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.

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.

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

Niles Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Altamont Advisors since 2014 and also serves as president and independent licensed insurance agent at Marco Insurance Group, where he offers insurance sales and services. Altamont Advisors LLC is a small advisory firm serving individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm utilizes a blend of active, core-plus-satellite, and passive investment strategies focused on asset allocation and diversification, and it also offers educational workshops and limited insurance products through the principal’s licensed agency.

Graham Morris is a financial advisor at Fiduciary Organization, LLC in Greenville, SC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at OneAscent Financial Services, LLC and Woodmark Wealth Management, LLC. In addition to his advisory work, Morris is a Business Analyst at Mitsubishi Chemical Group, where he oversees financial reporting. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management and both ongoing and project-based financial planning, typically implementing client-specific policies on a discretionary basis using a mix of passive and active strategies.

Jon Rogers is a financial advisor with Rogers Financial Advisory Group, LLC in Greenville, SC, holding a Series 63 designation and over 54 years of industry experience. He has been with Rogers Financial Advisory Group since 2004 and has worked with related firms since 1989. Outside of his advisory role, he is involved in teaching, consulting, and volunteer work through Rogers Financial Group, LLC, and owns a life and long-term care insurance business. Rogers Financial Advisory Group serves individuals, corporations, and other business entities with portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, using risk-tolerance assessments and asset allocation tools to create individualized portfolios.

David Jackson is a CFP® with six years of industry experience, currently serving as an advisor at Colarion. He has previously worked at Allen C. Ewing & Co. and is a partner at jhh wealth, LLC. Jackson also has experience in political and public service roles, including work with the US House of Representatives and a Senate campaign. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis and offers investment strategies that include equity, options, short sales, and hedging.

Joshua Peek is a CFP® professional with experience in tax and financial services spanning several years, currently serving at Insight Tax & Finance LLC since 2024. His prior roles include positions at Peek Armor Tax Inc and Vanguard Accounting Inc. Insight Tax & Finance LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, and other business entities. The firm integrates investment advisory with in-house tax, accounting, and payroll services, using model portfolios and a mix of strategic and tactical asset allocation with an emphasis on tax efficiency.

Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.

Alexis Gonzalez is a financial advisor at Hayes Wealth Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Hayes Wealth Advisors, Alexis worked at Regional Management Corp. and Resurgent Capital Services, and has a background that includes four years at Bob Jones University. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, as well as retirement plans and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a focus on predominantly passive, long-term investment strategies supplemented by tactical adjustments.

Joshua Glenn is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Fiduciary Organization, LLC since 2026, following roles at Edward Jones, Stifel, Nicolaus & Company, Incorporated, and George Beam State Farm. Outside of advisory work, Glenn is involved with Fishhawk Capital, an apartment and condominium business in Clemson, SC. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers investment management and financial planning using a combination of passive and active strategies, asset allocation, and both fundamental and technical analysis, often implementing client-specific plans on a discretionary basis.

Jon Gauthier is a CFP® professional with 18 years of industry experience, currently serving at Colarion LLC since 2023. His prior roles include positions at jhh wealth, LLC, Allen C. Ewing & Co., and Ameriprise Financial. He is the author of a book on faith titled "Embracing Goodness," published at the request of his pastor for sharing with his parish community. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm’s investment approach combines fundamental and technical analysis with discretion, typically emphasizing equity and options strategies.

Michelle Emmons is a financial advisor at Southeast Financial Advisors in Greenville, SC, with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sfa Financial, LLC, from 2009 to 2023. Emmons has been with Southeast Financial Advisors since 2005. Southeast Financial Advisors is a small, state-registered investment adviser managing approximately $113 million for about 322 clients, including individuals, pensions, trusts, estates, charities, and businesses. The firm offers investment management, personalized financial planning, tax preparation, and accounting services, focusing on non-high-net-worth clients with a tailored, often discretionary investment approach.

Joseph Grim is a CFP® and ChFC® with 15 years of experience in financial planning and asset management. He has worked at Advanced Planning, Inc. since 2009 and also has experience with Cetera Wealth Services, LLC and Summit Brokerage Services. Advanced Planning, Inc. advises individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants, managing approximately $42.7 million in client assets. The firm offers customized portfolio management, 401(k) participant advising, and both modular and comprehensive financial consulting services.

Harrison O Brien is a financial advisor at Norris Financial Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and TD Bank in various capacities. Norris Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as participant and employer retirement plans. The firm uses risk modeling and routine rebalancing to manage portfolios and offers a bundled wrap fee platform integrated with its advisory and retirement-plan services.