University. Bryson holds a CPA license in South Carolina and is active as an insurance agent for life, accident, health, and disability coverage. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures as part of its process.

Robert Thompson is a Series 65-licensed advisor with Belpointe Asset Management LLC, based in Easley, SC, with nine years of industry experience. Prior to joining Belpointe in 2018, he worked at Williams Financial Management for two years and has served as president of his own accounting firm since 2004. 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 investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory structures.

Jon Olson is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Resource Investment Architects, Inc. and Investment Architects, Inc. Outside of his advisory role, Olson serves as a wrestling official at the high school and college levels and is president of an insurance sales business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a variety of advisory solutions, including discretionary portfolio management supported by an internal portfolio team, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Jason Weckel is a financial advisor with AlphaStar Capital Management holding a Series 65 credential and 15 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, AE Wealth Management, and Lord and Richards. He is also a partner and advisor at Ironwood Financial Group, where he is involved in analyzing and managing life insurance and fixed annuity products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services, operating with approximately 135 advisors and managing around $2.5 billion in assets.

William Hines is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at OneAscent since 2017, following a year at Fiduciary Alliance, LLC. Outside of advising, he is a minority member of two family holding companies involved in commercial real estate investing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions. The firm employs individualized asset-allocation strategies and utilizes various model-based platforms and overlay managers.

Thomas Kemp is a CFA® charterholder with 12 years of industry experience, currently serving at Ally Invest Advisors. His prior roles include positions at Medforce Insurance & Financial Services, Commonwealth Financial Network, CF Parks & Co, and First Horizon Advisors. Outside of his advisory work, he acts as treasurer for Simply Blair, a content creation venture associated with his wife’s beauty vlogging activities. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios across five risk tiers and utilizing a third-party turnkey asset management platform.

Welton Smith Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has been with Capital Investment Advisory Services since 2009 and has worked with Capital Investment Group, Inc. since 2004. Smith serves on the board of Civitan International, a charitable organization involved in allocating charitable gifts and reviewing investment policies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Shari Bevan is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Creativeone Wealth, LLC. She has operated Change Path LLC since 2017 and maintains a law practice focused on estate and tax planning. Creativeone Wealth, LLC serves individual, corporate, charitable, and RIA clients through fee-based asset management, financial planning, and retirement consulting, utilizing a platform that combines proprietary ETF models, third-party managers, and option strategies.

Susan Harvell is a financial advisor at The Fiduciary Alliance with seven years of industry experience. She previously worked at Foster Victor Wealth Advisors for four years before joining The Fiduciary Alliance in 2020. She holds Series 63 and Series 65 credentials. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management alongside estate-planning and risk-management support.

Wesley Oglesby is a CFP® professional with 24 years of experience in the financial services industry. He currently works with Kestra Private Wealth Services, LLC and has previously held roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Oglesby is also the director of investment strategy at Provista Wealth Advisors. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services while overseeing advisor recommendations within an approved product menu.