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 has worked at several firms including Mutual Securities, Inc., Royal Alliance, and Equitable Advisors. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios and offers both discretionary and non-discretionary solutions.

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.

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 CFP® with 8 years of industry experience, currently with Kestra Private Wealth Services, LLC. Prior to Kestra, he spent six years at Edward Jones. Outside of his advisory role, he serves as a board member for Connect Powdersville, where he manages logistics for community events. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

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.

James Yarbrough Jr. is a financial advisor at SeaCrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Idle Hill Advisors LLC and Stonebridge Wealth Management, Ltd. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and uses both internal and third-party artificial intelligence tools to support decision-making.

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.

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.

Robert Roach is a CFP® with 16 years of industry experience, currently serving as a financial advisor at BFC Planning, Inc. since 2017. He previously worked with Royal Alliance from 2010 to 2017. Outside of advising, Roach serves as Chair of the Programs Committee for the YMCA Caine Halter Board and is involved with the United Way of Greenville County’s Campaign Cabinet. He also acts as an agent for contract negotiations for professional golf players and holds a CFO role overseeing finances for a construction and design company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets and over 11,000 client relationships, offering flexible fee structures and access to multiple investment platforms and sub-advisers.

Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Trek Financial since 2018 and has prior experience at Horter Investment Management. Outside of his advisory role, 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 services. The firm employs a mix of strategic and tactical investment approaches, incorporating forward-looking portfolio construction, AI tools, and a diverse range of model strategies and alternative investment options.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with credentials including Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at The Nalls Sherbakoff Group, LLC. In addition to his financial career, Arlen is the owner and primary consultant of 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, broker/dealers’ customers, and institutions through several advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.