Brian Smith is a financial advisor at Southeast Financial Advisors in Greenville, SC, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sfa Financial, LLC from 2009 to 2023, in addition to his long tenure at Southeast Financial Advisors since 1998. Southeast Financial Advisors offers personalized financial planning, tax preparation, accounting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $119 million for around 308 clients, using a strategic asset allocation framework combined with active management and a range of analytical methods tailored to each client’s objectives and risk tolerance.

Andrew Bencivenga is a CFP® with five years of industry experience, currently affiliated with Brindle & Bay Financial Advisors, LLC. His prior experience includes work with Magni Publicani, LLC and Bona Fide Finance. Outside of investment advising, he owns and operates Granite Wealth, LLC, a tax preparation and consulting business. Brindle & Bay provides ongoing financial planning and discretionary portfolio management for individual and high-net-worth clients, focusing on customized strategies aligned with clients’ goals, risk tolerance, and time horizon. The firm employs a dynamic asset allocation framework supported by third-party model design, retaining discretion over implementation and account management.

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.

Jesse Hansford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Professional Planning & Wealth in Greenville, SC. His prior roles include positions at Osaic Advisory Services, Triad Hybrid Solutions, and Raymond James Financial Services. He is the treasurer for Loaves & Fishes, a nonprofit organization focused on eliminating hunger. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning services, employing a blend of fundamental, quantitative, and technical analysis combined with strategic and tactical asset allocation.

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.

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® professional with 18 years of industry experience, currently serving at Goepper Burkhardt LLC since 2020. His prior experience includes roles at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group, Highland Capital Management, Stadion Money Management, Merrill, and Citigroup Global Markets. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser focused on retirement wealth management for retirees, pre-retirees, and various client types including families, foundations, trusts, and estates. The firm manages approximately $380 million in assets with a tailored investment approach centered on strategic asset allocation, fundamental analysis, and tax-efficient portfolio rebalancing.

Logan Dickey is a financial advisor at IntelliVest Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Thornburg Securities Corp and Edward Jones. IntelliVest Wealth Management provides comprehensive financial planning, investment management, and qualified plan consulting to a broad client base including individuals, high-net-worth clients, families, trusts, and retirement plans. The firm integrates financial planning into portfolio construction using a proprietary strategic asset-allocation methodology and employs a mix of analytical approaches to build diversified portfolios aligned with client goals.

Christopher Beard is a CFP® professional with over 31 years of experience in financial planning and wealth management. He is currently with Professional Planning & Wealth in Greenville, SC, where he has served as managing director since 2026. His prior experience includes roles at Raymond James Financial, Triad Advisors, and OSAIC. Beard contributes to a finance-focused blog and serves as secretary for the nonprofit Local Boys Do Good. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, businesses, and charitable foundations. The firm combines fundamental, quantitative, and technical analysis with strategic asset allocation and utilizes model portfolios and third-party managers when appropriate.

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.

Shane Conway is a financial advisor with Public Safety Financial/Galloway based in Greenville, SC. He holds a Series 65 designation and has four years of industry experience. His prior roles include positions at Modern Wealth LLC, Galloway Asset Management, Granite, Govgistics, and Concentrix. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients. The firm focuses on public safety personnel and municipal plans, providing discretionary portfolio management and participant-level services tailored to client objectives and risk tolerance.

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.

Jon Rogers is a financial advisor with Rogers Financial Advisory Group, LLC in Greenville, SC, holding a Series 63 designation and over 54 years of industry experience. He has been with Rogers Financial Advisory Group since 2004 and has worked with related firms since 1989. Outside of his advisory role, he is involved in teaching, consulting, and volunteer work through Rogers Financial Group, LLC, and owns a life and long-term care insurance business. Rogers Financial Advisory Group serves individuals, corporations, and other business entities with portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and long-term investment strategies, using risk-tolerance assessments and asset allocation tools to create individualized portfolios.

David Jackson III is a CFP® with six years of industry experience, currently serving as a financial advisor at Colarion. Prior to joining Colarion, he worked at Allen C. Ewing & Co. and jhh wealth, LLC. He also has experience in government, having worked for the U.S. House of Representatives and a Senate campaign. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis and manages both separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, with strategies tailored to clients’ financial situations and objectives.

Joshua Peek is a CFP® professional at Insight Tax & Finance LLC with experience in financial services dating back to 2017. He previously worked at Peek Armor Tax Inc and Vanguard Accounting Inc. 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 tax, accounting, and payroll services into its investment process, focusing on tax efficiency and using model-based portfolio construction.