Adam Curran is a CFP® professional with 17 years of industry experience. He is a managing member of B&B Media Group, LLC, a consulting and media buying business, alongside his role at Curran Financial Partners, LLC, where he has worked since 2016. Prior to that, he was with Global Financial Private Capital from 2013 to 2016. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through both passive and active management, incorporating technical analysis as a primary method.

Francis Ferez is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 designation and currently in his first year in the industry. Prior to joining Curran Financial Partners, he worked at Colonial Life for six years and attended Clemson University. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management strategies, including technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Clemson University and several service industry positions. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, employing both passive and active investment strategies with a focus on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, and Northwestern Mutual. Stewart is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive and active investment strategies, including technical analysis, and acts as a sub-adviser to an exchange-traded fund with a political-activity screen.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including The Prudential Insurance Company of America and Pruco Securities LLC. He is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive and active investment approaches, employing technical analysis and third-party managers, and also offers sub-advisory services to an exchange-traded fund with a political-activity screen.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Curran Financial Partners since 2022. Prior to joining the firm, he was involved with Maine Sport Outfitters and holds a license to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive, index-based portfolios and active management with a focus on technical analysis, and offers sub-advisory services to an exchange-traded fund.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.

Katherine Livingston is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Synovus. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management along with access to accounting services through a referral arrangement. The firm serves as a sub-adviser to The God Bless America ETF and employs client-specific investment policies that incorporate goals, risk tolerance, and other factors.

Maxwell Blumberg is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Curran Financial Partners, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Curran Financial Partners provides financial planning and discretionary portfolio management services primarily to individual and high-net-worth clients, utilizing both passive and active investment strategies that incorporate technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.

Temiloluwa Adesodun is a financial advisor at Bellars Harris Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Bellars Harris, Temiloluwa held positions at SearchX, NB Handy, and Custom Digital Solutions. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans, employing a fundamentally driven, long-term investment approach customized to client objectives. The firm also offers retirement plan advisory, estate-planning coordination, and family-office style services.

Christine Kriegl is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. She previously worked at Fidelity Investments and Ameriprise Financial Franchise of Andrea Riley Arnesen. Kriegl is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment strategies with an emphasis on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Stanley Katz is a financial advisor with OneSeven in Daniel Island, SC, holding Series 63 and Series 65 registrations and possessing 43 years of industry experience. He has worked at Fortune Financial Services, Inc. and MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc. since 2019, and previously at Ross, Sinclaire & Associates, LLC. Katz serves on the marketing committee of The Dayton Foundation, a community foundation, where he provides professional insight on customer outreach. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management, financial planning, and retirement-plan consulting. The firm typically employs diversified portfolios with mutual funds, ETFs, and individual securities, utilizing a primarily long-term investment approach complemented by due diligence and flexible trading strategies.

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He has held roles at Alexander Capital entities since 2018 and also provides financial planning through Gabor & Associates as a licensed CPA in New York. Additionally, he is a licensed agent for life insurance and annuity products, dedicating limited time to these activities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, combining proprietary technical analysis with fundamental review to guide a top-down, asset-allocation investment approach. The firm employs discretionary management, sub-advisers, and model portfolios, leveraging third-party platforms for execution, custody, and overlay services.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

George Boyle Jr. is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has held roles at Avantax firms since 2007 as well as at Cetera Wealth Services since 2025. He is also president of G P Boyle & Associates, PC, a tax preparation and accounting firm, and serves as Chief Financial Officer for Retirement Plan Playbook, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025.

Christopher Lakian is a financial advisor with OneSeven, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at RH Financial Services, Raymond James Financial Services, and Ocean Holdings. He is also the owner of Lakian Capital and Magnetic North Financial, an insurance agency. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a primarily long-term investment approach with diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments, offering both discretionary and non-discretionary management.

Samuel Beall is a financial advisor with CreativeOne Wealth, LLC in Mt Pleasant, SC, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked for Northwestern Mutual in various capacities from 2018 to 2025. Outside of his advisory role, Beall owns Party Boys LLC, a bounce house leasing business, and is involved in property maintenance and conservation through Generations Land Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse strategies including modern portfolio theory and ESG-focused investments.

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.