Susan Campion is a financial advisor with First Citizens Asset Management, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Citizens Asset Management since 2012 and also works with First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, employing global, multi-asset model portfolios across various implementation frameworks with dynamic asset allocation and ongoing monitoring.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Gregory Towner is a financial advisor at The Fiduciary Alliance with 15 years of industry experience. He holds the CFA® designation and Series 63 license and has been with The Fiduciary Alliance since 2016. 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 employs a combination of fundamental, technical, cyclical, and charting analysis in its investment approach and offers discretionary portfolio management alongside estate planning, risk management reviews, and access to third-party insurance resources.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Robert Allison is a financial advisor with Gradient Securities, LLC in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Gradient Securities in 2019, he worked at Securities America Advisors and SECURITIES AMERICA, inc. from 2016 to 2019. He is also the publisher of a book he self-published in 2010. Gradient Securities, LLC provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often involving third-party managers.

Erin Clifford is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at The Wealth Consulting Group and has prior experience with Minnesota Life Insurance Co, Securian Financial Services Inc, and LPL Financial LLC. Outside of her advisory role, she is a business owner and practitioner of neuro-linguistic programming (NLP) training. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, and retirement plan clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive portfolio management along with a range of advisory and legal support services.

Adam Clements is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with IAMS Wealth Management, LLC and Rampart Financial, Inc., where he is also an owner and insurance agent specializing in life, health, long-term care insurance, and annuities. His prior experience includes roles at Estate Planning Strategies, Inc. and self-employment in related fields. IAMS Wealth Management, LLC provides investment advisory and financial planning services to individual investors, corporations, retirement plans, trusts, and other entities. The firm employs discretionary portfolio management using proprietary and third-party models and offers a range of services including ERISA plan support, brokerage, and standalone financial consulting.

Phillip Allen is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Capital Investment Group, Inc. from 2004 to 2017. Outside of his advisory work, Allen hosts two radio shows, one focused on retirement planning and another faith-based program, and manages a farm in Greenville. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and financial planning services across multiple account platforms, utilizing various investment and allocation strategies.

Gina Rose Salamin is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at The Fiduciary Alliance since 2022. Prior to entering the financial sector, she worked with Greenville County Schools from 2019 to 2022 and was retired from 2007 to 2019. 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 operates through multiple divisions and a network of investment advisor representatives, employing a mix of fundamental, technical, cyclical, and charting analyses to guide investment advice.

Peyton Hoppes is a financial advisor with The Fiduciary Alliance, holding a Series 66 designation and seven years of industry experience. Prior to joining The Fiduciary Alliance in 2019, he worked at Ameriprise Financial Services and Hughes Investment, among other firms. He serves as a general board member for the National Wild Turkey Federation. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental and technical analysis, offers estate and business planning support, and delivers both discretionary portfolio management and ERISA 3(21) nondiscretionary services.

Paul Ellis IV is a financial advisor with The AmeriFlex Group in Greenville, SC, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Ave Securities. He is also involved in individual insurance outside of Guardian. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing model asset allocations and discretionary manager relationships, with client accounts custodied at multiple major custodians.

Thomas Faircloth is a financial advisor affiliated with Silver Oak Securities, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior experience includes roles at Lincoln Financial Services Corp and Raymond James Financial. Outside of his advisory work, he is involved in selling life, accident, health insurance products, and fixed indexed annuities through Carolinas Wealth Management Group, Inc. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs emphasizing tailored, primarily discretionary investment management aligned with client objectives and risk tolerances.

Sean Nisil is a CFP® professional with 14 years of experience in financial advising, currently with Root Financial Partners since 2025. His prior roles include positions at ASE Private Wealth, Belpointe Asset Management, Origin Financial, Living Well Financial Advisors, and Simplifi, Inc. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm employs a broadly diversified, passive investment approach with tailored portfolios and offers specialized strategies and educational programs.

Traci Pennell is a financial advisor at First Citizens Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BB&T Corporation for 21 years before joining First Citizens in various roles since 2021. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with an emphasis on discretionary investment management and strategic asset allocation.

John Coble IV is an advisor at The Fiduciary Alliance in Greenville, SC, holding a Series 65 designation. He has one year of industry experience and has previously worked at Coble Wealth Management and Aptive Environmental among other roles. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in managing portfolios and offers discretionary and nondiscretionary services, including to ERISA plan sponsors.

Alex Darroudi is a financial advisor at Consolidated Portfolio Review Corp with a Series 65 designation and nine years of industry experience. He previously worked at Streamline Asset Management and Urich Financial Services before joining his current firm. Consolidated Portfolio Review is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis.

Michael Allison is a financial advisor at Gradient Securities, LLC with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Allison has worked at Gradient Securities since 2019 and previously spent three years at Securities America Advisors. He is also president of The Retirement Company LLC, a firm involved in the sale of fixed insurance products since 2003. Gradient Securities, doing business as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and incorporates fundamental, technical, and cyclical analysis, often utilizing third-party managers.

Jeremy Strickler is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Advisory Services Network since 2021 and previously spent six years with Wells Fargo Advisors. He owns Williams Wealth Inc., an investment-related service corporation based in Greenville, SC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of 208 independent advisors provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Brian Boughner is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at The Fiduciary Alliance since 2016. His prior work includes roles at Bison Wealth, LLC, Bb&T Asset Management, Inc., and Charles Schwab. Outside of his advisory role, he owns a company providing training on AI tools to other financial advisors and holds a Federal Firearms License for a separate business. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm combines fundamental, technical, cyclical, and charting analysis to build individualized policies and supervises accounts, including tax-efficient and opportunistic rebalancing strategies.

Timothy Doozan is a CFP® with 17 years of industry experience, currently serving as an advisor at Keel Point, LLC since 2016. He also owns Clear Financial Concepts, an LLC used for business expense management. Keel Point, LLC is a multi-team registered investment adviser managing over $4 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm utilizes a team-based investment approach combining fundamental and quantitative analysis, offering a range of portfolio management and consulting services including OCIO and corporate retirement benefits.