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.

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 26 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Bluestar Wealth Management in 2025, he worked at Novus Advisors from 2017 to 2025 and Charles Schwab Bank from 2000 to 2017. Bluestar Wealth Management serves individual and high-net-worth clients with customized portfolio management, combining fundamental analysis and modern portfolio theory. The firm offers both discretionary and non-discretionary services, including asset allocation, security selection, and regular portfolio monitoring.

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.

Richard Vandernoord is a CFP® with 24 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 1997 and previously spent six years at THF Advisors, LLC. He holds Series 63 and Series 65 licenses. Van der Noord Financial Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm primarily uses goals-based, passive investment strategies built with ETFs and diversified model portfolios, and is notable for its ERISA-focused retirement plan work and use of third-party service providers incorporating artificial intelligence and machine learning.

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.

Constantine Burlos is a financial advisor with ONESOURCE Wealth Advisors in Lyman, SC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. His prior roles include positions at CoreCap Advisors, CoreCap Investments, and Virtue Capital Management. Outside of advisory work, he operates Burlos Marketing LLC and provides tax planning services related to accelerated cost recovery for commercial properties. ONESOURCE Wealth Advisors is a state-registered firm managing approximately $3.2 million for a small client base, including individuals, trusts, estates, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, utilizing a combination of direct portfolio management, sub-advisors, and third-party managers with periodic performance reviews tailored to client objectives.

David Gerdt is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 2011 and previously spent four years at THF Advisors, LLC. Van der Noord Financial Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios, and it features ERISA-focused retirement plan work and Section 1031 property exchange recommendations for qualifying accredited investors.

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.