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 has previously worked at Truist Investment Services and BB&T. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, offering portfolio management, financial planning, and access to proprietary investment strategies supported by sub-advisers and AI tools.

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® with 21 years of experience in the financial services industry. He is currently with Cary Street Partners, where he has worked since 2023. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of advising, he is a co-owner of two LLCs that manage residential rental properties in Greenville, SC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and integrated solutions supported by both third-party managers and proprietary strategies.

John Coble is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Ameriprise, Aurora Securities, and Investment Professionals, Inc. Outside of advising, he is the owner of Coble Wealth Management, LLC, which provides financial services including fixed insurance. The Fiduciary Alliance offers discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of representatives, employing a variety of investment approaches and distinctive compensation arrangements.

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.

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.

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 at Truist Advisory Services with four years of industry experience. He holds the Series 65 and Series 63 licenses. His prior work includes positions at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of advising, he owns The Wireless Woman, a small retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and a research team that incorporates AI-enabled tools.

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 with FIFTH THIRD SECURITIES, Inc. in Greenville, SC, holding Series 65 and Series 63 licenses and having five years of industry experience. His prior work includes roles at Fifth Third Bank, Usha, TIAA, FedEx, and United Community Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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 66 and Series 63 designations. Her prior experience includes roles at LPL Financial LLC, Sunamerica, and Crowell, Weedon & Co. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.