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.

Lawrence Hart is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2018, following three years at Williams Financial Management. Outside of his advisory role, he serves as chairman of the board of trustees at Reidville Road Church in Moore, SC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

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.

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.

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.

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.