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.

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 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.

Joshua Spencer is a Series 66-licensed financial advisor at Advisory Services Network with 11 years of industry experience. His prior roles include positions at Palmetto Private Wealth, LPL Financial, and Edward Jones. He is also a licensed insurance professional outside of his advisory activities. Advisory Services Network serves individuals, families, and institutions through a network of independent investment adviser representatives, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach tailored to clients’ objectives and risk tolerances.

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.

Erin Clifford is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at The Wealth Consulting Group and has prior experience with 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 neuro-linguistic programming (NLP) training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive portfolio management along with a range of advisory and legal support services.

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.

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 financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms including Wells Fargo Clearing and Fifth Third Securities. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors and third-party managers, and offers specialized services such as real estate-related planning and retirement plan consulting.