Christopher Santoro is a financial advisor at MTM Investment Management, LLC in Spartanburg, SC, holding a Series 65 designation with four years of industry experience. He previously worked at AM Partners, LLC and Johnson Development Associates before joining MTM in 2022. MTM Investment Management provides investment advisory services to families, individuals, trusts, and retirement plan sponsors, offering customized financial profiles and investment plans. The firm combines fundamental, technical, and cyclical analysis to manage equity and fixed-income portfolios and incorporates financial planning within its advisory relationships.

Joseph Towson is a financial advisor at MTM Investment Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has held roles at Raymond James Financial and Foster, Towson and Company, Inc. Outside of finance, he is an author of an illustrated children's book and manages agricultural activities including beekeeping and honey sales. MTM Investment Management provides advisory services to families, individuals, trusts, and retirement plan sponsors, focusing on customized financial profiles and long-term investment strategies. The firm combines fundamental, technical, and cyclical analysis to identify equity opportunities and constructs fixed-income portfolios designed to meet client income needs.

Eric Steele is a CFP® with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial, and Truist Investment Services. Outside of his advisory work, he is the owner of Upstate Wealth Management LLC, which offers life insurance and annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan fiduciary services. The firm combines project-based planning and ongoing asset management through fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Brecken Kanz is a Series 66-registered financial advisor at The AmeriFlex Group with two years of industry experience. Prior to his current role, he worked at Cetera and Cetera Wealth Services. Outside of finance, he is employed as a design engineer at Michelin, where he is responsible for designing internal tire geometry and supporting new product development. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement consulting services with customized strategies delivered via model asset allocations, third-party managers, and discretionary or non-discretionary management.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

David Treece is a financial advisor at Creativeone Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Creativeone Wealth since 2023. Previously, he was affiliated with AE Wealth Management and operated TreeceCo Financial. Treece is also president of Clients Excel, an insurance sales business. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a range of investment methods including modern portfolio theory and quantitative analysis.

Jonathan Shinkle is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Idle Hill Advisors LLC, Health Horizons Medicare Solutions, and the Virginia Air National Guard. Outside of finance, he has been involved with Health Horizons Medicare Solutions since 2021. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methods while offering portfolio management, financial planning, and consulting services.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at IFG Advisory since 2021 and has previous experience with LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments and incorporates third-party managers and models to tailor strategies to client objectives.

Michael Kuckel is a CFA® charterholder with 17 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Bank of America and Merrill. In addition to his advisory work, he serves as a pastor and elder at Greenville Community Church and teaches as an adjunct professor at North Greenville University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Mutual of Omaha and its affiliated entities since 1999. Outside of advisory services, he works as an insurance agent through Cieluch Insurance & Retirement Solutions, focusing on various insurance products including fixed annuities, health, life, and Medicare plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions through MOIS-approved model portfolios and third-party money managers.

Joshua Spencer is a Series 66-licensed financial advisor at Advisory Services Network with 11 years of industry experience. His prior roles include positions at Palmetto Private Wealth, LPL Financial, and Edward Jones. He is also a licensed insurance professional outside of his advisory activities. Advisory Services Network serves individuals, families, and institutions through a network of independent investment adviser representatives, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach tailored to clients’ objectives and risk tolerances.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Timothy Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network Inc., Waddell & Reed, and Citigroup Global Markets. Outside of advisory work, he has been involved with Bentley Development and Construction LLC. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and various investment instruments, managing portfolios through sub-advisors and third-party managers, and offers specialized services such as real estate analysis and retirement plan consulting.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Erin Clifford is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at The Wealth Consulting Group and has prior experience with Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of neuro-linguistic programming (NLP) training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive portfolio management along with a range of advisory and legal support services.

Paul Baily is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Palmetto Private Wealth, LPL Financial, and Edward Jones. Outside of his advisory role, he is a licensed insurance professional. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers various portfolio management and consulting services, utilizing a range of securities and third-party managers, and supports flexible engagement models tailored to client needs.

Timothy Calvert is an investment advisor representative at First Citizens Asset Management, Inc. with 26 years of industry experience. He has worked with First Citizens Asset Management since 2006 and First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs global, multi-asset model portfolios with dynamic asset allocation and ongoing monitoring.