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 Series 63, 65, and 66 designations and has worked previously at Northwestern Mutual Investment Management. He is a member of FV Family Services, LLC, which provides family office and outsourced CFO services. Foster Victor Wealth Advisors offers financial planning, investment management, retirement plan consulting, and related services to individuals, high-net-worth clients, and various business entities. The firm uses a fundamental-analysis, balanced approach to constructing diversified portfolios and incorporates family-office style services tailored to clients’ risk tolerance and financial goals.

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.

Luke Powers is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He currently works at Visionary Horizons, LLC and previously held roles at Vanbridge, Southwestern Investment Group, Sagespring Wealth Partners, and Raymond James Financial Services. Visionary Horizons provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm constructs model portfolios informed by third-party research and uses equities, fixed income, ETFs, mutual funds, options, and alternatives, while incorporating AI tools in its service delivery.

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.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.

Thomas Andrews is a CFP® professional with 25 years of industry experience. He is currently with Integrated Advisors Network LLC and Capital City Financial Partners, having held prior positions at Fidelity Investments and Strategic Advisors, Inc. Andrews operates an affiliated investment advisory business under a DBA through Capital City Financial Partners. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a risk-profile framework and combines fundamental and quantitative analysis to manage portfolios, frequently utilizing third-party sub-adviser platforms and offering a range of advisory and financial planning services.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade prior to joining Perigon in 2021. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction aligned with clients’ goals and risk tolerance, and it offers discretionary portfolio management along with oversight of sub-advisors and wrap-fee programs.

Mathew Hultquist is a financial advisor at Fortis Capital Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes two years at Bradford Investment Management and over two decades as the owner and president of The Hultquist Firm CPA, P.C., a CPA firm. Outside of his advisory work, he manages a farm operation, Y Knot Farm LLC, where he grows crops. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using a combination of discretionary management, various investment styles, and ESG options, overseeing $1.615 billion in discretionary assets under management as of December 31, 2025.

Robert Leatherwood is a financial advisor at AlphaStar Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Brookstone Wealth Advisors and R&R Financial Advisors. Outside of his advisory role, he is a consultant for Empower Law & Mediation, serves as a bookkeeper for Russell Community Church, and acts as a financial coach for Stokes CPA. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, and small businesses. The firm utilizes both predefined model portfolios and custom strategies, combining strategic asset allocation with quantitative and tactical analysis, and offers services such as portfolio management, financial planning, and retirement plan consulting.

Cary Urich is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Vanderbilt Securities, LLC, and H. Beck, Inc., among others. Outside of 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 advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a mix of discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis tailored to client objectives.

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC in Greenville, SC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work experience includes roles at Metric Financial, LLC and ASE Private Wealth, as well as positions outside finance at Fluor Corporation and Scansource. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for various clients, including high-net-worth individuals and institutions. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios and providing administrative services to affiliated funds and other advisers.

Andrew George is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at MAU Workforce Solutions for 13 years. In addition to his advisory role, he serves as an Operations Administrator at PROVISTA WEALTH ADVISORS, where he supports daily operations including money movement, trades, account openings, and financial plan development. Kestra Private Wealth Services, LLC provides investment advisory services to individuals and institutional clients through independent advisors and multi-advisor teams. The firm offers access to a wide range of investment products and platforms and manages approximately $13.45 billion in client assets across over 200 advisors.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

Gabrielle Cafalone is a financial advisor at Cornerstone Wealth with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Mutual Securities, Inc., Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

David Koppenheffer is a CFP® and Series 65 credentialed financial advisor with 10 years of industry experience. He currently works at Forvis Mazars Wealth Advisors, LLC and has previously held roles at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors. He serves on the advisory board of MICAH Program, Inc., a nonprofit providing financial assistance and education. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser that offers financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and integrates tax and accounting services through its affiliation with Forvis Mazars, LLP.

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.