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 65 and Series 63 licenses and concurrently manages The Hultquist Firm CPA, P.C., a certified public accounting business he founded in 2003. Outside of advising, he operates Y Knot Farm LLC, which focuses on crop farming. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisors with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm provides customized investment advice using a combination of discretionary management, advisor-specific styles, and model portfolios that include passive, active, tactical, and ESG-oriented strategies.

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 34 years of industry experience. He has previously worked with Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and H. Beck, Inc. Outside of his advisory role, Urich serves as President of EM-Greenville, an organization focused on spreading the Gospel. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment approach that combines strategic asset allocation with fundamental and technical analysis across a broad range of securities.

Sara Alley is a financial advisor with Trustmont Advisory Group, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Trustmont Advisory Group and its affiliated firm since 2010. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Glennon Donohue is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Belpointe, he worked at Metric Financial, ASE Private Wealth, and held positions outside finance including roles at Fluor Corporation and health systems in Greenville, SC. 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 and co-advisory relationships with third-party managers.

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 before joining Kestra. Additionally, he serves as an Operations Administrator at ProVista Wealth Advisors, where he assists with daily operational tasks including money movement, trades, account openings, and financial planning. Kestra Private Wealth Services, LLC serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and placement agent services for private funds, utilizing both discretionary and non-discretionary investment approaches across multiple advisory platforms.

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 3 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Mutual Securities, Inc., Royal Alliance, Equitable Advisors, and Haylor Freyer & Coon. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, stocks, and bonds, along with periodic portfolio reviews and rebalancing aligned with client objectives.

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.

Margarette Craig is an investment advisor representative with CreativeOne Wealth, LLC in Greenville, SC, holding Series 65 and Series 63 licenses and five years of industry experience. She is also the owner of Legacy Financial Advisors, LLC, where she has provided life insurance, fixed annuities, and securities services since 2004. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various analytical methods and investment vehicles including ETFs, mutual funds, and select private investments.

Russell Christopher is a financial advisor at Fortis Capital Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Belpointe Asset Management, ASE Financial Advisory Group, Kestra Financial, Inc., and NYLIFE Securities LLC. Outside of his advisory role, he serves as a senior business consultant for Horizon Private Wealth and is the owner of Jetcor LLC, a real estate business. Fortis Capital Advisors serves a diverse client base, including individuals, families, businesses, retirement plans, institutional clients, and other advisers, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of investment strategies, including passive, active, tactical, and ESG-oriented options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Stewart Smith is a financial advisor at AlphaStar Capital Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management and New York Life Insurance Company. Smith is also the president and owner of Clearpath Retirement Planning, LLC, where he is involved in insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both model and custom investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it provides a range of portfolio management and consulting services.

James Wynn III is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alight Financial Advisors and Lord and Richards. Outside of his advisory role, he is also an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of strategic and tactical investment approaches through model portfolios, serving over 8,400 client relationships with approximately $2.5 billion in assets under management.

Steven Phillips is a CFP® professional with five years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Dixon Hughes Goodman Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

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 credential and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2021. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis, offering comprehensive portfolio management and financial planning services.

Jody Howard is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at ORG Partners, LLC, Sanders Morris Harris LLC, Wealthshield Partners, LLC, and Equitable Advisors, LLC. Outside of advisory services, he is an independent insurance agent selling fixed and variable insurance products. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program for alternative investments.

Brandon Long is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. He previously worked at Edward Jones for six years and has been affiliated with Kestra since 2024. Outside of advising, he serves on the board of Connect Powdersville, where he manages logistics for community events involving food trucks, vendors, and entertainment. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party solutions.