Polly Stoecklein is a Certified Financial Planner (CFP®) with 43 years of industry experience. She is currently with Pinkerton Wealth Partners and has held roles at firms including LPL Financial and Independent Advisor Alliance. Since 2010, she has served as a trustee of the Greater Manhattan Community Foundations. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients with a range of asset management and fiduciary services. The firm employs a formula-driven investment process that combines active, passive, and tactical strategies through multiple model portfolios and educational programs.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Cetera and LPL Financial. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into wealth management engagements and offers ERISA plan consulting alongside fee-based insurance product services.

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.

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.

Brandon Long is a CFP® with 8 years of industry experience, currently with Kestra Private Wealth Services, LLC. Prior to Kestra, he spent six years at Edward Jones. Outside of his advisory role, he serves as a board member for Connect Powdersville, where he manages logistics for community events. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

Charles Lundblade is a CFP® professional with 19 years of industry experience. He has been with A.G.P. / Alliance Global Partners since 2019, following 12 years at Edward Jones. Outside of his advisory work, he manages Lundblade Properties, LLC. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm uses a multi-team platform emphasizing international investing through the EPC Advisors Group and offers a range of portfolio management and financial planning 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 at A.G.P. / Alliance Global Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Center Street Securities and BB&T Investment Services. Outside of advising, she owns Gray Wealth Management and is involved with the Clemson Area Chamber and the Clemson Women's Group. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including partnerships for estate planning and sub-advisory arrangements.

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.

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 with United Capital Financial Advisors in Anderson, SC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. His career includes positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and other firms. Outside of advising, he manages a commercial office building in Anderson. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate accounts. The firm provides customized portfolio solutions, access to alternative investments, and supports independent advisors through its FinLife Partners platform.

Sean Baker is a financial advisor at Strategic Blueprint, LLC with two years of industry experience. He holds the Series 66 designation. Prior to his current role, he spent eight years at The Tiger Sports Shop and ten years with The Strategic Financial Alliance, Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, family office services, and a subscription advisory program, emphasizing 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 at Strategic Blueprint, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at The Baker Financial Group, LLC and The Sartain Company CPAs, LLC. Outside of her advisory role, she serves as incorporator and treasurer on the board of a nonprofit memorial foundation and volunteers as commodore for her community HOA, managing the neighborhood dock. 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 customized, goal-based strategies through various portfolio management and financial planning services, including a unique Subscription Advisory Services program and an emphasis on client education.

John Dickey is a financial advisor at Vanderbilt Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc. and WealthWave. Outside of advising, he is involved with Netlaw Inc, a technology company focused on estate planning software. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

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 concurrently at The Baker Financial Group and The Strategic Financial Alliance, Inc. Baker serves as an officer and volunteer at Fort Hill Presbyterian Church and is a partner in a commercial property management business. 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 customized, goal-based strategies through asset allocation, portfolio design, and manager selection, providing both discretionary and non-discretionary management along with financial planning and educational programs across a network of independent advisory representatives.

William Flowers is a financial advisor at Integrity Advisory Solutions with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and BB&T Investment Services. He is also licensed as an insurance agent, selling fixed life, annuity, health, disability, property and casualty, and long-term care insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using various asset-allocation strategies and third-party platforms.

Jon Olson is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Resource Investment Architects, Inc. and Investment Architects, Inc. Outside of his advisory role, Olson serves as a wrestling official at the high school and college levels and is president of an insurance sales business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a variety of advisory solutions, including discretionary portfolio management supported by an internal portfolio team, and integrates fundamental, technical, and cyclical analysis in its investment approach.