Jerome Long III is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. He is the founder and president of Loyal Trust Private Wealth, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may utilize third-party money managers and wrap programs.

Robert Gardner Jr. is a financial advisor with IP Financial Advisory Services LLC in Greenville, SC. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include long tenures at Wsg Advisors and Wsg Partners, LLC. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized portfolio construction, discretionary management, and access to third-party managers, emphasizing analytical approaches and services tailored to non-high-net-worth investors and retirement plan participants.

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.

Christopher Barton is a financial advisor at Gradient Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JEHM Wealth & Retirement, Brookstone Capital Management, and MassMutual. In addition to his advisory role, he is engaged in individual life, health, and group insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical analysis.

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.

Micah Usry is a financial advisor at Altitude Capital Management LLC based in Greenville, SC. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Altitude Capital Management in 2026, he worked at Whitney and Associates and The Leazer Group Life Insurance, as well as had roles at Bridgeway Church and Legacy Church. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, employing a variety of approaches including asset allocation and technical analysis, and manages $103.6 million in discretionary assets.

Jon Olson is a financial advisor at Arkadios Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Resource Investment Architects, Inc. and Investment Architects, Inc. Outside of his advisory role, Olson serves as a wrestling official at the high school and college levels and is president of an insurance sales business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers a variety of advisory solutions, including discretionary portfolio management supported by an internal portfolio team, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Jason Weckel is a financial advisor with AlphaStar Capital Management holding a Series 65 credential and 15 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, AE Wealth Management, and Lord and Richards. He is also a partner and advisor at Ironwood Financial Group, where he is involved in analyzing and managing life insurance and fixed annuity products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services, operating with approximately 135 advisors and managing around $2.5 billion in assets.

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 certifications and has previously worked at firms including Crews Financial Advisors, Arkadios Capital, Wealth Management Advisors, Triad Advisors, SFA Financial LLC, and Citigroup Global Markets. In addition to his financial advisory work, he is a practicing attorney specializing in estate planning and probate and serves on the board of the South Carolina Transplant Foundation. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management and financial planning, utilizing a range of active, passive, tactical, and ESG-aware strategies, as well as third-party sub-advisors and specialist strategies.

Jeremy Weaver is a PFS™ credentialed advisor at Eversource Wealth Advisors, LLC with four years of industry experience. He previously worked at Blue Trust for seven years and Planfirst for five years before joining Eversource Wealth Advisors in 2026. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, investment advisory, and consulting services. The firm supports a national network of advisors with multiple investment programs and also acts as a manager of private pooled investments and a provider of private markets access.

Alexander Schaefer is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with Berthel Fisher since 2008 and also has a decade of experience with BFC Planning, Inc. In addition to his advisory work, Schaefer is involved in investment advice partnerships and serves as a president of a personal LLC. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers tailored investment management and planning through multiple platforms and delivery models, including discretionary and non-discretionary management and third-party arrangements.

Joseph Kuckel is a financial advisor with OneAscent Financial Services LLC in Greenville, SC. He holds a Series 65 designation and has been with OneAscent since 2024. Prior to his advisory role, he worked at Monster Ballroom and Cracker Barrel and has experience in education at the middle and high school levels. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based platforms and overlay managers.

Kimberly Smith is a financial advisor at Cary Street Partners with four years of industry experience. She holds the Series 66 designation and previously worked at Truist Investment Services, Inc. and BB&T. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving diverse client niches including state and municipal government entities and insurance companies.

Eric Morris is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Cary Street Partners since 2023 and previously held roles at Truist Advisory Services, BB&T Securities, and Scott & Stringfellow, among others. Outside of his advisory work, he is involved in residential real estate through ownership in two LLCs that purchase and manage rental properties in the Greenville, SC area. Cary Street Partners provides investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal entities as well as insurance companies.

Joshua Speese is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes positions at Wells Fargo Bank NA, Wells Fargo Advisors, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America from 2010 to 2021 before joining TD in 2021. Outside of his advisory role, he is co-owner of the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third‑party managers.

Chad Finch is a financial advisor at FIFTH THIRD SECURITIES, Inc. based in Greenville, SC, holding Series 65 and Series 63 designations with five years of industry experience. His work history includes roles at Fifth Third Bank, Usha, Tiaa, Fedex, and United Community Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, allowing clients to select strategies based on their risk profiles and investment goals.

Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.