Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Mutual of Omaha Investor Services since 2013 and has worked with Mutual/United of Omaha since 1999. Outside of advisory services, he operates Cieluch Insurance & Retirement Solutions, focusing on insurance products including fixed annuities, health, life, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management programs.

Joshua Spencer is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Palmetto Private Wealth, LPL Financial, and Edward Jones. Spencer is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

Thomas Pitts Jr. is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Bankers Life and Wall Street South Insurance and Wealth Management. He was formerly the owner of a restaurant business that has been dormant for over a decade. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and when suitable, individual securities, while offering a technology-driven platform that supports advisers with model portfolios, third-party manager oversight, and operational services.

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.

Robert Felts is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has served at First Baptist Church Simpsonville since 2014. Felts also worked at Anderson University from 2014 to 2018. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based and UMA platforms along with tax-overlay and automated programs.

Shane Conway is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Galloway Asset Management, Granite, Govgistics, and Concentrix. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a mix of strategic allocation and tactical adjustments.

Pamela Harrison is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Berthel Fisher & Company Financial Services. She also operates Harrison Financial, a separate financial advisory business based in Simpsonville, SC. Secure Asset Management primarily serves individual clients across a range of net worth levels, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts using third-party platforms.

Erin Clifford is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and six years of industry experience. She has worked previously at 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 NLP training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and manages portfolios through active and passive investments, model portfolios, and algorithmic guided services.

Andrew Kessler is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RFG Advisory, LLC. He has previously worked at AW Securities and Allworth Financial, L.P. from 2015 to 2023. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive ETF/mutual fund models, direct indexing, and tax-aware strategies, and offers access to proprietary models, alternative investments, and retirement plan consulting.

Adam Clements is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with IAMS Wealth Management, LLC and has worked at Rampart Financial, Inc. since 2020. Adam is also the owner of Rampart Financial Inc., where he acts as an insurance agent specializing in life, health, and long-term care insurance products. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other business entities. The firm manages accounts on a discretionary basis using model-based strategies and offers a range of instruments including equities, ETFs, fixed income, direct indexing, and structured products.

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.

Matthew Glass is a financial advisor with Altitude Capital Management LLC in Greenville, SC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Brookstone Wealth Advisors and Glass Financial Group, as well as extensive experience at Asbury Automotive. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is individualized and emphasizes maintaining long-term purchasing power through various strategies, managing accounts primarily on a discretionary basis.

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.

Timothy Doozan is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keel Point, LLC since 2016. He is also involved with Keel Point Capital, LLC and owns Clear Financial Concepts, an entity used for business expense management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, retirement plan, and corporate clients. The firm employs a team-based blend of fundamental and quantitative analysis to provide customized portfolio management and consulting services across various asset classes.

Terrell Boone is a Series 66-credentialed financial advisor with 18 years of industry experience. He has worked at IFG Advisory, LLC and LPL Financial LLC since 2021, and previously at Wells Fargo Clearing and Wells Fargo Advisors. Boone provides investment advisory services through IFG Advisory, an independent registered investment advisor. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and implements portfolios with sub-advisors, third-party models, and managers, while also managing held-away assets to align with clients’ financial goals.

Zoe Bender is a CFP® professional with five years of industry experience. She is currently with Summit Financial, LLC and has prior experience at Bank of America, Merrill, and other financial firms. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to tailor client portfolios.

Eric Gaddy is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. His prior roles include positions at Shankland Financial Advisors, Integrated Financial Strategies, and Capital Investment Group. Mr. Gaddy is also the author of *Retirement Made Simple*, a book on retirement topics. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models.

Ronald Balkus is a financial advisor at Gradient Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been involved with Palmetto Senior Benefits since 2013. In addition to his role at Gradient Advisors, he owns Balkus Wealth Management and Balkus Insurance Services Inc., both based in South Carolina. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors and manages nearly $1 billion in assets, using a non-discretionary investment approach combined with financial planning on fixed-fee or hourly terms.