Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, W&S Brokerage Services, and Western Southern Life. Baer 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 utilizes both passive and active investment strategies, including technical analysis, and serves as a sub-adviser to an exchange-traded fund with a political-activity screen.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. 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 incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

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.

Luke Parton is a ChFC® credentialed financial advisor at Adaptive Financial Consulting, LLC with 13 years of industry experience. He has been with Adaptive Financial Consulting since 2016 and is also an independent licensed insurance agent. Adaptive Financial Consulting, LLC is a six-advisor team based in Mount Pleasant, SC, managing approximately $547 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars for small business owners, employing a range of analytic approaches and customized portfolio strategies.

Matthew Foederer is a financial advisor at Sovereign Financial Group, Inc. with a Series 65 license and two years of industry experience. His prior roles include positions at LPL Financial LLC, Hilltop Wealth Advisors, and Credit Suisse. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach using low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis with AI tools.

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.

Daniel Ruedi is a CFP® professional with nine years of industry experience, currently serving at Ruedi Wealth Management, Inc. since 2015. He is based in Johns Island, SC, and holds a Series 65 license. Ruedi Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $432 million in assets. The firm provides discretionary portfolio management and financial planning to individuals, trusts, retirement plans, and corporations, emphasizing diversified, buy-and-hold portfolios primarily using passive mutual funds and ETFs.

James Morris is a financial advisor with Morris Financial Concepts, Inc. in Mount Pleasant, SC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Apella Wealth for one year and has been with Morris Financial Concepts for 12 years. Morris Financial Concepts serves individual investors, small businesses, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, discretionary portfolio management, and pension consulting, delivering investment management through customized portfolios primarily using mutual funds and ETFs, while coordinating financial planning with an affiliated tax and accounting firm.

Frederick Brubaker Jr. is a CFA® charterholder with five years of industry experience. He has been with Prentiss Smith & Company, Inc. since 2007. Prentiss Smith & Company provides discretionary investment management primarily for individuals, trusts, estates, charitable organizations, corporations, and endowment funds. The firm employs a long-term growth at a reasonable price (GARP) investment style that combines quantitative screening with fundamental analysis and offers both total-return and relative-return approaches.

Daniel Callahan is a CFA® charterholder with 14 years of industry experience. He is currently with Ironview Capital Management, LLC, a team of 10 advisors based in Charleston, SC. His prior work experience includes roles at Summit Financial, Capasso Planning Partners, JBJ Invest, QUESTIS, and Morris Financial Concepts. Ironview Capital Management serves a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm offers discretionary portfolio management, pension consulting, and financial planning, using a blend of fundamental, technical, and quantitative analysis along with various investment strategies including derivatives and private funds.

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.

James Carroll is a financial advisor at Ballast Rock Private Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Toroso Investments and Longurn Capital Management. Ballast Rock Private Wealth offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm’s investment process integrates fundamental analysis, modern portfolio theory, and quantitative analysis to tailor portfolios based on clients’ goals, time horizons, and risk tolerances.

Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

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.

Christopher Battreall is a CFP® professional with 26 years of industry experience. He is currently with Precision Wealth Strategies, LLC and previously worked at United Capital Financial Advisors, Goldman Sachs & Co, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he owns Gotham Consulting LLC, which provides board of director services to wealth management firms. Precision Wealth Strategies, LLC offers comprehensive financial planning and investment management services to individuals, corporations, trusts, and retirement plans. The firm employs a "Life-Timing Allocation" investment approach that segments assets by time horizon to align with clients’ cash-flow needs and risk tolerance.