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 is a CFP® with six years of industry experience, currently serving as an advisor at Colarion. He has previously worked at Allen C. Ewing & Co. and is a partner at jhh wealth, LLC. Jackson also has experience in political and public service roles, including work with the US House of Representatives and a Senate campaign. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis and offers investment strategies that include equity, options, short sales, and hedging.

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.

Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.

Alexis Gonzalez is a financial advisor at Hayes Wealth Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Hayes Wealth Advisors, Alexis worked at Regional Management Corp. and Resurgent Capital Services, and has a background that includes four years at Bob Jones University. Hayes Wealth Advisors serves individual clients, including many high-net-worth households, as well as retirement plans and small businesses. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services with a focus on predominantly passive, long-term investment strategies supplemented by tactical adjustments.

Edward Longstrom is a financial advisor at TRG Capital Management, Inc. with three years of industry experience and holds a Series 65 designation. He has also served as president of Inorbit Consulting Corp., an IT consulting firm, since 2000. TRG Capital Management provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a range of investment strategies tailored to client risk profiles and incorporates both fundamental and technical analysis along with tactical risk-management tools.

Joshua Glenn is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Fiduciary Organization, LLC since 2026, following roles at Edward Jones, Stifel, Nicolaus & Company, Incorporated, and George Beam State Farm. Outside of advisory work, Glenn is involved with Fishhawk Capital, an apartment and condominium business in Clemson, SC. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm offers investment management and financial planning using a combination of passive and active strategies, asset allocation, and both fundamental and technical analysis, often implementing client-specific plans on a discretionary basis.

Jon Gauthier is a CFP® professional with 18 years of industry experience, currently serving at Colarion LLC since 2023. His prior roles include positions at jhh wealth, LLC, Allen C. Ewing & Co., and Ameriprise Financial. He is the author of a book on faith titled "Embracing Goodness," published at the request of his pastor for sharing with his parish community. Colarion provides discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, and estates, focusing on tailored portfolio management and financial planning. The firm’s investment approach combines fundamental and technical analysis with discretion, typically emphasizing equity and options strategies.

Michelle Emmons is a financial advisor at Southeast Financial Advisors in Greenville, SC, with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Sfa Financial, LLC, from 2009 to 2023. Emmons has been with Southeast Financial Advisors since 2005. Southeast Financial Advisors is a small, state-registered investment adviser managing approximately $113 million for about 322 clients, including individuals, pensions, trusts, estates, charities, and businesses. The firm offers investment management, personalized financial planning, tax preparation, and accounting services, focusing on non-high-net-worth clients with a tailored, often discretionary investment approach.

Brandon Cabaniss is a CFP® professional with 24 years of industry experience, currently serving at Telos Partners LLC. His prior experience includes roles at Calton & Associates, Advisory Services Network, Wells Fargo Advisors, and Raymond James & Associates. Outside of his advisory work, he is involved as a speaker and educator with The 3W Project, focusing on financial wellbeing for women. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, and family office consulting. The firm employs a long-term, growth-oriented approach using a mix of individual stocks, bonds, mutual funds, and ETFs, and offers bespoke services for complex wealth management and coordination with related tax and accounting professionals.

Joseph Grim is a CFP® and ChFC® with 15 years of experience in financial planning and asset management. He has worked at Advanced Planning, Inc. since 2009 and also has experience with Cetera Wealth Services, LLC and Summit Brokerage Services. Advanced Planning, Inc. advises individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants, managing approximately $42.7 million in client assets. The firm offers customized portfolio management, 401(k) participant advising, and both modular and comprehensive financial consulting services.

Harrison O Brien is a financial advisor at Norris Financial Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise and TD Bank in various capacities. Norris Financial Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as participant and employer retirement plans. The firm uses risk modeling and routine rebalancing to manage portfolios and offers a bundled wrap fee platform integrated with its advisory and retirement-plan services.

Thomas Smith is a CFA® charterholder with 13 years of industry experience and the principal of Thomas Smith And Associates, Inc. in Greenville, SC, where he has worked since 2003. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as his own real estate agent when buying or selling his personal properties. Thomas Smith And Associates, Inc. provides discretionary investment advisory and portfolio management services to high-net-worth individuals and trusts. The firm manages fully diversified portfolios with a focus on tax and cost efficiency, operating with a small client base and emphasizing individualized portfolio construction and ongoing monitoring.

Maxwell King is a financial advisor with Rogers Financial Advisory Group, LLC, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Rogers Financial Advisory Group and Osaic Wealth, he was self-employed performing contract work and held roles outside the financial industry. He is also licensed to sell life, long-term care, and fixed insurance products. Rogers Financial Advisory Group serves individuals, corporations, and business entities with portfolio management and comprehensive financial planning services. The firm emphasizes fundamental analysis and long-term investment strategies, using risk-tolerance assessments and asset allocation tools to create individualized portfolios.

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Novus Advisors and Charles Schwab Bank prior to joining Bluestar Wealth Management. Bluestar Wealth Management provides portfolio management and wealth advisory services to individuals and high-net-worth clients, emphasizing a long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm serves a small client base and manages most accounts on a discretionary basis using equities, ETFs, mutual funds, and fixed income.

David King is a financial advisor with Rogers Financial Advisory Group, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Rogers Financial Advisory Group since 2004 and Rogers Financial Group since 2006, and has been associated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995. In addition to advisory roles, he provides tax preparation services for individuals. Rogers Financial Advisory Group serves individuals, corporations, and other business entities with portfolio management and comprehensive financial planning, integrating securities and non-securities elements of clients’ financial situations. The firm employs a fundamental analysis and long-term investment approach, utilizing risk-tolerance assessments and asset allocation tools to create individualized portfolios.