Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Jennifer Belshe is a financial advisor with Novus Advisors in Greenville, SC, holding a Series 66 credential and 16 years of industry experience. She has held roles at various firms including Lafayette Advisors and Novus Wealth Management. Outside of her advisory work, she is involved in telehealth services through Doc On Call, LLC. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management and financial planning, using fundamental analysis and active asset management to implement tailored portfolio strategies.

Christopher Connelly is a financial advisor with Novus Advisors, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.

Brian Smith is a financial advisor with Southeast Financial Advisors in Greenville, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Southeast Financial Advisors since 1998 and previously spent 14 years with Sfa Financial, LLC. Smith serves as president and owner of Southeast Financial Advisers. Southeast Financial Advisors provides personalized financial planning, tax preparation, accounting, and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $119 million for around 308 clients, employing a strategic asset allocation approach combined with various analytical methods and active management.

Andrew Bencivenga is a CFP® with five years of industry experience, currently serving at Brindle & Bay Financial Advisors, LLC. He has previously worked with Magni Publicani, LLC and Bona Fide Finance. Outside of his advisory role, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay Financial Advisors provides financial planning and discretionary investment management to individual and high-net-worth clients, using a dynamic-weighting asset allocation approach with portfolios primarily composed of ETFs, stocks, bonds, and mutual funds.

Michael Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding a Series 65 designation and no prior industry experience. Before joining Altamont Advisors, he worked at Marco Insurance Group for seven years and spent four years at Little Pig BBQ. Altamont Advisors LLC serves individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm uses a combination of active, core-plus-satellite, and passive investment strategies, focusing on asset allocation, diversification, and regular account reviews.

John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

William Gray is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he assists clients by understanding their situations and goals to develop strategies that help keep them on track financially. He emphasizes engaging in conversations to identify what is most important to clients and the goals they are saving for, enabling him to co-create tailored financial plans. Prior to his current role, William worked at Fidelity Investments as an Investment Solutions Representative from 2021 to 2023. His earlier experience includes positions as a Registered Representative at MML Investor Services and Hornor Townsend & Kent, as well as roles with Mass Mutual Life Insurance Company, Penn Mutual Life Insurance Company, and Northwestern Mutual between 2018 and 2021. This range of experience reflects his background in investment consulting and financial advisory services. Outside of his professional work, William's personal interests include football, golf, and skiing.

David Hedaya is the principal and sole advisor at Hedaya Financial LLC in Greenville, SC. He holds a Series 65 license and has three years of industry experience, including prior roles at Wilson Financial Group LLC and Epstein|Tabor|Schorr. Hedaya Financial is a registered investment adviser that provides financial planning, consulting, and accounting services to individuals, trusts, estates, and businesses. The firm emphasizes passive, low-cost investment strategies and offers advisory services on an hourly or flat-fee basis without discretionary trading authority or custody of client assets.

Leila Schaefer is a financial advisor with Mosaic Wealth Strategies LLC in Greenville, SC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC from 2016 to 2018 before joining Mosaic Wealth Strategies in 2016. Outside of advising, she is also appointed as an insurance broker for non-registered insurance products. Mosaic Wealth Strategies provides financial planning and advisory services to individuals, including high-net-worth clients, and small businesses. The firm uses a combination of modular and comprehensive planning approaches and offers educational workshops, focusing on diversified mutual fund portfolios and recommending external managers rather than managing assets in-house.

Robert Flink is a CFP® with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior roles include positions at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, and Highland Capital Management. He is based in Greenville, SC. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser that provides retirement wealth management services to retirees, pre-retirees, and other individual and institutional clients. The firm emphasizes strategic asset allocation and fundamental analysis through diversified multi-asset portfolios, integrating retirement and tax planning with portfolio management to meet clients’ specific financial needs.

Andrew Hatherley is a financial advisor with The Retirement Solutions Group, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been involved with his current firm and affiliated entities since 2008 and also works as a divorce analyst through Wise Divorce Solutions, LLC. Outside of advisory roles, he is an insurance agent and provides divorce financial analysis services. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services for individual clients, including both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals, time horizons, and risk tolerance, with regular portfolio reviews and monitoring practices such as automated rebalancing and tax-loss harvesting.

Andrew Hardin is the principal advisor at Hardin Capital Partners, LLC in Greenville, SC, holding the CFP® designation with 23 years of industry experience. He has led Hardin Capital Partners since 2010. Outside of his advisory role, he owns a rental property. Hardin Capital Partners serves individuals, small business owners, trusts, estates, corporations, and charitable organizations by providing financial planning, portfolio management, retirement advice, and project-based consulting. The firm manages approximately $448 million in assets and employs a tailored investment approach using fundamental analysis across mutual funds, ETFs, equities, and fixed-income instruments.

Aaron Naley is a financial advisor at Insight Tax & Finance LLC with a Series 65 credential. He has seven years of experience in financial services, including prior work at Stage 1 Financial from 2017 to 2024. Insight Tax & Finance LLC provides discretionary portfolio management, financial planning, and consulting primarily to individuals, high-net-worth clients, and small business owners. The firm integrates investment advisory services with in-house tax, accounting, and payroll functions, emphasizing tax efficiency and using a combination of strategic and tactical asset allocation in its portfolio construction.

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Change Path, LLC. Outside of advisory services, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm’s investment approach combines client-specific asset allocation with fundamental and technical analysis and utilizes model portfolios along with a sub-adviser to manage client accounts.

Niles Brancati is a financial advisor with Altamont Advisors LLC in Greenville, SC, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at Altamont Advisors since 2014 and also serves as president and independent licensed insurance agent at Marco Insurance Group, where he offers insurance sales and services. Altamont Advisors LLC is a small advisory firm serving individual investors and small businesses with comprehensive financial planning and investment supervisory services. The firm utilizes a blend of active, core-plus-satellite, and passive investment strategies focused on asset allocation and diversification, and it also offers educational workshops and limited insurance products through the principal’s licensed agency.

Graham Morris is a financial advisor at Fiduciary Organization, LLC in Greenville, SC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at OneAscent Financial Services, LLC and Woodmark Wealth Management, LLC. In addition to his advisory work, Morris is a Business Analyst at Mitsubishi Chemical Group, where he oversees financial reporting. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides investment management and both ongoing and project-based financial planning, typically implementing client-specific policies on a discretionary basis using a mix of passive and active strategies.