Rhonda Fisher is a financial advisor at Gradient Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Secure Financial Solutions, Inc. for 16 years, where she was an owner and investment advisor representative. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Helena Benedetto Erman is a financial advisor with Jacobi Capital Management, LLC, holding a Series 65 credential and one year of industry experience. She has worked at Jacobi Capital Management since 2024 and previously at NorthStar Financial & Retirement Planning from 2019 to 2024. Outside of her advisory role, she is also involved in fixed insurance sales, including life, fixed annuities, and long-term care products. Jacobi Capital Management advises individuals, high-net-worth clients, and institutional accounts on a limited discretionary basis, offering financial planning, consulting, and portfolio management. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and utilizes both algorithmic programs and hands-on oversight in portfolio construction.

Maximilian Clifford is a financial advisor at The Wealth Consulting Group with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at North Star Resource Group, Minnesota Life Insurance Company, and CRI Securities, LLC. He is based in Greer, SC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and offers additional services such as fiduciary plan sponsor support and integration with legal-service pathways.

Emil Brost Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at AE Wealth Management and Advisors Excel. Brost is also the host of a radio show called Common Sense Retirement Planning. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Daniel Zakes is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2017. He also works with Phillip Allen, Inc. in an insurance sales role. Prior to his advisory career, he had a brief engagement with Red Elm Landscaping. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisory platforms, offering both discretionary and non-discretionary portfolio management through various investment vehicles.

Thomas Plemmons is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Upstate Wealth Management since 2016. Outside of his advisory role, he serves as a board member of the Greater Inman Chamber of Commerce. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing a proprietary advisory platform and offering access to third-party manager programs.

Debra Carmody is a financial advisor with AlphaStar Capital Management in Boiling Springs, SC. She holds Series 63 and Series 65 designations and has 10 years of industry experience. Her prior roles include positions at Shawmut Corporation, Shankland Financial Advisors, and Ethos Wealth Group. She is also a licensed insurance agent. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management with both predefined model portfolios and custom strategies that utilize quantitative analysis and third-party research.

Michael Finnie is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at LPL Financial, J.W. Cole Advisors, Securities America Advisors, and Usadvisors Wealth Management. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages client assets across multiple programs.

Lawrence Hart is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2018, following three years at Williams Financial Management. Outside of his advisory role, he serves as chairman of the board of trustees at Reidville Road Church in Moore, SC. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Blane Bailley is an investment advisor representative with Regal Investment Advisors LLC based in Greenville, SC. He holds the Series 65 designation and has four years of industry experience. Prior to joining Regal, Bailley worked at Benefits in a Card, Cintas, and Southern Valet & Transportation. He also operates Bailley Group Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals and corporate accounts. The firm provides proprietary and third-party model portfolios with discretionary implementation and rebalancing authority.

Paul Bailley is a financial advisor with Regal Investment Advisors LLC in Greenville, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Regal Investment Advisors since 2015 and also operates Bailley Group Wealth Management. Bailley is a licensed insurance agent offering life insurance, disability, fixed, and fixed indexed annuities, and he holds a passive ownership stake in the Maine Nordiques junior hockey team. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios with a range of asset classes and uses a discretionary approach implemented through financial advisers.

Wesley Palmer is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Madison Avenue Securities since 2017 and previously at Capital Investment Group, Inc. from 2015 to 2017. Outside of his advisory role, Palmer is involved in fitness coaching and workout design through Virtual Gym, LLC and Team Kattouf Affiliate. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and financial planning services across multiple account platforms, employing various analytical and allocation strategies.

Bryce Veazey is an advisor at Madison Avenue Securities, LLC with a Series 65 credential and no prior industry experience. He previously held roles outside the financial sector, including work at Royal Alaskan Movers and SSS Offroad. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisors, offering portfolio management through a variety of models and investment vehicles.

Welton Smith Jr. is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 63 designation and 39 years of industry experience. He has been with Capital Investment Advisory Services since 2009 and has worked with Capital Investment Group, Inc. since 2004. Smith serves on the board of Civitan International, a charitable organization involved in allocating charitable gifts and reviewing investment policies. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Charles Crews Jr. is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Crews Financial Advisors, Arkadios Capital, Wealth Management Advisors, Triad Advisors, and SFA Financial. In addition to his financial advising career, he practices law focusing on estate planning and probate, and serves as a board member for the South Carolina Transplant Foundation. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of investment strategies including passive, active, and ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Joseph Carter is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at IAMS Wealth Management and Palmetto Senior Benefits. Carter is also the owner of J. Carter & Associates, where he is involved in life and health insurance, annuities, and property and casualty services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers services including asset management, financial planning, and retirement-plan fiduciary management through a network of approximately 97 advisors.

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 financial advisor with Guardian Life, holding a Series 66 license and one year of industry experience. He has worked at several firms including Raymond James Financial Services Advisors, Inc., and Park Avenue Securities. Outside of his advisory role, he is involved with Hucks Financial Services, LLC in a non-investment capacity. William is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment advisory programs using in-house and third-party models.

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 credentials and bringing 45 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 and a commission member 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 client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers across various wrap programs and unified managed accounts.