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 financial advisor at CWM, LLC with two years of industry experience. She has previously worked at Crescent Financial Advisors and began her career after completing her studies in 2020. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary, model-portfolio approach managed by an in-house Investment Committee and offers various services including portfolio management, financial planning, and retirement-plan solutions.

Jan Fredman is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Crescent Financial Advisors for over 15 years and has experience at UBS Financial Services, EPS Advisors, and ERISA Plan Services Inc. Outside of advising, Fredman is involved in insurance sales. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, and institutions through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

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. Prior to joining Osaic, Bond has held roles at Frierson Capital Management and Triad Advisors. Outside of advising, Bond owns an LLC that manages bookkeeping and tax matters related to their financial advisory work. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides comprehensive services such as investment management, financial planning, retirement plan consulting, and third-party manager selection, utilizing multiple program models and a combination of proprietary and third-party platforms.

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.

Jeffrey Nesseth is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2011 and held positions at several firms in 2011, including CL Wealth Management LLC, Girard Securities, Inc., and QA3 Financial LLC. Outside of his advisory role, he serves on the boards of US Preventive Medicine and Collins Children Home, and is involved in business consulting, health insurance sales, and food service marketing. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, using both firm and third-party models combined with strategic asset allocation and ongoing manager due diligence.

Randall Hallier is a CFP® professional with 29 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. Outside of his advisory role, he is the president and owner of Financial Workshops, LLC, where he develops and delivers retirement-related instructional content. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Shelley Holbrooks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, retirement plan consulting, and investment management consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.

Edward Blackburn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at LPL Financial and United Community Insurance, Inc., among others. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Justin Sweet is a financial advisor with TIAA-CREF in Pendleton, SC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining TIAA-CREF in 2020, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals often connected through employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, utilizing model or customized portfolios and operating within a vertically integrated group.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Hill is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is a co-founder and owner of Indigo Advisors LLC, the entity for his practice within &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an RIA and broker-dealer. The firm employs fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managing portfolios internally or via third-party managers.

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Deborah Johnson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Triad Advisors, and Voya Financial Advisors. Outside of her advisory role, she serves as a notary public in South Carolina. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.