Danielle Harmon is a CFP® credentialed financial advisor with nine years of industry experience. She is currently with Clark Asset Management, LLC and has previously worked at Blue Trust, Origin Financial, and Boundless Financial Services. Clark Asset Management, LLC provides wealth management and financial planning services to individual and high-net-worth clients, primarily using a passive investment approach focused on index funds and ETFs, alongside comprehensive planning for retirement, taxes, risk management, and estate needs.

Christopher Wright is a financial advisor at Creekmur Asset Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with multiple firms, including Idle Hill Advisors LLC and Financial Gravity Asset Management, Inc. Outside of his advisory role, he is involved with Wright Retirement LLC and Carolina Insurance Express LLC, where he manages renewal annuity and insurance commissions for existing clients. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management and various financial planning services, utilizing model managers and third-party tools to align investments with client risk profiles.

Timothy Few is a Series 65-licensed advisor with Wealth Intelligently Navigated, LLC and has been with the firm since its founding in 2026. Prior to joining Wealth Intelligently Navigated, he worked at Parallel Financial, UBER Technologies, Robert Half International, and Rocky Moo LLC. His industry experience is in its early stages. Wealth Intelligently Navigated is an SEC-registered advisory team serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives, managing over $530 million across approximately 398 accounts.

Andrew Edwards is a financial advisor at Prota Financial in Simpsonville, SC, with three years of industry experience. He holds a Series 65 designation and has prior work experience with Lockheed Martin and the United States Air Force. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Joshua Gallman is a financial advisor at Wealth Intelligently Navigated, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Intelligently Navigated, he was involved with Unclaimed Furniture for seven years and operated as a self-employed individual for eight years. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client objectives and conducts regular account reviews.

Anthony Mahfood is a financial advisor with Wealth Intelligently Navigated, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including a decade at Fiduciary Alliance, LLC, and has been with Wealth Intelligently Navigated since its founding in 2026. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting primarily to individuals and high-net-worth clients. The firm employs a range of investment strategies tailored to client objectives and risk tolerances and manages over $530 million in assets across approximately 398 client accounts.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.

Steven Tolleson is a Series 65 licensed financial advisor with 11 years of industry experience. He currently works at Wealth Intelligently Navigated, LLC and previously spent 10 years at Parallel Financial LLC and one year with the Kansas City Royals. Outside of advising, he is a co-founder of Slam Co., a business involved with investing returns from residential property flips into a young engineering company. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerances and manages over $530 million in assets across seven advisors.

Anna Wolford is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Wealth Intelligently Navigated, LLC and has prior experience at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm customizes investment advice based on client objectives and risk tolerances, using a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies.

Alex Spence is an advisor with Wealth Intelligently Navigated, LLC and holds a Series 65 designation. He has six years of prior work experience at BMW Manufacturing Co., LLC and four years at Bertrandt US Inc. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting. The firm employs a variety of investment approaches and manages over $530 million in assets across approximately 398 client accounts.

Robert Francis is a financial advisor with Wealth Intelligently Navigated, LLC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Goldman Sachs, Deutsche Bank Securities, Inc., and DB USA Core Corporation. He is part of a seven-advisor team at Wealth Intelligently Navigated. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and various trading approaches tailored to client objectives and risk tolerances.

Luke Powers is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He currently works at Visionary Horizons, LLC and previously held roles at Vanbridge, Southwestern Investment Group, Sagespring Wealth Partners, and Raymond James Financial Services. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm constructs model portfolios informed by third-party research and uses equities, fixed income, ETFs, mutual funds, options, and alternatives, while incorporating AI tools in its service delivery.

Eric Steele is a CFP® professional with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2015. He previously worked with Client One Securities, LLC and is involved with other financial services ventures related to life insurance and retirement plan sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning and ongoing asset management through a proprietary advisory platform and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade prior to joining Perigon in 2021. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction aligned with clients’ goals and risk tolerance, and it offers discretionary portfolio management along with oversight of sub-advisors and wrap-fee programs.

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and concurrently manages The Hultquist Firm CPA, P.C., a certified public accounting business he founded in 2003. Outside of advising, he operates Y Knot Farm LLC, which focuses on crop farming. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisors with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm provides customized investment advice using a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and ESG-oriented strategies.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

David Treece is a financial advisor at Creativeone Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Creativeone Wealth since 2023. Previously, he was affiliated with AE Wealth Management and operated TreeceCo Financial. Treece is also president of Clients Excel, an insurance sales business. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment methods including modern portfolio theory and quantitative analysis.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of industry experience. His prior roles include positions at Phillip Allen, Inc. and New York Life Insurance Company. Kuzmic has also been involved with several organizations outside finance, including Bob Jones University and Greenville Outdoor Living. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options, pension consulting, and college-savings assistance. The firm manages approximately $2.0 billion across multiple advisor-managed and third-party platforms.

Margarette Craig is an investment advisor representative with CreativeOne Wealth, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and five years of industry experience. She is also the owner of Legacy Financial Advisors, LLC, where she has provided life insurance, fixed annuities, and securities services since 2004. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and select private investments.