Kenneth Millar is a financial advisor with Saxony Capital Management, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. Prior to joining Saxony Capital Management, he worked at Cabin Securities, Inc. and has also been involved with Peak Realty Advisors LLC, a real estate brokerage firm he owns. He serves as an Arizona Republican Party Precinct Committeeman, engaging in local party activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm uses a multi-team model offering discretionary asset management and financial consulting, employing a variety of investment strategies and conducting due diligence on third-party managers.

Joseph Carter is a Series 65-licensed financial advisor with Sequent Planning, LLC, bringing three years of industry experience. He has worked with IAMS Wealth Management and Palmetto Senior Benefits, and he also operates J. Carter & Associates, providing life and health insurance as well as annuities and property and casualty products. Sequent Planning, LLC, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and diversified investment strategies.

Daniel Lancaster is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as a Notary Public in Spartanburg, providing notary services on a voluntary basis. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

William White is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Guardian Life and is affiliated with Park Avenue Securities, where he provides brokerage and investment advisory services. His prior experience includes roles at Raymond James Financial Services and Greenville County School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of services including financial planning, advisory solutions, and group education, utilizing both discretionary management and model-based strategies supported by proprietary and third-party platforms.

Jeffrey Stone Jr. is a CFP® with 19 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at LPL Financial, Wells Fargo Clearing, First Citizens Asset Management, and Waddell & Reed. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Megan Briscoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. Her prior roles include positions at J Biance Wealth Management, J Biance Financial, Purpose Equity, D'Alberto Graham & Grimsley, and the Neumann Law Firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients through a standardized platform approach.

William Blackford is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he serves as Chairman of the Board for the Spartanburg Memorial Auditorium, a local municipal venue for entertainment and events. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipalities, offering brokerage services, financial planning, and multiple advisory programs.

Erin Despres is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Truist and its predecessor firms since 2016, including roles at SunTrust Advisory Services and Wells Fargo Clearing. Outside of her advisory work, she has served as a sales consultant for nutritional supplement and environmentally friendly cleaning products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm’s investment approach includes asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, supported by an integrated multi-affiliate platform.

Thomas Ownbey is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that blends discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Michael Helms is a CFP® and PFS™ with 23 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at WealthShield Partners, LLC and Evergreen Financial Services, Inc. Helms is also a licensed accountant and provides CPA and tax services to clients. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee and manages over $122 billion in assets through a large advisor network and multiple program options.

Gabriel Bowman is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 63 licenses and possessing 18 years of industry experience. He has worked at Janney Montgomery Scott since 2022, following six years at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Allen Secor Jr. is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he serves as President of Great Lakes Financial Group, Inc., a marketing company, and is a director of The Norman A. Schoell Charitable Foundation. He is also involved in humanitarian projects as manager of the Secor Family Assembly and plays bass trombone in big bands. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model portfolios. The firm incorporates both traditional asset allocation and tactical strategies, including market-timing and momentum-based approaches, across its multiple branded platforms.

Dena Wofford is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has 19 years of industry experience and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various wrap and advisory programs.

Susan Crump is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Truist and its predecessor firms since 1998, including roles at Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Raines is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, he is the managing director of Romeo Romeo, LLC, an aircraft ownership and lease business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John Gifford is a financial advisor at NewEdge Advisors with over 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at LPL Financial and CRESCOM BANK. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Alex Fiedler is a CFP® professional with 8 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held various roles within Truist Investment Services and BB&T since 2018. Prior to his advisory career, he worked at Clemson University and with the Greenville Drive. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support portfolio management and oversight.

Veronica Pinckney is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GWFS Equities, Inc. and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and savings rates in its planning approach, offering integrated services closely linked to Empower’s recordkeeping and administrative platforms.

Michael Carson is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Banc of America Investment Services, and BB&T Investment Services. He serves as a board member of the Hope Center for Children in Spartanburg, SC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, advisory programs, and asset management through both in-house and third-party managers.

Michael Baloy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at BB&T Securities and Truist Investment Services. Outside of advising, he is the sole proprietor of Baloy Holdings LLC, an investment vehicle focused on cloud storage infrastructure. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools as part of its investment and manager-selection processes.