Margarette Craig is an investment advisor representative at CreativeOne Wealth, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked previously with MassMutual Life Insurance Company, Mass Mutual Investors Services, Reveal Wealth, and New York Life Insurance Company. She is also the owner of Legacy Financial Advisors, LLC, where she engages in life insurance, fixed annuities, and securities. 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 strategies that include ETFs, mutual funds, options, 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 with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at several firms including Alight Financial Advisors and Lord and Richards. In addition to his advisory role, he is an insurance agent with Iron Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches using model portfolios and third-party technology, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

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 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.

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 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.

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.

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.

Robert Felts is a financial advisor at OneAscent Financial Services LLC with seven years of industry experience. He holds a Series 65 designation and has served at First Baptist Church Simpsonville since 2014. Felts also worked at Anderson University from 2014 to 2018. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers customized asset management, financial planning, and consulting services, utilizing model-based and UMA platforms along with tax-overlay and automated programs.

Pamela Harrison is a financial advisor at Secure Asset Management, L.L.C. with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Berthel Fisher & Company Financial Services. She also operates Harrison Financial, a separate financial advisory business based in Simpsonville, SC. Secure Asset Management primarily serves individual clients across a range of net worth levels, providing financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and manages held-away employer accounts using third-party platforms.

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.