David Koppenheffer is a CFP® and Series 65-licensed advisor at Forvis Mazars Wealth Advisors, LLC with 10 years of industry experience. He previously worked at Dixon Hughes Goodman Wealth Advisors and FORVIS Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit that provides financial assistance and education, where he contributes to marketing and investment oversight on a voluntary basis. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofits, offering financial planning, investment management, and consulting services. The firm employs a customized investment approach focused on asset allocation and diversification, combining active and passive strategies within an integrated service model that includes tax, accounting, and family-office support through its parent company.

David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of industry experience. His prior roles include positions at Phillip Allen, Inc. and New York Life Insurance Company. Kuzmic has also been involved with several organizations outside finance, including Bob Jones University and Greenville Outdoor Living. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options, pension consulting, and college-savings assistance. The firm manages approximately $2.0 billion across multiple advisor-managed and third-party platforms.

Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with nine years of industry experience. He has held positions at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, Inc., and NYLIFE Securities LLC. Outside of his advisory role, he is a senior business consultant for Horizon Private Wealth and owns Jetcor LLC, a real estate business. 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, financial planning, and consulting services, employing a mix of passive, active, tactical, and ESG-aware strategies in primarily discretionary portfolios.

Jonathan Shinkle is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Idle Hill Advisors LLC, Health Horizons Medicare Solutions, and the Virginia Air National Guard. Outside of finance, he has been involved with Health Horizons Medicare Solutions since 2021. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methods while offering portfolio management, financial planning, and consulting services.

Christopher Ward is a financial advisor at Calton & Associates, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory work, Ward helps operate his family’s cattle and hay farm and serves as a boys’ golf coach at Pickens High School. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning. The firm integrates multiple investment approaches and offers both direct account management and third-party money manager options.

Steven Phillips is a CFP® practitioner with five years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has previous experience at FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, and Greenleaf Trust. He is based in Greenville, SC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations with financial planning, investment management, and consulting services. The firm emphasizes customized asset allocation and a disciplined investment approach that integrates active and passive strategies and offers coordinated services alongside tax and family-office solutions.

Garrett Minton is an advisor at Belpointe Asset Management LLC with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Robinhood Markets, and The Vanguard Group. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and co- or sub-advisory relationships.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at IFG Advisory since 2021 and has previous experience with LPL Financial, Wells Fargo Clearing, and BB&T Investment Services. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and investment instruments and incorporates third-party managers and models to tailor strategies to client objectives.

Jody Howard is a financial advisor at Ascentis Independent Advisors, LLC in Greenville, SC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including ORG Partners, LLC, Sanders Morris Harris LLC, and Equitable Advisors. Outside of advising, he is an independent insurance agent involved in selling fixed and variable insurance products. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and private direct investments, with ongoing portfolio monitoring and rebalancing.

Michael Kuckel is a CFA® charterholder with 17 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Bank of America and Merrill. In addition to his advisory work, he serves as a pastor and elder at Greenville Community Church and teaches as an adjunct professor at North Greenville University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Mutual of Omaha and its affiliated entities since 1999. Outside of advisory services, he works as an insurance agent through Cieluch Insurance & Retirement Solutions, focusing on various insurance products including fixed annuities, health, life, and Medicare plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions through MOIS-approved model portfolios and third-party money managers.

Brian Barbee is a CFP® with seven years of industry experience, currently serving at Root Financial Partners. His background includes roles at Edward Jones and Fidelity. Prior to his financial career, he worked in apparel design at OOBE Apparel Design Group for three years. Root Financial Partners offers investment management and comprehensive financial planning for individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programs and online academies separate from advisory services.

Delores Thomsen is a financial advisor with Capital Investment Advisory Services, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. She has been with Capital Investment Group, Inc. since 1993. Outside of her advisory role, she owns and operates Abstratika, an online art business. 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, using a combination of analytical methods and regular portfolio reviews.

Noel Swain is a CFP® with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Cambridge Investment Research Advisors, Inc. and Transamerica Financial Advisors. Outside of financial advising, he is an independent insurance agent for various companies. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm utilizes a combination of fundamental, technical, cyclical, and charting analyses, and incorporates third-party managers and tax-efficient strategies in its portfolio supervision.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Timothy Bennett is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 25 years of industry experience, including prior roles at LPL Financial, Momentum Independent Network Inc., Waddell & Reed, and Citigroup Global Markets. Outside of advisory work, he has been involved with Bentley Development and Construction LLC. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and various investment instruments, managing portfolios through sub-advisors and third-party managers, and offers specialized services such as real estate analysis and retirement plan consulting.

Thomas Pitts Jr. is a financial advisor at Kinetic Investment Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers Life and its affiliated entities. Outside of advising, he owns a dormant LLC, Anchor Food Group. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, diversified investment approach using multiple analytical methods and may allocate to higher-risk, illiquid assets when appropriate.

Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining Trek Financial in 2018, he worked at Horter Investment Management, LLC. Outside of advisory roles, he is co-owner of Beta-Blue Print, a software business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporates AI tools under governance, and provides a wide range of model strategies and alternative investment options.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with Series 63 and Series 65 credentials and three years of industry experience. He previously worked at The Nalls Sherbakoff Group, LLC and has a background that includes service in the U.S. Army. In addition to his advisory role, he owns and serves as the primary consultant for Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through various advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing both advisor-driven and model-based investment strategies.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.