Charles Crouch is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at CMC Wealth Management, LLC in Lexington, SC. He previously worked at Doyle Wealth Management, Inc. and Great West Life and Annuity. CMC Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm operates primarily on a non-discretionary basis, emphasizing client control over trade decisions and employing a combination of charting, fundamental, technical, and cyclical analysis in its investment process.

Jonathan O'Reilly is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Lexington, SC, with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and concurrently at Limehouse Wealth Management LLC since 2026. Outside of advisory roles, he has provided insurance and non-legal estate planning administrative services through Limehouse Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management through a large network of affiliated offices.

Hi, I'm Forest Dutton and I'm the owner of Brightworks Financial Planning. I entered financial services after many years in healthcare and my goal is to ensure each client that goes through financial planning experiences care, competence, and creativity. I am committed to the highest levels of ongoing education in the field of financial planning and seek to provide a comprehensive lens to all financial planning engagements and not just an investment focus. I have a strong emphasis on tax planning with all clients as I believe this can add significant value over a long period of time when engaging with a financial advisor. I prefer long term relationships over one-time engagements in my business. I have been blessed with a wonderful wife and 4 children that keep me busy outside the office. I enjoy collobaration with other professionals as part of the financial plannning process. I thoroughly enjoy financial planning and the best part is the people who I get to partner with in achieving their goals.

William Fields is the owner, CEO, and CCO of Shadow Wealth Management, LLC in Lexington, SC, with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Structured Financial Associates, Inc. since 2008 and Intercarolina Financial Services since 2021. Shadow Wealth Management provides customized investment management primarily for individual and high-net-worth clients, managing approximately $15.4 million across about 35 client relationships. The firm employs a mix of fundamental, technical, cyclical, and behavioral analysis with a generally long-term orientation while allowing tactical adjustments, including the use of options, margin, short sales, and private placements where appropriate.

Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Charles Estes is a financial advisor with Better Things Financial Partners LLC in Lexington, SC, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has operated as a sole proprietor since 2012 and has been with Better Things Financial Partners since 2014. Approximately half of his time is spent on insurance sales and services. Better Things Financial Partners is an independent firm providing fee-based investment management and financial planning primarily to individual clients. The firm offers non-discretionary portfolio management alongside comprehensive planning services covering wills, estate/trust matters, taxes, and insurance.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at FIRST CITIZENS BANK, Brookstone Wealth Advisors, and Retirement Wealth Advisors, Inc. Outside of her advisory role, she provides tax preparation services through Lisa Mendenall CPA and works as a controller for a real estate development firm. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using both active and passive model-based strategies. The firm incorporates fundamental and technical analysis and utilizes sub-advisers and third-party managers when appropriate.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Wealth Advisors, LLC for nine years. In addition to his advisory role, he independently provides college admissions and financial aid consulting through The College Funding Center of SC, LLC, where he is president and owner. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using a combination of active and passive model portfolios. The firm incorporates fundamental and technical analysis and may delegate management to outside advisers when appropriate.

Richard Kinney is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2018, following two years at Horter Investment Management. Kinney also operates Kinney Retirement Strategies, LLC as an associate, marketing fixed insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of rules-based, evidence-based, fundamental, and technical analysis models, integrating artificial intelligence tools and providing access to a broad range of model and alternative investment strategies.

Brandon Mc Grew is a ChFC® credentialed financial advisor with four years of industry experience, currently with Principal Financial Services. His prior experience includes roles at Edward Jones and GWFS Equities, Inc. before joining Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager solutions through various advisory and promoter arrangements.

Gregory Ruoss is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Empower, he served in the United States Marine Corps for nine years and worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is involved in a part-time equestrian tack care business, Tack Appeal, based in Aiken, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to select IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and annual rebalancing within plan lineups established by sponsors.

Richard Addy is a financial advisor with Principal Financial Services in Irmo, SC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at TD Bank, LPL Financial, CUNA Mutual Group, Athene Annuity and Life Company, and TD Ameritrade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James David is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Doebler is a CFP®-certified financial advisor with Truist Advisory Services in Lexington, SC. He has three years of industry experience and has worked at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Roger Kuperman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2022. Outside of his advisory role, Kuperman serves as a board member and leader for the National Fragile X Foundation South Carolina chapter and consults for the South Carolina Developmental Disabilities Council. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional investors, offering a range of investment advisory, financial planning, and managed account services.

Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at LPL Financial since 2011 and Independent Advisor Alliance since 2014. He is also president of Crescent Financial Group, an insurance agency. Independent Advisor Alliance serves a wide range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, uses various investment strategies, and leverages technology platforms for asset aggregation and estate planning.

Kelly Anderson is a financial advisor with Stratos Wealth Partners, Ltd and LPL Financial, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with both firms since 2012. Outside of his advisory role, Anderson is a distributor of nutritional products through AdvoCare. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers open-architecture portfolio management and financial planning services, utilizing multiple custodians and both affiliated and third-party sub-advisors to tailor investment strategies to client goals.

Robert Blake is a financial advisor with Equity Services, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at National Life Group and Bankers Life. He is owner of RT Blake Financial Group, LLC and Blake Insurance and Financial Group, LLC, and is a general member of Business Network International. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.