John Lady is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including roles at DFPG Investments, Inc. and Providence Wealth Advisors. Outside of advisory work, he serves as president of his own S Corporation for tax purposes. Diversify Advisory Services is a multi-team SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification approach with individualized asset allocation, offering a variety of investment models and strategies along with flexible fee structures and comprehensive financial planning and consulting services.

Steven Liebzeit is a financial advisor with EFS Advisors, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at multiple firms including Advanced Advisor Group, LLC, Thrivent Financial, and U.S. Bancorp Advisors, LLC. Liebzeit also has experience with charitable organizations and churches. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process for recommending model portfolios, supplements advisor judgment with technology and internal reviews, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.

Maximilian Clifford is a financial advisor at The Wealth Consulting Group with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at North Star Resource Group, Minnesota Life Insurance Company, and CRI Securities, LLC. He is based in Greer, SC. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis and offers additional services such as fiduciary plan sponsor support and integration with legal-service pathways.

Devery Cagle is a CFP® with 28 years of industry experience, currently serving at Belpointe Asset Management LLC. He has held prior roles at Metric Financial, LLC, D.H. Hill Securities, LLLP, and Kestra Advisory Services, LLC. Cagle is the owner of ASE Financial Advisory Group and is involved as a general partner in cryptocurrency private funds. He co-authored a book titled *Empathy and Understanding in Business*. 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 various advisory relationships.

Emil Brost Jr. is a financial advisor with Madison Avenue Securities, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at AE Wealth Management and Advisors Excel. Brost is also the host of a radio show called Common Sense Retirement Planning. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

Thomas Plemmons is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Upstate Wealth Management since 2016 and serves as Vice President of Financial Services at Owens Insurance. Plemmons is also a board member of the Greater Inman Chamber of Commerce. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Luke Le Gros is a financial advisor at Belpointe Asset Management LLC with a Series 65 designation and experience spanning several roles including positions at ASE Private Wealth and service in the United States Marine Corps Reserve. His background also includes work with Fluent Cannabis Care and involvement with Hope Greenhouses & The Hemp Mine. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and advisory relationships to serve a diverse client base.

Homer Farr III is a financial advisor at Silver Oak Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Lincoln Financial Securities Corporation and SunTrust Advisory Services. In addition to his role at Silver Oak, he is involved with Carolinas Wealth Management as a financial advisor. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives and risk tolerances, combining both discretionary investment management and operational features like automatic investment processes.

Michael Finnie is a financial advisor with Aegis Capital Corp. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at LPL Financial, J.W. Cole Advisors, Securities America Advisors, and Usadvisors Wealth Management. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and manages client assets across multiple programs.

David Stahl is a CFP®, CFA®, and Series 65 certified financial advisor with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2007 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and frequently utilizes third-party separate account managers and alternative investments.

Wesley Palmer is a financial advisor with Madison Avenue Securities, LLC in Greenville, SC, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Madison Avenue Securities since 2017 and previously at Capital Investment Group, Inc. from 2015 to 2017. Outside of his advisory role, Palmer is involved in fitness coaching and workout design through Virtual Gym, LLC and Team Kattouf Affiliate. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory and financial planning services across multiple account platforms, employing various analytical and allocation strategies.

William Holt Jr. is a financial advisor at Silver Oak Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and CWMG. Holt is also involved in fixed insurance product sales and owns a property and casualty insurance agency. Silver Oak Securities serves individuals, retirement plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm offers discretionary investment management tailored to client objectives, utilizing various advisory programs and a technologically supported investment process.

Bryce Veazey is an advisor at Madison Avenue Securities, LLC with a Series 65 credential and no prior industry experience. He previously held roles outside the financial sector, including work at Royal Alaskan Movers and SSS Offroad. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting and services for charitable institutions. The firm manages approximately $2.0 billion across multiple advisors, offering portfolio management through a variety of models and investment vehicles.

Michael Giordano is a CFP® certificant with 12 years of industry experience, currently with Advisory Services Network since 2021. He previously worked at Wells Fargo Advisors from 2016 to 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing asset allocation and various securities, and serves a large platform with over two hundred advisers and more than $10 billion in discretionary assets.

Nelson Arrington III is a CFA® charterholder with 33 years of industry experience. He currently serves as an advisor at CX Institutional, LLC, where he has worked since 2026. Prior to that, he dedicated 30 years to V. M. Manning & Co., Inc. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy asset allocation approach, integrating fundamental, quantitative, and technical analysis across various asset classes and utilizes third-party technology for consolidated reporting and tax-efficient asset management.

Jeffery Bryson is a Series 66-credentialed advisor at Capital Investment Advisory Services, LLC with 12 years of industry experience. He has been with Capital Investment Group, Inc. since 2013 and is also an accounting faculty member at Bob Jones University. Bryson holds a CPA license in South Carolina and is active as an insurance agent for life, accident, health, and disability coverage. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures as part of its process.

William Hines is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at OneAscent since 2017, following a year at Fiduciary Alliance, LLC. Outside of advising, he is a minority member of two family holding companies involved in commercial real estate investing. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions with a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions. The firm employs individualized asset-allocation strategies and utilizes various model-based platforms and overlay managers.

Thomas Kemp is a CFA® charterholder with 12 years of industry experience, currently serving at Ally Invest Advisors. His prior roles include positions at Medforce Insurance & Financial Services, Commonwealth Financial Network, CF Parks & Co, and First Horizon Advisors. Outside of his advisory work, he acts as treasurer for Simply Blair, a content creation venture associated with his wife’s beauty vlogging activities. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios across five risk tiers and utilizing a third-party turnkey asset management platform.

Shari Bevan is a ChFC® credentialed financial advisor with nine years of industry experience, currently affiliated with Creativeone Wealth, LLC. She has operated Change Path LLC since 2017 and maintains a law practice focused on estate and tax planning. Creativeone Wealth, LLC serves individual, corporate, charitable, and RIA clients through fee-based asset management, financial planning, and retirement consulting, utilizing a platform that combines proprietary ETF models, third-party managers, and option strategies.

Susan Harvell is a financial advisor at The Fiduciary Alliance with seven years of industry experience. She previously worked at Foster Victor Wealth Advisors for four years before joining The Fiduciary Alliance in 2020. She holds Series 63 and Series 65 credentials. The Fiduciary Alliance advises individuals, including high-net-worth clients, retirement plans, and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and provides discretionary portfolio management alongside estate-planning and risk-management support.