David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Thomas Blottenberger is a CFP® and ChFC® with 15 years of industry experience. He is currently with First Financial Coaching, Inc., where he has worked since 2025, following eight years at Paradigm Shift Financial, LLC and seven years at Guardian Life Insurance Company. Outside of his advisory work, he is involved in mindset and performance coaching through Risk Reward Agency and provides a debt management tool via Sora Finance. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by offering investment advisory services, retirement plan consulting, and financial education. The firm provides non-discretionary investment advice and written financial analysis, often coordinating with a third-party asset manager for discretionary portfolio management, while emphasizing investment education and workshops.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Curran Financial Partners since 2022. Prior to joining the firm, he was involved with Maine Sport Outfitters and holds a license to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive, index-based portfolios and active management with a focus on technical analysis, and offers sub-advisory services to an exchange-traded fund.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.

Katherine Livingston is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Synovus. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management along with access to accounting services through a referral arrangement. The firm serves as a sub-adviser to The God Bless America ETF and employs client-specific investment policies that incorporate goals, risk tolerance, and other factors.

Maxwell Blumberg is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. His past roles include positions outside finance such as with Adventure Enablers and Terrapins Turf. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment approaches with technical analysis as a key method. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.

Temiloluwa Adesodun is a financial advisor at Bellars Harris Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Bellars Harris, Temiloluwa held positions at SearchX, NB Handy, and Custom Digital Solutions. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans, employing a fundamentally driven, long-term investment approach customized to client objectives. The firm also offers retirement plan advisory, estate-planning coordination, and family-office style services.

Evan Quirk Garvan is a Series 65-credentialed financial advisor with Natural Investments, bringing seven years of industry experience. He has been with Natural Investments since 2015 and also works part-time with North Asheville Renovation and Repair, focusing on small renovation projects on historic homes. Natural Investments is a values-focused advisory firm serving individual clients—including high-net-worth households—as well as institutions and charitable entities, with an investment approach centered on asset-class diversification and socially responsible investing.

Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental and technical analysis.

Christine Kriegl is a financial advisor at Curran Financial Partners, LLC with 13 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Fidelity Investments and Ameriprise prior to joining Curran Financial Partners. She is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management using technical analysis, and also serves investment company clients through sub-advisory services to an ETF.

Alan Pedraza is a financial advisor with Burgess Investment Group, LLC, holding a Series 65 credential. He has two years of industry experience and previously worked at Lowe's and has been associated with Clemson University and other organizations. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.

Aaron Causey is a financial advisor at Curran Financial Partners, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at Ameriprise and Blue Trust, as well as experience outside finance at Grace & Grit Restaurant. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, utilizing both passive index-based and active management strategies with a focus on technical analysis. The firm also offers sub-advisory services to an exchange-traded fund and integrates insurance products through licensed advisor representatives.

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and serves as CEO of The Meister Agency, LLC, an insurance business. She also manages administrative duties at Meister Integrated Composites, a light industrial equipment company. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

William Bendt is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capitol Securities Management since 2015. His prior experience includes roles at JHS Capital Advisors, LLC and Scott & Stringfellow, LLC. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses. The firm offers portfolio management, comprehensive financial planning, consulting, and various wrap fee programs, operating as both a broker-dealer and registered investment adviser.

Stanley Katz is a financial advisor with OneSeven in Daniel Island, SC, holding Series 63 and Series 65 registrations and possessing 43 years of industry experience. He has worked at Fortune Financial Services, Inc. and MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc. since 2019, and previously at Ross, Sinclaire & Associates, LLC. Katz serves on the marketing committee of The Dayton Foundation, a community foundation, where he provides professional insight on customer outreach. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management, financial planning, and retirement-plan consulting. The firm typically employs diversified portfolios with mutual funds, ETFs, and individual securities, utilizing a primarily long-term investment approach complemented by due diligence and flexible trading strategies.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.