David Stahl is a CFP®, CFA®, and holds a Series 65 license 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 serves individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and businesses. The firm offers investment advisory, financial planning, and estate-planning services, utilizing fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to implement both discretionary and non-discretionary portfolios.

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.

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 32 years of industry experience. He is currently with CX Institutional, LLC and was previously at V. M. Manning & Co., Inc. for 30 years. 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 using fundamental, quantitative, and technical analysis across various asset classes and supplements its services with third-party technology for 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.

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 at AlphaStar Capital Management with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management, Lord and Richards, and Brookstone Wealth Advisors. In addition to his advisory role, he is a partner and advisor at Ironwood Financial Group, where he focuses on life insurance and fixed annuity products. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

William Hines is a Series 65 credentialed advisor with nine years of industry experience, currently with OneAscent Financial Services LLC since 2017. He previously worked at Fiduciary Alliance, LLC for one year. Outside of his advisory role, he holds a minority ownership interest in two family holding companies with real estate investments. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, UMA solutions, and consulting, utilizing individualized asset-allocation guidelines and various overlay and automated programs.

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 Certified Financial Planner® with 24 years of industry experience. He is currently with Kestra Private Wealth Services, LLC and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as Director of Investment Strategy at Provista Wealth Advisors and is involved in a health insurance analysis service with Caribou. 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, supporting individual and institutional clients with both discretionary and non-discretionary account management.

Charles Crews Jr. is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Crews Financial Advisors, Arkadios Capital, Wealth Management Advisors, Triad Advisors, and SFA Financial. In addition to his financial advising career, he practices law focusing on estate planning and probate, and serves as a board member for the South Carolina Transplant Foundation. 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 uses a variety of investment strategies including passive, active, and ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Kenneth Millar is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Cabin Securities, Inc. and Peak Realty Advisors LLC, where he remains involved in real estate brokerage. Millar also serves as an Arizona Republican Party Precinct Committeeman. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs a variety of investment strategies, including discretionary asset management, third-party manager due diligence, and model-based approaches through sub-advisors.

Jeremy Weaver is a PFS™ credentialed advisor at Eversource Wealth Advisors, LLC with four years of industry experience. He previously worked at Blue Trust for seven years and Planfirst for five years before joining Eversource Wealth Advisors in 2026. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services. The firm supports a national network of advisors with multiple investment programs and also acts as a manager of private pooled investments and a provider of private markets access.