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.

Stephen Tompkins is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Tompkins is also involved in business entities for tax and investment purposes outside of his advisory activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combining independent advisory representatives with access to third-party managers, sub-advisors, and technology platforms to provide both discretionary and non-discretionary portfolio management.

Lance Durbin is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and several companies outside the financial sector. He is also the owner of an online retail business that sells products on Amazon. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers investment advisory and brokerage services with a range of portfolio management solutions that incorporate fundamental, technical, and quantitative analysis, as well as alternative and proprietary investment products.

Sarah Kelley is a ChFC®-credentialed advisor with CWM, LLC and has two years of industry experience. Before joining CWM, she worked at Crescent Financial Advisors for four years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach supported by an in-house Investment Committee and various customization tools.

Jan Fredman is a financial advisor at CWM, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has spent much of his career with Crescent Financial Advisors. Outside of his advisory role, he is involved in real estate through ownership of two rental companies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary investment approach that combines fundamental and technical analysis with model portfolios and third-party sub-advisors.

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®-certified financial advisor with 24 years of industry experience. She is currently with Private Advisor Group, LLC and has held concurrent roles at Maryland Financial Group, Inc. and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a wide range of advisory programs and third-party asset managers.

Devyn Bond is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining OSAIC in 2024, Bond worked at Frierson Capital Management and Triad Advisors, among other firms. Outside of advising, Bond owns an LLC providing bookkeeping and tax services related to their compensation and operates as an independent insurance agent selling life insurance and fixed annuities. OSAIC Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and trusts. The firm offers investment management, financial planning, retirement consulting, and other related services delivered through various program models, utilizing both proprietary and third-party platforms.

Jesse Wright III is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., based in Clemson, SC. He has 43 years of industry experience and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company 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.

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 licenses and bringing 35 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he serves on the board of Collins Children Home and US Preventive Medicine, and is involved in several other business activities including business consulting and a food service venture where he acts as head cook and marketing representative. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.

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 at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She has been with Benjamin F. Edwards since 2014 and holds Series 63 and Series 66 credentials. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm employs a range of model strategies, including active and passive equity models, and offers various advisory and consulting services, with ongoing portfolio oversight by an Investment Strategy Committee.

Justin Sweet is a financial advisor with TIAA-CREF in Pendleton, South Carolina, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining TIAA-CREF in 2020, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized strategies overseen by dedicated portfolio managers.

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.