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.

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.

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.

Joseph Carter is a Series 65 credentialed advisor with two years of industry experience. He is currently with Sequent Planning, LLC and has prior experience at IAMS Wealth Management and Palmetto Senior Benefits. He also owns and operates J. Carter & Associates, providing life insurance, health insurance, annuities, and property and casualty services. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of nearly 100 investment adviser representatives using a structured risk framework and diversified manager exposures.

Daniel Lancaster is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as a Notary Public in Spartanburg, providing notary services on a voluntary basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

William White is a financial advisor with Guardian Life, holding a Series 66 license and one year of industry experience. He has worked at several firms including Raymond James Financial Services Advisors, Inc., and Park Avenue Securities. Outside of his advisory role, he is involved with Hucks Financial Services, LLC in a non-investment capacity. William is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment advisory programs using in-house and third-party models.

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.

Jeffrey Stone Jr. is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has worked previously at LPL Financial and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, employing both in-house and third-party manager strategies supported by technology and centralized due diligence.

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.

Seth Von Kuhn is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Lima One Capital, Northwestern Mutual Investment Services LLC, and John White. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Michael Crump is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, having previously worked at Truist and BB&T in various advisory and investment services capacities. Outside his advisory work, he serves as a Senior Master Sergeant in the U.S. Air Force with the 560th RED HORSE Squadron, which performs heavy construction in austere and hostile locations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and various managed solutions, including services tailored to large institutional investors such as sovereign wealth funds.

Donna Rasile is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Her prior experience includes roles at FinTrust Capital Advisors, LLC and Greerwalker Wealth Management LLC. She volunteers as a member of Greenville Women’s Giving. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Megan Briscoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. Her prior roles include positions at J Biance Wealth Management, J Biance Financial, Purpose Equity, D'Alberto Graham & Grimsley, and the Neumann Law Firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients through a standardized platform approach.