Gregory Liro is a financial advisor at Cookson Peirce Wealth Management with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, UBS Financial Services, and Morgan Stanley. Liro serves as treasurer on the board of his local homeowners association in Greenville, South Carolina. Cookson Peirce Wealth Management is a fee-only adviser that provides wealth management, financial planning, and discretionary portfolio management to a range of private and institutional clients. The firm uses a quantitative, rules-based approach to securities selection and manages fixed-income portfolios with investment-grade bonds, offering diversified model strategies and working with third-party managers for specialized asset segments.

Adam Taylor II is a financial advisor at Resolute Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Capital since 2023, with prior experience at TruNorth Advisors and Oxford Advisory Group. Before entering the advisory field, he spent eight years at BYU-Idaho. Resolute Capital serves individual clients, including high-net-worth individuals, as well as family offices, trusts, estates, and private foundations. The firm provides discretionary portfolio management, financial planning, and sub-advisory services, using modern portfolio theory to tailor investment strategies to each client’s goals, risk tolerance, and tax considerations.

Jonathan Mcadams is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Foster Victor Wealth Advisors, where he has worked since 2021. His previous experience includes roles at WCM Global Wealth and Mission Capital Management, LLC. Foster Victor Wealth Advisors provides financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm employs a fundamental-analysis, balanced investment approach with diversified portfolios and customized allocations based on clients’ risk tolerance and needs.

Matthew Dixon is a financial advisor with TruNorth Advisors in Greenville, SC, holding a Series 65 designation and six years of industry experience. He has worked at Resolute Capital, LLC and Black Harbor Advisors, LLC, and owns MBD Services LLC, a licensed insurance agency. TruNorth Advisors offers discretionary portfolio management, financial planning, and sub-advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm utilizes modern portfolio theory with a long-term investment approach, tailoring strategies to client objectives and occasionally using shorter-term trades when appropriate.

Elizabeth Gibson is a Series 66 licensed financial advisor with eight years of industry experience. She currently works with Integris Wealth Management, LLC and previously held roles at Ameriprise Financial Services, Inc., Global View Investment Advisor, JP Morgan Securities LLC, and Morgan Stanley. Outside of her advisory work, she also engages as a shopper for Instacart on a part-time basis. Integris Wealth Management serves individuals, families, trusts, pension and profit-sharing plans, as well as for-profit and not-for-profit corporations. The firm provides investment management and comprehensive financial planning, utilizing a long-term, diversification-oriented investment approach focused on passive mutual funds and ETFs, and manages approximately $812 million across about 344 client relationships.

Jennifer Hagadorn is a CFP® professional with six years of experience at Foster Victor Wealth Advisors, where she has worked since 2020. Prior to joining the firm, she was a student for 15 years. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm uses a balanced, diversified investment approach across multiple asset classes and integrates affiliated services including insurance and real estate offerings.

Robert Victor is a financial advisor at Foster Victor with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Foster Victor Wealth Advisors in 2016, he worked at Northwestern Mutual Investment Management from 2014 to 2016. He is also a member of FV Family Services, LLC, a family office and outsourced CFO services firm. Foster Victor Wealth Advisors provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and various business entities. The firm employs a fundamental-analysis, balanced investment approach, utilizing diversified portfolios and model strategies tailored to client needs.

Michael Catalano is a financial advisor with Freedom Day Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Freedom Day Solutions since 2006. In addition to his advisory role, he is licensed in Texas to sell life insurance and fixed annuity contracts and is a limited partner in Kruecat Ventures, LP. Freedom Day Solutions provides investment management primarily to individual clients, including high-net-worth households, along with retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis to manage assets across ETFs, equities, and fixed income, and may allocate to digital assets for qualifying clients.

Christopher Brown is a CFP®, PFS™, and Series 65 credentialed advisor with 22 years of industry experience. He has worked at Family Legacy, Inc. and William W. Brown, CPA, PA since 1995. Outside of his advisory role, he is a member of Legacy Insurance, LLC, a non-investment consulting business, and he receives trustee fees when acting as a trustee for some clients. Family Legacy, Inc. provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, long-term investment approach focused on high-quality, income-oriented large-cap stocks and tax-aware strategies tailored to client risk tolerance.

Michael Crosby is a financial advisor at Foster Victor Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Artisan Family Advisors, Raymond James Financial Services Advisors, Inc., and Werth Wealth Management LLC. Foster Victor Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and various business entities by providing financial planning, investment management, retirement plan consulting, and family-office style services. The firm employs a fundamental-analysis, balanced approach with diversified portfolios and utilizes third-party platforms and alternative investments tailored to client needs.

Robert Francis is a financial advisor at Wealth Intelligently Navigated, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Goldman Sachs, DB USA Core Corporation, and Deutsche Bank Securities. He joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered firm providing discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting primarily to individuals and high net worth clients. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives and risk tolerances.

Henry Hasty is a Series 65-licensed advisor with six years of industry experience. He is currently with Creekmur Asset Management, LLC and previously worked at Idle Hill Advisors LLC and Financial Gravity Asset Management, INC. Outside of his advisory role, he holds a management position at Insurance Made Easy, which provides insurance, tax, estate, and business consulting services under The Wealth Training Academy. Creekmur Asset Management is a team-based SEC-registered firm managing approximately $800 million for about 1,900 individual and high-net-worth clients. The firm offers discretionary portfolio management alongside a variety of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Walter Todd III is a financial advisor at Greenwood Capital Associates, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Greenwood Capital Associates since 2011. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for around 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting Investment Committee.

Eric Steele is a CFP® with 27 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC. His prior experience includes roles at LPL Financial, Raymond James Financial, and Truist Investment Services. Outside of his advisory work, he is the owner of Upstate Wealth Management LLC, which offers life insurance and annuity products. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan fiduciary services. The firm combines project-based planning and ongoing asset management through fundamental and cyclical security analysis, proprietary model allocations, and access to external money managers.

Martin Shapiro is a financial advisor with Creative Financial Designs, Inc. in Travelers Rest, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Creative Financial Designs since 2013 and has been involved with his business, Magic by Marty, since 1983. In addition to his advisory work, he has a long-standing involvement in the insurance industry. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers specialized strategies such as Biblically Responsible Investing.

Brecken Kanz is a Series 66-registered financial advisor at The AmeriFlex Group with two years of industry experience. Prior to his current role, he worked at Cetera and Cetera Wealth Services. Outside of finance, he is employed as a design engineer at Michelin, where he is responsible for designing internal tire geometry and supporting new product development. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement consulting services with customized strategies delivered via model asset allocations, third-party managers, and discretionary or non-discretionary management.

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has a longstanding background in accounting as the owner and president of The Hultquist Firm CPA, P.C., which he has managed since 2003. Outside of his advisory role, he is involved in agricultural operations as president of Y Knot Farm LLC. 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, primarily discretionary portfolio management and financial planning, utilizing a range of investment strategies and third-party sub-advisors to meet client needs.

Cary Urich is a financial advisor at Consolidated Portfolio Review Corp with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Vanderbilt Securities, LLC and H. Beck, Inc. Outside of his advisory work, he serves as president of EM-Greenville, a nonprofit organization focused on spreading the Gospel. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored to client objectives through strategic asset allocation and supplemental analysis.

Bedford Otey is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has been with Larson Financial Group and its affiliated broker-dealer since 2015. Outside of his advisory role, he performs in opera productions with Intermountain Opera. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on medical professionals. The firm uses a mix of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and offers specialized pension consulting and affiliated services.

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Metric Financial, ASE Private Wealth, Fluor Corporation, and Scansource. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various advisor-specific styles and third-party models.