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.

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.

Joshua Moody is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Creativeone Wealth, LLC and has held prior roles at Arete Wealth Advisors, LLC, Center Street Advisors, Inc., and Center Street Securities, Inc. In addition to his advisory work, Moody is the owner of Pathway Financial Management, where he provides investment and insurance-related products. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment methods including ETFs, mutual funds, and options strategies.

Garrett Major is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 designations and previously worked in education at Lander University and Greenwood High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and uses a mix of fundamental, quantitative, and technical analysis to guide portfolio allocation across various asset classes.

Rick Stivers is a financial advisor with Eagle Strategies (NY Life) based in Due West, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 1988 and has operated his own firm, Stivers Financial and Insurance Services, LLC, since 2009. He serves as a director of the Aiden Foundation, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis.

William Kibler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at LPL Financial and various FinTrust entities, as well as United Community Insurance, Inc. He is based in Anderson, South Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Arthur Klugh is a CFP® with 27 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously held roles at firms including Goldman Sachs PFM and United Capital Financial Advisers. In addition to his advisory work, he is an independent insurance agent providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Walter Griffin is a financial advisor at Valic Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Valic Financial Advisors since 2018. Griffin is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through Envestnet’s platform and a large network of investment advisor representatives.

Thomas Cox is a CFP® professional with 27 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, United Capital (Goldman Sachs PFM), Girard Securities, IC Advisory Services, and The Investment Center. In addition to his advisory work, he provides insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services using customized, primarily long-term portfolios with various investment vehicles and sub-advisory arrangements.

Edward Blackburn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at LPL Financial and United Community Insurance, Inc., among others. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.

William Cox is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Cox, Klugh & Company and PKS Investments. Cox also spent nine years at Clemson University. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other securities.

Robert Wallace II is a CFP® professional with 18 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer and Board Member for Calvary Home for Children and is a director of the Anderson Aviation Association Charitable Fund. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Holland Church is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fintrust Capital Advisors and FinTrust Brokerage Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Katherine Steifle is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at State Farm VP Management Corp and Ron Haskell Insurance Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Timothy Williamson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and over 34 years in the industry. He previously worked at Equitable Advisors and AXA Advisors, LLC for more than two decades each. Outside of his advisory role, he is involved in several nonprofit organizations, serving as Chairman of the Anderson County Museum board and President of the South Carolina chapter of NAIFA, and he also manages a family farm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for its clients.

James Chisholm is a financial advisor with LPL Financial in Anderson, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at South State Bank and LPL since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily provided by its network of investment adviser representatives.

Ronald Price is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he serves on the Board of Visitors for Anderson University and is a board member at Haven of Rest Ministries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

William Johnstone III is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including New York Life, MassMutual, and MetLife. Outside of his advisory role, he provides financial planning and investment advice through Kinnect Advisors. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies under both discretionary and non-discretionary arrangements.