Steven Tolleson is a financial advisor at Wealth Intelligently Navigated, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Parallel Financial LLC for 10 years and Bison Wealth, LLC for one year. Outside of his advisory role, he is co-founder of Slam Co., a venture involved in capital investments related to residential property flipping and early-stage engineering companies. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm customizes investment strategies based on client objectives and risk tolerance, employing a combination of asset allocation, dollar-cost averaging, technical analysis, and varied trading approaches.

Anna Wolford is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Wealth Intelligently Navigated, LLC and has prior experience at Parallel Financial LLC, Syntrinsic Investment Counsel, Beacon Pointe Advisors, Cda Group, and Hanover Advisors. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm customizes investment advice based on client objectives and risk tolerances, using a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies.

Alex Spence is an advisor with Wealth Intelligently Navigated, LLC and holds a Series 65 designation. He has six years of prior work experience at BMW Manufacturing Co., LLC and four years at Bertrandt US Inc. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm serving individuals and high net worth clients with discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting. The firm employs a variety of investment approaches and manages over $530 million in assets across approximately 398 client accounts.

Robert Francis is a financial advisor at Wealth Intelligently Navigated, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs, DB USA Core Corporation, and Deutsche Bank Securities. He joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered firm providing discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting primarily to individuals and high net worth clients. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives and risk tolerances.

Luke Powers is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He currently works at Visionary Horizons, LLC and previously held roles at Vanbridge, Southwestern Investment Group, Sagespring Wealth Partners, and Raymond James Financial Services. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm constructs model portfolios informed by third-party research and uses equities, fixed income, ETFs, mutual funds, options, and alternatives, while incorporating AI tools in its service delivery.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade prior to joining Perigon in 2021. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction aligned with clients’ goals and risk tolerance, and it offers discretionary portfolio management along with oversight of sub-advisors and wrap-fee programs.

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has a longstanding background in accounting as the owner and president of The Hultquist Firm CPA, P.C., which he has managed since 2003. Outside of his advisory role, he is involved in agricultural operations as president of Y Knot Farm LLC. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, utilizing a range of investment strategies and third-party sub-advisors to meet client needs.

David Treece is a financial advisor at Creativeone Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Creativeone Wealth since 2023. Previously, he was affiliated with AE Wealth Management and operated TreeceCo Financial. Treece is also president of Clients Excel, an insurance sales business. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment methods including modern portfolio theory and quantitative analysis.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of industry experience. His prior roles include positions at Phillip Allen, Inc. and New York Life Insurance Company. Kuzmic has also been involved with several organizations outside finance, including Bob Jones University and Greenville Outdoor Living. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options, pension consulting, and college-savings assistance. The firm manages approximately $2.0 billion across multiple advisor-managed and third-party platforms.

Margarette Craig is an investment advisor representative at CreativeOne Wealth, LLC with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at MassMutual Life Insurance Company, Reveal Wealth, and New York Life Insurance Company. Since 2004, she has served as owner and investment advisor representative of Legacy Financial Advisors, LLC, focusing on life insurance, fixed annuities, and securities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary and third-party model portfolios, employing modern portfolio theory and various analytical methods across a diverse range of investment vehicles.

Stewart Smith is a financial advisor with AlphaStar Capital Management in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at several firms including New York Life Insurance Company and AE Wealth Management, and is currently president and owner of Clearpath Retirement Planning, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical model portfolios and employs third-party portfolio construction technology to support its investment processes.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at IFG Advisory since 2021 and has previous experience with LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments and incorporates third-party managers and models to tailor strategies to client objectives.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Mutual of Omaha and its affiliated entities since 1999. Outside of advisory services, he works as an insurance agent through Cieluch Insurance & Retirement Solutions, focusing on various insurance products including fixed annuities, health, life, and Medicare plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions through MOIS-approved model portfolios and third-party money managers.

Timothy Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network Inc., Waddell & Reed, and Citigroup Global Markets. Outside of advisory work, he has been involved with Bentley Development and Construction LLC. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and various investment instruments, managing portfolios through sub-advisors and third-party managers, and offers specialized services such as real estate analysis and retirement plan consulting.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.

Robert Felts is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has served at First Baptist Church Simpsonville since 2014. Felts also worked at Anderson University from 2014 to 2018. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based and UMA platforms along with tax-overlay and automated programs.

Pamela Harrison is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Berthel Fisher & Company Financial Services. She also operates Harrison Financial, a separate financial advisory business based in Simpsonville, SC. Secure Asset Management primarily serves individual clients across a range of net worth levels, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts using third-party platforms.

Andrew Kessler is a CFP® with 13 years of industry experience, currently with RFG Advisory, LLC. He previously worked at AW Securities and Allworth Financial, L.P. for eight years, and at Founders Financial Securities LLC for one year. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms, while also serving as an ERISA fiduciary for retirement accounts and plan sponsors.

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.