Stewart Smith is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and New York Life Insurance Company. Smith is also the president and owner of Clearpath Retirement Planning, LLC, where he is involved in insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both model and custom investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

Jonathan Shinkle is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Idle Hill Advisors LLC, Health Horizons Medicare Solutions, and the Virginia Air National Guard. Outside of finance, he has been involved with Health Horizons Medicare Solutions since 2021. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methods while offering portfolio management, financial planning, and consulting services.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2021. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis, offering comprehensive portfolio management and financial planning services.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Mutual of Omaha Investor Services since 2013 and has worked with Mutual/United of Omaha since 1999. Outside of advisory services, he operates Cieluch Insurance & Retirement Solutions, focusing on insurance products including fixed annuities, health, life, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management programs.

Joshua Spencer is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Palmetto Private Wealth, LPL Financial, and Edward Jones. Spencer is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

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.

Shane Conway is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Galloway Asset Management, Granite, Govgistics, and Concentrix. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

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.

Erin Clifford is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and six years of industry experience. She has worked previously at Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of NLP training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and algorithmic guided services.

Andrew Kessler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has previously worked at AW Securities and Allworth Financial, L.P. from 2015 to 2023. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and offers access to proprietary models, alternative investments, and retirement plan consulting.

Adam Clements is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with IAMS Wealth Management, LLC and has worked at Rampart Financial, Inc. since 2020. Adam is also the owner of Rampart Financial Inc., where he acts as an insurance agent specializing in life, health, and long-term care insurance products. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts on a discretionary basis using model-based strategies and offers a range of instruments including equities, ETFs, fixed income, direct indexing, and structured products.

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.

Matthew Glass is a financial advisor with Altitude Capital Management LLC in Greenville, SC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Brookstone Wealth Advisors and Glass Financial Group, as well as extensive experience at Asbury Automotive. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and emphasizes maintaining long-term purchasing power through various strategies, managing accounts primarily on a discretionary basis.

Paul Baily is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Palmetto Private Wealth, LPL Financial, and Edward Jones. Outside of his advisory role, he is a licensed insurance professional. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers various portfolio management and consulting services, utilizing a range of securities and third-party managers, and supports flexible engagement models tailored to client needs.

Emmet Martin is a financial advisor with Trustmont Advisory Group, Inc. in Mauldin, South Carolina, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Trustmont Advisory Group and its affiliated entity, Trustmont Financial Group, since 2010. Outside of his advisory role, Martin owns a notary service and is involved in insurance sales, including fixed and fixed indexed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Joseph Davies is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Stewart Smith Financial. Outside of his advisory role, he is involved in insurance sales through Clearpath Retirement Planning, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers both predefined model portfolios and custom strategies, employing a combination of strategic asset allocation, quantitative analysis, and tactical approaches, and provides a range of portfolio management and consulting services.

Michael Wade is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2018 and previously spent seven years at Foresters Equity Services, Inc. Wade also owns and operates Wade Financial, Inc., providing insurance planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm offers both discretionary and non-discretionary account management with routine client reviews and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Terrell Boone is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at IFG Advisory, LLC and LPL Financial LLC since 2021, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Boone provides investment advisory services through IFG Advisory, an independent registered investment advisor. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and implements portfolios with sub-advisors, third-party models, and managers, while also managing held-away assets to align with clients’ financial goals.