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.

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.

Alexander Schaefer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with Berthel Fisher since 2008 and also has a decade of experience with BFC Planning, Inc. In addition to his advisory work, Schaefer is involved in investment advice partnerships and serves as a president of a personal LLC. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers tailored investment management and planning through multiple platforms and delivery models, including discretionary and non-discretionary management and third-party arrangements.

Joseph Kuckel is a financial advisor with OneAscent Financial Services LLC in Greenville, SC. He holds a Series 65 designation and has been with OneAscent since 2024. Prior to his advisory role, he worked at Monster Ballroom and Cracker Barrel and has experience in education at the middle and high school levels. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based platforms and overlay managers.

Kimberly Smith is a financial advisor at Cary Street Partners with four years of industry experience. She holds the Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving diverse client niches including state and municipal government entities and insurance companies.

Justin Chastain is a CFP®-certified financial advisor with The Fiduciary Alliance, based in Greenville, SC, and has two years of industry experience. His prior roles include positions at Southern Bank, Strategy Corps, and Park Sterling Bank. Outside of advising, he teaches CFP classes to candidates through Dalton Education. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using a mix of fundamental, technical, cyclical, and charting analyses, and operates through multiple divisions and a network of investment advisor representatives.

William Mitchell III is a financial advisor with CX Institutional, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for V.M. Manning for 10 years before joining CX Institutional in 2026. CX Institutional provides portfolio management, financial planning, and retirement plan consulting services to individuals, charitable organizations, business entities, and retirement plan sponsors. The firm uses a multi-strategy asset allocation approach combining fundamental, quantitative, and technical analysis, supplemented by third-party technology for consolidated reporting and tax-efficient asset location.

Eric Morris is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Cary Street Partners since 2023 and previously held roles at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, among others. Outside of his advisory work, he is involved in residential real estate through ownership in two LLCs that purchase and manage rental properties in the Greenville, SC area. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal entities as well as insurance companies.

John Coble is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Wells Fargo Clearing, and Wachovia Securities. He holds Series 63 and Series 65 designations. Outside of advising, he is the owner of Coble Wealth Management, LLC. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a variety of analytical approaches and may use third-party managers while providing discretionary portfolio management and related financial planning support.

Robbin Broome is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Impact Partnership Wealth in 2023, he worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for seven years. Broome is also the president of a nonprofit, The Smart Lifestyle, which teaches fiscal awareness in community settings. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisers. The firm offers model portfolio solutions, direct asset management, financial planning, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Joshua Speese is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes positions at Wells Fargo Bank NA, Wells Fargo Advisors, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Seth Smith is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap programs using Pershing as custodian.

Devian Blocker is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2024, he worked at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of his advisory role, he owns The Wireless Woman, a part-time retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management with third-party platform support and integrates services across affiliated entities.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America from 2010 to 2021 before joining TD in 2021. Outside of his advisory role, he is co-owner of the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third‑party managers.

Chad Finch is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Fifth Third Bank, Usha, TIAA, FedEx, and United Community Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers a variety of investment programs via the Passageway Managed Account Platform, combining mutual fund, ETF, SMA, tax overlay, and direct indexing strategies.

Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.

Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Annie Rice is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Oppenheimer & Co Inc for twelve years before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm uses a combination of affiliated and third-party managers within its portfolio construction and employs a wrap-fee billing approach.

Patricia Hernandez is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 designations. Her previous roles include positions at Sunamerica, LPL Financial LLC, and Crowell, Weedon & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach leverages recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.