Matthew Smith is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

Richard Biele is a financial advisor at Andrew Garrett, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory work, he is involved with Brack Advisors LLC and Bucks Capital. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing various sub-advisers and program sponsors to implement diverse strategies tailored to client suitability profiles.

Sara Alley is a financial advisor with Trustmont Advisory Group, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Trustmont Advisory Group and its affiliated firm since 2010. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Arthur Klugh is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His work history includes roles at Goldman Sachs PFM, United Capital Financial Advisers, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. He also acts as an independent insurance agent, providing insurance advice in addition to investment services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates with 161 advisors managing approximately $9.9 billion in client assets, employing a long-term investment approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Norman Kirkwood is a financial advisor with First Citizens Investor Services, Inc. in Anderson, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2016 and also serves as an Investment Advisor Representative at First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

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.