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 financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at First Citizens Asset Management, First Citizens Investor Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Additionally, he serves as a trustee for his parent. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary and third-party investment strategies.

Lori Talley Kelley is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and has worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Since 2022, she has served on the board of the Oconee County Special Needs and Disabilities Foundation. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and provide tailored investment solutions.

Stephen Tompkins is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience, including previous roles at Wells Fargo Clearing and A.G. Edwards & Sons. Tompkins is based in Clemson, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives using various portfolio management strategies and technology platforms.

Lance Durbin is a financial advisor with &Partners, holding a Series 66 designation and four years of industry experience. Prior to joining &Partners in 2024, he worked at Edward Jones from 2022 to 2024. Outside of his advisory role, he owns and oversees operations for an online retail business selling products on Amazon. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides services through both discretionary and non-discretionary accounts.

Sarah Kelley is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with Carson Wealth. She previously worked at Crescent Financial Advisors from 2020 to 2026. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a committee-driven investment approach and access to specialized solutions including Orion Custom Indexing and alternative investments.

Jan Fredman is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at UBS Financial Services and Crescent Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

Matthew Murphy is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include seven years at SunTrust Advisory Services and six years at Cetera Investment Services. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a focus on comprehensive financial planning and portfolio management using fundamental, quantitative, and technical analysis.

Samantha Fraelich Rohe is a CFP® and holds a Series 66 license with 24 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Kestra Investment Services, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary services, leveraging multiple investment strategies and technology platforms.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. He also operates Frierson Capital Management, providing client support and advisory services. Additionally, he is an independent insurance agent selling life insurance and fixed annuities and owns an LLC that manages bookkeeping and tax matters related to his advisory compensation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform integrations to serve its clients.

Jesse Wright III is a CFP® professional with 43 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2014. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Cynthia Thackham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she serves as Treasurer for the Episcopal Church Women's group, which organizes annual fundraising activities for outreach ministries. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Jeffrey Nesseth is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2011 and held positions at several firms in 2011, including CL Wealth Management LLC, Girard Securities, Inc., and QA3 Financial LLC. Outside of his advisory role, he serves on the boards of US Preventive Medicine and Collins Children Home, and is involved in business consulting, health insurance sales, and food service marketing. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, using both firm and third-party models combined with strategic asset allocation and ongoing manager due diligence.

Randall Hallier is a CFP® professional with 29 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. Outside of his advisory role, he is the president and owner of Financial Workshops, LLC, where he develops and delivers retirement-related instructional content. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Shelley Holbrooks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.

Justin Sweet is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and six years of industry experience. He has been with TIAA-CREF since 2020. Prior to his current role, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers customized portfolio management and acts as adviser to donor-advised funds, operating within a vertically integrated group that discloses potential conflicts and applies a fiduciary standard to its RIA services.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.