Thomas Cox is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, United Capital (dba Goldman Sachs PFM), and Girard Securities. He also provides insurance advice based on client needs. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, combining a long-term approach with opportunistic trading.

Charles Lundblade is a financial advisor at A.G.P. / Alliance Global Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years. Outside of his advisory role, he is the owner of Lundblade Properties, LLC, a rental property business. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and plan sponsors, offering portfolio management, financial planning, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and engages in active brokerage and product-distribution activities beyond standard advisory services.

Jason Gibson is a financial advisor at Capitol Securities Management, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Capitol Securities, he was with UBS for one year and has educational background including time at Episcopal High School and Durham Academy. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, model portfolios, and third-party money managers.

Joseph Benson is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Lion Street Financial. Benson has experience working in hospitality and restaurant management earlier in his career. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports independent advisors through its technology platform, FinLife Partners.

Sarah Gray is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Center Street Securities, Inc. and Summit Financial Group. Outside of her advisory work, she owns Gray Wealth Management, where she offers insurance products, and participates in the Clemson Area Chamber and a local women's social group. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, and other entities, emphasizing international investing through its EPC Advisors Group division. The firm offers a range of investment strategies and financial products, combining portfolio management with brokerage and capital markets services.

Robert Knobel is a financial advisor with Capitol Securities Management, Inc. in Anderson, South Carolina, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Capitol Securities Management in 2019, he spent 10 years at Stifel Nicolaus & Co Inc. He also operates Knobel Investments as an investment-related business activity. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage, investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, delivering advice via a network of representatives who develop client-specific investment policies.

William Cox is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, he was affiliated with Cox, Klugh & Company and PKS Investments. Cox also worked at Clemson University for nine years. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a long-term investment approach complemented by opportunistic rebalancing and trading.

Anthony Hanley is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Fairfax Global Investment Management LLC and Center Street Securities, Inc. He is also the founder, along with his spouse, of Matthew’s Hope Children’s Ministries, a charitable organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies and offers access to third-party money managers and wrap programs.

Thomas Mcdonald is a financial advisor at United Capital Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. In addition to his advisory role, he manages a commercial office building in Anderson, SC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Sean Baker is a financial advisor with Strategic Blueprint, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at The Tiger Sports Shop for eight years. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with an emphasis on customized, goal-based strategies and client education.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. 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 and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Tammy Sartain is a financial advisor with Strategic Blueprint, LLC and holds a Series 66 designation. She has 11 years of industry experience and has worked with The Baker Financial Group, LLC and The Strategic Financial Alliance, Inc. Sartain also serves as an incorporator and treasurer on the board of a non-profit memorial foundation and volunteers as an officer managing community dock operations for her local homeowners association. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, focusing on customized, goal-based strategies with both discretionary and non-discretionary management options.

Stuart Knobel is a financial advisor with Capitol Securities Management, Inc. in Anderson, SC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 10 years before joining Capitol Securities Management in 2019. Knobel also operates an investment-related business under the name Knobel Investments. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm uses a range of investment strategies and offers access to third-party money managers and model portfolios.

Brian Baker is a financial advisor at Strategic Blueprint, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Strategic Blueprint since 2021. Outside of his advisory work, Baker serves as an officer for Fort Hill Presbyterian Church and volunteers with the South Carolina School Improvement Council. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and a unique subscription advisory program emphasizing client education and access to alternative investments.

Lindsay May is a financial advisor at Gradient Securities, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Keowee Financial Group, The Strategic Financial Alliance, Inc., EkoMovers, and Fit4Kidz. Outside of advisory services, she is a licensed agent offering fixed insurance products through various insurance companies. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm delivers advice primarily on a non-discretionary basis and routinely utilizes third-party managers while also functioning as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Gregory Wales is a financial advisor at Gradient Securities, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Strategic Financial Alliance, Inc. for 10 years. Outside of his advisory role, he is a partner at Keowee Financial Group, where he offers fixed insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, trusts, and business entities. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers alongside its own affiliated entities.

Charles McDaniels is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at McDaniels and Thomas Wealth Management LLC and PRINCIPAL LIFE INSURANCE COMPANY. McDaniels serves on the board of the Hampton Masonic Lodge and is an associate member of the Georgia Funeral Directors Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

James Bross Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Steward Partners, he worked at Equitable Advisors and Axa Advisors, and has a background that includes roles in healthcare and entrepreneurial ventures. He serves on the board of trustees for Southern Wesleyan University and is the owner and CEO of Carolina Care Innovation Group, as well as assisting operations at Clemson University’s Book T. Smith Launchpad. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, and other services to individuals, pension plans, corporations, and nonprofits, offering a range of portfolio management options through both in-house and third-party strategies.

Kevin Brock is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked at First Citizens Asset Management, First Citizens Investor Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. In addition to his advisory role, he serves as a trustee for a parent organization. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight by an Investment Strategy Committee.

Lori Talley Kelley is a financial advisor at CWM, LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Lori serves on the board of the Oconee County Special Needs and Disabilities Foundation. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, emphasizing retirement plan fiduciary processes and comprehensive client reporting.