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.

Charles McDaniels is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at McDaniels and Thomas Wealth Management LLC and PRINCIPAL LIFE INSURANCE COMPANY. McDaniels serves on the board of the Hampton Masonic Lodge and is an associate member of the Georgia Funeral Directors Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at First Citizens Asset Management, First Citizens Investor Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Additionally, he serves as a trustee for his parent. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary and third-party investment strategies.

Lori Talley Kelley is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. She has 13 years of industry experience and has worked at Crescent Financial Advisors and Clemson-EPS Advisors, LLC. Since 2022, she has served on the board of the Oconee County Special Needs and Disabilities Foundation. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and provide tailored investment solutions.

Stephen Tompkins is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 63 designation. He has 32 years of industry experience, including previous roles at Wells Fargo Clearing and A.G. Edwards & Sons. Tompkins is based in Clemson, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of advisory representatives using various portfolio management strategies and technology platforms.

Cecilia Waters is a financial advisor at VALIC Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Northwestern Mutual, and M & M Income Tax Service. In addition to her advisory role, Cecilia is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lance Durbin is a financial advisor with &Partners, holding a Series 66 designation and four years of industry experience. Prior to joining &Partners in 2024, he worked at Edward Jones from 2022 to 2024. Outside of his advisory role, he owns and oversees operations for an online retail business selling products on Amazon. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides services through both discretionary and non-discretionary accounts.

William Kibler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at LPL Financial and various FinTrust entities, as well as United Community Insurance, Inc. He is based in Anderson, South Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Arthur Klugh is a CFP® with 27 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously held roles at firms including Goldman Sachs PFM and United Capital Financial Advisers. In addition to his advisory work, he is an independent insurance agent providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Sarah Kelley is a ChFC® credentialed advisor with two years of industry experience, currently affiliated with Carson Wealth. She previously worked at Crescent Financial Advisors from 2020 to 2026. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a committee-driven investment approach and access to specialized solutions including Orion Custom Indexing and alternative investments.

Jan Fredman is a financial advisor with Carson Wealth, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at UBS Financial Services and Crescent Financial Advisors. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios.

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® and holds a Series 66 license with 24 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Maryland Financial Group, Kestra Investment Services, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary services, leveraging multiple investment strategies and technology platforms.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with a Series 66 designation and three years of industry experience. He also operates Frierson Capital Management, providing client support and advisory services. Additionally, he is an independent insurance agent selling life insurance and fixed annuities and owns an LLC that manages bookkeeping and tax matters related to his advisory compensation. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, leveraging fundamental and technical analysis, tactical trading, and platform integrations to serve its clients.

Walter Griffin is a financial advisor at Valic Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Valic Financial Advisors since 2018. Griffin is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through Envestnet’s platform and a large network of investment advisor representatives.

Thomas Cox is a CFP® professional with 27 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, United Capital (Goldman Sachs PFM), Girard Securities, IC Advisory Services, and The Investment Center. In addition to his advisory work, he provides insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services using customized, primarily long-term portfolios with various investment vehicles and sub-advisory arrangements.

Jesse Wright III is a CFP® professional with 43 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2014. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Cynthia Thackham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she serves as Treasurer for the Episcopal Church Women's group, which organizes annual fundraising activities for outreach ministries. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.