Stewart Smith is a financial advisor with AlphaStar Capital Management in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at several firms including New York Life Insurance Company and AE Wealth Management, and is currently president and owner of Clearpath Retirement Planning, LLC. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical model portfolios and employs third-party portfolio construction technology to support its investment processes.

James Wynn III is a financial advisor with AlphaStar Capital Management in Greenville, SC. He holds Series 65 and Series 63 designations and has five years of industry experience. Prior to joining AlphaStar, Wynn worked at Alight Financial Advisors and several other firms. He is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies incorporating various asset types and utilizes third-party technology for portfolio construction and tax optimization.

James Yarbrough Jr. is a financial advisor at SeaCrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Idle Hill Advisors LLC and Stonebridge Wealth Management, Ltd. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and uses both internal and third-party artificial intelligence tools to support decision-making.

Robert Roach is a CFP® with 16 years of industry experience, currently serving as a financial advisor at BFC Planning, Inc. since 2017. He previously worked with Royal Alliance from 2010 to 2017. Outside of advising, Roach serves as Chair of the Programs Committee for the YMCA Caine Halter Board and is involved with the United Way of Greenville County’s Campaign Cabinet. He also acts as an agent for contract negotiations for professional golf players and holds a CFO role overseeing finances for a construction and design company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets and over 11,000 client relationships, offering flexible fee structures and access to multiple investment platforms and sub-advisers.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at The Nalls Sherbakoff Group, LLC and has a background that includes service in the U.S. Army. In addition to his advisory role, he owns and serves as the primary consultant for Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through various advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing both advisor-driven and model-based investment strategies.

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.

Marcel Kelley is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, AE Wealth Management, and Oak Harvest Investment Services. In addition to his advisory roles, Mr. Kelley serves in the U.S. Coast Guard Reserves as a maritime enforcement specialist. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and third-party sub-advisers.

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.

Andrew Kessler is a CFP® with 13 years of industry experience, currently with RFG Advisory, LLC. He previously worked at AW Securities and Allworth Financial, L.P. for eight years, and at Founders Financial Securities LLC for one year. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing model strategies and third-party platforms, while also serving as an ERISA fiduciary for retirement accounts and plan sponsors.

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.

Emmet Martin is a financial advisor with Trustmont Advisory Group, Inc. in Mauldin, South Carolina, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Trustmont Advisory Group and its affiliated entity, Trustmont Financial Group, since 2010. Outside of his advisory role, Martin owns a notary service and is involved in insurance sales, including fixed and fixed indexed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook and manages approximately $1.1 billion in discretionary assets as of December 31, 2024.

Dean Livingston Jr. is a financial advisor with SeaCrest Wealth Management, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with SeaCrest Wealth Management since 2009. SeaCrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and incorporates tools such as artificial intelligence to support decision-making.

Joseph Davies is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Stewart Smith Financial. Outside of his advisory role, he is involved in insurance sales through Clearpath Retirement Planning, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers both predefined model portfolios and custom strategies, employing a combination of strategic asset allocation, quantitative analysis, and tactical approaches, and provides a range of portfolio management and consulting services.

Michael Wade is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2018 and previously spent seven years at Foresters Equity Services, Inc. Wade also owns and operates Wade Financial, Inc., providing insurance planning services. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, third-party co-advisory and solicitor arrangements, and fee-based programs on the Hilltop/Envestnet platform. The firm offers both discretionary and non-discretionary account management with routine client reviews and maintains dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Robert Allamon is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brookstone Wealth Advisors, RR Financial Advisors, AE Wealth Management, Lord and Richards, and Brookstone Capital Management. He is also involved as a title agent with E4 Insurance Services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based investment programs with features such as tax overlays and outsourced CIO services.

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.

Ronald Balkus is a Series 65-licensed financial advisor with Gradient Advisors, LLC, based in Greenville, SC, and has two years of industry experience. He has also been involved with Palmetto Senior Benefits since 2013. Balkus owns and operates Balkus Wealth Management and Balkus Insurance Services Inc., focusing on advisory and insurance services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary approach that incorporates risk analysis and various investment methods.

Jonathan Polson is a financial advisor at Silver Oak Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Southern Trust Wealth Management and Morgan Stanley. Outside of his advisory role, he is also employed in outside sales at Waste Management and provides life insurance and fixed annuity options through Southern Trust Wealth Management. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Helena Benedetto Erman is a financial advisor at Jacobi Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at NorthStar Financial & Retirement Planning and Koch Insurance Brokers. In addition to her advisory role, she is involved in fixed insurance sales, including life, fixed annuities, and long-term care products. Jacobi Capital Management serves individual, institutional, and retirement plan clients by offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary investment process combining fundamental analysis with a multidisciplinary framework, providing personalized investment strategies and access to algorithm-driven model portfolios under adviser oversight.

Eric Craven is an associate advisor at AlphaStar Capital Management with six years of industry experience. He holds Series 63 and 66 licenses and previously worked at Bank of America, Merrill, and Brookstone Wealth Advisors. Outside of his advisory role, he is involved with Ironwood Financial Group, focusing on insurance services. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other advisers. The firm employs a strategic asset-allocation approach combined with quantitative analysis and offers both model and custom portfolio strategies.