Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Kelly Eldridge is a financial advisor at Professional Planning & Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Triad Advisors, and OSAIC. Professional Planning & Wealth is an SEC-registered investment adviser that serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm provides discretionary investment management and financial planning services using a blend of fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Jennifer Belshe is a financial advisor at Novus Advisors with 16 years of industry experience. She holds a Series 66 designation and has held roles at Lafayette Advisors, Novus Wealth Management, Novus Advisors, and Trustmont Advisory Group. Outside of advising, she serves as a principal in Doc On Call, a telehealth services business. Novus Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and active management with equities, fixed income, mutual funds, and ETFs to tailor asset allocation and provides ERISA-related consulting and fiduciary services.

Christopher Connelly is a financial advisor with Novus Advisors, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.

Brian Smith is a financial advisor with Southeast Financial Advisors in Greenville, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Southeast Financial Advisors since 1998 and previously spent 14 years with Sfa Financial, LLC. Smith serves as president and owner of Southeast Financial Advisers. Southeast Financial Advisors provides personalized financial planning, tax preparation, accounting, and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $119 million for around 308 clients, employing a strategic asset allocation approach combined with various analytical methods and active management.

Andrew Bencivenga is a CFP® with five years of industry experience, currently affiliated with Brindle & Bay Financial Advisors, LLC. His prior experience includes work with Magni Publicani, LLC and Bona Fide Finance. Outside of investment advising, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on customized strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supported by third-party model design, retaining discretion over implementation and account management.

Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.

Jesse Hansford is a CFP® with 17 years of industry experience, currently serving as managing director at Professional Planning & Wealth. His prior experience includes roles at Osaic Advisory Services, Triad Advisors, Travelers Rest Bancshares Inc., Raymond James Financial Services, and Edward Jones. He is treasurer of Loaves & Fishes, a nonprofit organization working to eliminate hunger. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a blended investment approach that incorporates fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation, utilizing model portfolios and third-party money managers when appropriate.

John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

David Hedaya is the principal and sole advisor at Hedaya Financial LLC in Greenville, SC. He holds a Series 65 license and has three years of industry experience, including prior roles at Wilson Financial Group LLC and Epstein|Tabor|Schorr. Hedaya Financial is a registered investment adviser that provides financial planning, consulting, and accounting services to individuals, trusts, estates, and businesses. The firm emphasizes passive, low-cost investment strategies and offers advisory services on an hourly or flat-fee basis without discretionary trading authority or custody of client assets.

Leila Schaefer is a financial advisor with Mosaic Wealth Strategies LLC in Greenville, SC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC from 2016 to 2018 before joining Mosaic Wealth Strategies in 2016. Outside of advising, she is also appointed as an insurance broker for non-registered insurance products. Mosaic Wealth Strategies provides financial planning and advisory services to individuals, including high-net-worth clients, and small businesses. The firm uses a combination of modular and comprehensive planning approaches and offers educational workshops, focusing on diversified mutual fund portfolios and recommending external managers rather than managing assets in-house.

Robert Flink is a CFP® with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior roles include positions at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, and Highland Capital Management. He is based in Greenville, SC. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser that provides retirement wealth management services to retirees, pre-retirees, and other individual and institutional clients. The firm emphasizes strategic asset allocation and fundamental analysis through diversified multi-asset portfolios, integrating retirement and tax planning with portfolio management to meet clients’ specific financial needs.

Christopher Beard is a CFP® professional with over 31 years of experience in financial planning and wealth management. He is currently with Professional Planning & Wealth in Greenville, SC, where he has served as managing director since 2026. His prior experience includes roles at Raymond James Financial, Triad Advisors, and OSAIC. Beard contributes to a finance-focused blog and serves as secretary for the nonprofit Local Boys Do Good. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, businesses, and charitable foundations. The firm combines fundamental, quantitative, and technical analysis with strategic asset allocation and utilizes model portfolios and third-party managers when appropriate.

Andrew Hatherley is a financial advisor with The Retirement Solutions Group, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been involved with his current firm and affiliated entities since 2008 and also works as a divorce analyst through Wise Divorce Solutions, LLC. Outside of advisory roles, he is an insurance agent and provides divorce financial analysis services. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services for individual clients, including both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals, time horizons, and risk tolerance, with regular portfolio reviews and monitoring practices such as automated rebalancing and tax-loss harvesting.

Andrew Hardin is the principal advisor at Hardin Capital Partners, LLC in Greenville, SC, holding the CFP® designation with 23 years of industry experience. He has led Hardin Capital Partners since 2010. Outside of his advisory role, he owns a rental property. Hardin Capital Partners serves individuals, small business owners, trusts, estates, corporations, and charitable organizations by providing financial planning, portfolio management, retirement advice, and project-based consulting. The firm manages approximately $448 million in assets and employs a tailored investment approach using fundamental analysis across mutual funds, ETFs, equities, and fixed-income instruments.

Aaron Naley is a financial advisor at Insight Tax & Finance LLC with a Series 65 credential. He has seven years of experience in financial services, including prior work at Stage 1 Financial from 2017 to 2024. Insight Tax & Finance LLC provides discretionary portfolio management, financial planning, and consulting primarily to individuals, high-net-worth clients, and small business owners. The firm integrates investment advisory services with in-house tax, accounting, and payroll functions, emphasizing tax efficiency and using a combination of strategic and tactical asset allocation in its portfolio construction.

Shane Conway is a financial advisor with Public Safety Financial/Galloway, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Modern Wealth LLC, Galloway Asset Management, Granite, Govgistics, and Concentrix. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual high-net-worth clients, providing discretionary portfolio management through model portfolios and third-party research. The firm focuses on public safety personnel and municipal plans, offering financial education and advisory services tailored to these groups.