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.

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.

Altman Norris is a financial advisor at Norris Financial Group, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Norris Financial Group since 2004 and Osaic since 2005. In addition to his advisory role, he is an insurance agent specializing in life and disability insurance. Norris Financial Group is an independent registered investment adviser serving individuals, retirement plans, trusts, and businesses. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, using risk-assessment tools and a proprietary platform to tailor investment advice according to client goals and risk tolerance.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

Carroll Carson Jr. is a financial advisor with Advanced Planning, Inc. in Greenville, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked at Advanced Planning, Inc. since 2001, as well as at Cetera Wealth Services, LLC and Summit Brokerage Services Inc. Outside of advising, he serves as a conservator for a minor. Advanced Planning, Inc. manages approximately $42.7 million in client assets across 172 relationships, serving individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm offers customized asset allocation using fundamental, technical, and charting analysis, providing both discretionary portfolio management and consulting services.

Thomas Miller is a financial advisor with Professional Planning & Wealth, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Osaic Advisory Services, Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. He is also active in life and health insurance sales. Professional Planning & Wealth serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, and technical analysis alongside strategic asset allocation.

Terry Norris is a CFP® and ChFC® with 42 years of experience in the financial services industry. He has been with Norris Financial Group, LLC since 2000 and also owns Terry L. Norris Financial Services, Inc. Outside of his advisory work, he has been involved in life insurance and fixed annuity sales since 1974. Norris Financial Group, LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plans for participants and employers. The firm uses risk-based portfolio management and offers discretionary and non-discretionary services, operating a bundled wrap fee platform integrated with its advisory and retirement-plan offerings.

Leila Dudley is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Mosaic Wealth Strategies LLC in Greenville, SC. She previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Dudley is also appointed with outside carriers to broker non-registered insurance products. Mosaic Wealth Strategies LLC is a state-registered advisory firm serving individual and high-net-worth clients with financial planning, retirement and education planning, investment consultation, and business consulting. The firm employs a blended investment approach using Modern Portfolio Theory alongside fundamental and technical analysis, typically arranging portfolio management through third-party managers rather than managing assets directly.

Calvin Davis is a financial advisor with Norris Financial Group, LLC in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. He has worked at Norris Financial Group since 2017 and previously spent two years at Merrill and has been affiliated with Bank of America since 2015. Outside of advising, he is also an insurance agent at Norris Financial Group. Norris Financial Group is an independent registered investment adviser serving individuals, retirement plans, trusts, and businesses. The firm provides investment advisory services, financial planning, and retirement plan consulting, using a discretionary portfolio management approach through its Vision2020 Wealth Management Platform, which incorporates risk assessment and asset allocation tailored to client goals.

Henry Hasty is a Series 65-licensed advisor at Idle Hill Advisors LLC with six years of industry experience. He has held management responsibilities at Insurance Made Easy, LLC, a firm providing insurance, tax planning, estate planning, and business valuation services, since 2018. Prior to his current role, he worked at Financial Gravity Asset Management, Inc. and the University of South Carolina Upstate. Idle Hill Advisors LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $107 million across about 200 client accounts, employing a blend of cyclical, fundamental, and quantitative analysis with a range of investment options tailored to client preferences.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.