Sean Baker is a financial advisor with Strategic Blueprint, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at The Tiger Sports Shop for eight years. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, with an emphasis on customized, goal-based strategies and client education.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Tammy Sartain is a financial advisor with Strategic Blueprint, LLC and holds a Series 66 designation. She has 11 years of industry experience and has worked with The Baker Financial Group, LLC and The Strategic Financial Alliance, Inc. Sartain also serves as an incorporator and treasurer on the board of a non-profit memorial foundation and volunteers as an officer managing community dock operations for her local homeowners association. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and educational seminars, focusing on customized, goal-based strategies with both discretionary and non-discretionary management options.

Brian Baker is a financial advisor at Strategic Blueprint, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Strategic Blueprint since 2021. Outside of his advisory work, Baker serves as an officer for Fort Hill Presbyterian Church and volunteers with the South Carolina School Improvement Council. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and a unique subscription advisory program emphasizing client education and access to alternative investments.

Robert Thompson is a Series 65-licensed advisor with Belpointe Asset Management LLC, based in Easley, SC, with nine years of industry experience. Prior to joining Belpointe in 2018, he worked at Williams Financial Management for two years and has served as president of his own accounting firm since 2004. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory structures.

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.

Robbin Broome is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Impact Partnership Wealth in 2023, he worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for seven years. Broome is also the president of a nonprofit, The Smart Lifestyle, which teaches fiscal awareness in community settings. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisers. The firm offers model portfolio solutions, direct asset management, financial planning, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

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.

John Fink IV is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Horace Mann Investors, Inc., Lincoln Financial Advisors, and Simplicity Investments. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program called Starlight Portfolios.

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.