Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Montserrat Hernandez Melo is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. She holds Series 63 and Series 65 registrations. Prior to her current role, she worked at TD Bank NA from 2016 to 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm utilizes a combination of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Dwight Szarkowski is a Private Wealth Advisor with Merrill Private Wealth Management and has been with Merrill since 1984. As one of the founding members of his team, he serves as the primary equity strategist and is responsible for evaluating derivative strategies, structuring fixed-income portfolios, and formulating asset allocation strategies for high-net-worth clients. His client focus areas include corporate executive services, family wealth management strategies, and managing new wealth. Dwight graduated magna cum laude from Washington and Lee University with bachelor's degrees in both Economics and French. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and French. Throughout his career, Dwight’s expertise has centered on advising ultra-affluent individuals, families, and institutions on wealth perpetuation, intergenerational wealth transfers, and philanthropic planning. Outside of his professional work, Dwight is involved in mentoring teens and supports organizations such as Family Place, UT Southwestern Medical Center, and the North Dallas High School Mentor Program. His personal interests include biking, boating, fishing, golfing, hunting, ice hockey, photography, scuba diving, tennis, and traveling.

John Peay is a financial advisor at Savant Wealth Management with over 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Savant, he founded Peay and Associates LLC and spent more than two decades at Swaim Brown Wealth Management and its predecessors. In addition to his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

David Ramage is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Swaimbrown Wealth Management and Upstate Insurance Consultants, where he is a 50% owner of an independent insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates with a large advisory team and integrated legal, accounting, and trust affiliates.

Robert Kopp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has been with Thrivent and its related entities since 2020 and previously worked at Able South Carolina from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses covering a wide range of financial planning topics. The firm separates its planning services from managed accounts and conducts periodic reviews without accepting discretionary trading authority for its planning engagements.

Henry Summer is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He is also a CPA and attorney with over 50 years of professional experience, including prior roles at Avantax Advisory Services and extensive independent practice. Outside of his advisory work, he serves as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions tailored to client objectives under multiple custody and platform arrangements.

Travis Goodman is a financial advisor with Thrivent Investment Management in Newberry, South Carolina. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, working at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, he serves as president of the Newberry Friendly Roadrunners Travel Club, a group organizing charter bus trips primarily for senior citizens and recent retirees. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning analyses across various topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Harry Cromer III is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he owns a photography business called Feathers and Frames in Chapin, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Bradford Mathis is a financial advisor at Edward Jones with 19 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Holland III is a financial advisor with LPL Financial in Newberry, SC, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has worked at LPL Financial since 2009, following roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Holland is also associated with Honor Wealth Management, LLC as a dba. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse financial products.

Myron Hunt is a financial advisor with Edward Jones in Prosperity, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Buford Glover is a CFP® with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. Glover also serves as an independent insurance agent and is a board member of Central United Methodist Church in Newberry, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party investment strategies across multiple platforms.

Jared Harmon is a financial advisor with Fidelity and holds a Series 66 designation. He has four years of industry experience, including prior roles in media and communications. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios and manages several registered investment companies and fund-of-funds.

Laura Batsche is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Linsco/Private Ledger Corp. since 2003, following a four-year tenure at KeyBanc Capital Markets Inc. Additionally, she is associated with Batsche Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Elizabeth Mathis is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked for nearly three decades at the University of South Carolina as an IT Manager, overseeing internal services for the university’s Data Center Operations team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Senn is a financial advisor at Edward Jones in Newberry, SC, with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. His son, William R. Senn, is also a financial advisor based in Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Mark Faulkenberry is a financial advisor at Treehouse Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Treehouse Financial since 2005. Outside of advisory work, he is a member of Brothers in Arms, LLC, a business that sells firearms and provides firearms safety training under a federal firearms license. Treehouse Financial, Inc. offers investment advisory and portfolio management services primarily to individual and high-net-worth clients, managing approximately $1.43 million in assets. The firm typically provides non-discretionary management and also offers insurance products through an affiliated insurance license, a combination that is uncommon among firms of similar size.