Jared Crawford is a CFP® with six years of industry experience, currently serving as an advisor at Rigden Capital Strategies. His career includes roles at Prudential Financial Planning Services, LPL Enterprise, and Atlantic Financial Services. Outside of advisory work, he is involved in several business ventures, including ownership of Crawford Enterprises LLC and part-time work at Greg Norman Australian Grille. Rigden Capital Strategies is a team advisory firm managing approximately $169 million primarily for individuals, high-net-worth clients, trusts, and retirement plans. The firm offers discretionary asset management, ERISA plan services, and financial planning, utilizing a turnkey platform with tax-overlay services and personalized indexing.

Nancy Fellinger is a CFP® and ChFC® with 31 years of experience in the financial services industry. She has been with Sensible Money, LLC since 2018 and previously worked at Coburn & Meredith, Inc for nine years. Sensible Money, LLC is an independent SEC-registered advisory firm that provides financial planning and discretionary investment management primarily to individual clients, including those approaching or in retirement. The firm uses liability-driven investing and modern portfolio theory to tailor diversified portfolios, often incorporating bond ladders and buy-to-maturity strategies, and manages household-level portfolios with individualized trade execution.

Justin Cramer is a financial advisor at OneAscent Wealth Management with 14 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Prospera Financial Services for seven years. Cramer is also a partner in Bluff Mountain Lodge, LLC, a real estate investment venture in Myrtle Beach, SC. OneAscent Wealth Management offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, and institutions. The firm employs a combination of direct securities, third-party managers, and model portfolios tailored to client-specific asset allocation guidelines, and operates an affiliated adviser and platform ecosystem with multiple offices and access to insurance and annuity solutions.

Michael Reynolds is a CFP® and ChFC® with 25 years of industry experience. He joined Chapin Davis in 2022 after spending 10 years at Boenning & Scattergood Inc. Reynolds serves as a trustee for special needs trusts, managing investment decisions and related responsibilities. Chapin Davis serves individuals, trusts, retirement plans, corporations, and institutions with discretionary and non-discretionary investment management, financial planning, and advisory consulting. The firm’s approach includes IAR-led portfolio management combined with access to third-party SMA/UMA managers and model allocations, supported by third-party research and custodial performance reporting.

Christopher St. John is a financial advisor with Carolina Wealth Advisors in Myrtle Beach, SC, holding CFP® and ChFC® designations and possessing 24 years of industry experience. He has been with Carolina Wealth Advisors since 2017 and has also worked with The Strategic Financial Alliance, Inc. since 2004. Outside of advisory work, he serves on the Board of Visitors for the Wall College of Business and the Coastal Athletic Foundation at Coastal Carolina University, and he is a partner in a company that develops bras for women with asymmetrical breasts. Carolina Wealth Advisors is an SEC-registered investment adviser managing approximately $298 million for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm provides financial planning, discretionary portfolio management, and pension consulting services, using fundamental and cyclical analysis to invest across equities, bonds, mutual funds, and ETFs.

Amy Ross is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Gold Shield Wealth Financial LLC, Gold Shield Wealth Management LLC, and Aider Insurance Group, where she is a co-founder involved in Medicare and simplified issue life insurance. Before entering financial services, Ross worked in medical-related roles including at HCA-Grand Strand Medical Center and Landauer Medical Physics. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Matthew Lowery is a CFP®, CFA®, and PFS™ with 19 years of experience in the financial services industry. He is currently affiliated with The Strategic Financial Alliance, Inc. and Carolina Wealth Advisors, LLC, and has served in advisory roles at these firms since 2014 and 2017, respectively. Outside of his advisory work, Lowery serves as president of the board of directors for The Center for Counseling and Wellness and is a member of the Finance and Economics Advisory Board at Coastal Carolina University. The Strategic Financial Alliance serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers customized portfolio management, financial planning, and consulting services through strategic programs, co-advisory relationships, and referrals to third-party managers.

Reid Mathews is a CFP® and Series 65 licensed advisor with eight years of industry experience. He is currently with AlphaStar Capital Management and has previously worked at Berry Financial Securities, LLC and Berry Financial Group, Inc. Outside of his advisory role, Mathews is involved in offering insurance products, including annuities, life insurance, long-term care, and Medicare supplements through Berry Financial Group, where he spends significant time managing these services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and serves other advisers through subadvisory and platform services.

Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Steven Bellina is a financial advisor with Principal Advised Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Principal Financial Services and Wells Fargo Clearing Services. He also serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, delivering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates as part of the Principal Financial Group, providing access to affiliated products and coordinated support services.

Christy Horlacher is a financial advisor with The Strategic Financial Alliance, Inc., holding CFP® and ChFC® designations, and has 14 years of industry experience. She has been associated with Carolina Wealth Advisors, LLC since 2014 and with The Strategic Financial Alliance, Inc. since 2013. Outside of her advisory role, she serves on the scholarship committee at Amazing Grace Lutheran Church in Myrtle Beach, SC. The Strategic Financial Alliance serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering customized investment strategies through a combination of portfolio management, third-party manager referrals, and financial planning.

William Miller is a financial advisor at United Brokerage Services, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC, Bank of America N.A., Merrill, and First Bank. In addition to his advisory role, he serves as a sales and service representative at United Bank. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and employs a strategic and tactical asset allocation approach using mutual funds, ETFs, individual securities, and third-party research.

Bradley Tunnell is a financial advisor at Gradient Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management for 12 years. He is also the owner of Palmetto Wealth Planning, a financial planning firm based in Myrtle Beach, SC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Corbett Mc Kinney is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. His prior roles include positions at OSAIC, Lincoln Financial Advisors Corporation, and Wildes Financial Strategies, Inc. Mc Kinney also worked as a financial planning analyst with The Next Level Planning Group, assisting planners with client planning and maintenance. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and investment services. The firm emphasizes holistic financial planning and discretionary asset allocation, primarily using ETFs, and operates at scale with approximately 88 advisors and $7.6 billion in discretionary assets under management.

Henry Kowalewski Jr. is a financial advisor with First Citizens Investor Services, Inc. in Myrtle Beach, SC. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with First Citizens Investor Services since 2016 and has also served as an Investment Advisor Representative with First Citizens Asset Management since 1999. 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 businesses. The firm employs a client-focused approach using risk- and outcomes-based asset allocation, discretionary management, third-party managers, and technology-driven model portfolios, supported by its affiliation with a bank holding company.

Randal Nesmith is a financial advisor at Kingsview Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning, in-house portfolio management, and access to a wide range of investment strategies and third-party managers.

Liam Schmidt is a Series 65-registered advisor at RFG Advisory, LLC with one year of industry experience. Prior to joining RFG Advisory, he worked in various roles including at Greg Normans Australian Grille and Trump National Golf Course, and operated a lawn care business. He attended Coastal Carolina University and has experience as a student through 2026. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for more than 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, access to model strategies and alternative investments, managing client assets through actively managed and passive models with a focus on risk management.

Mark Miller is a CFP® with three years of industry experience currently serving as a financial advisor at The AmeriFlex Group. His prior experience includes roles at Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and manager relationships.

Richard Berry is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the ChFC® and Series 63 credentials. Berry has worked at Berry Financial Securities, LLC and Berry Financial Group, Inc., where he is involved in life insurance, fixed indexed annuities, and long-term care insurance. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing both model and custom strategies driven by quantitative analysis and third-party research.

Lorraine Kirk is a financial advisor at Private Client Services, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and National Planning Corporation. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.