Jordan Roberts is a financial advisor at Clocktower Private Wealth with seven years of industry experience. He holds a Series 66 designation and has worked previously at The Fiduciary Alliance, UBS Financial Services, and Black Cypress Capital Management. In addition to his advisory work, Roberts is a licensed attorney who drafts simple wills and provides legal consulting for dental practices, including coaching young dentists on starting and improving their businesses. Clocktower Private Wealth is an independent registered investment adviser that provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs a goal-based planning process and focuses on long-term individual-stock strategies complemented by ETFs, diversification, tax-sensitive management, and limited covered-call writing.

Ramon Franklin is the president of Capital Focus, Inc., an independent advisory firm. He holds the CFP® designation and the Series 65 license, and has 16 years of industry experience. In addition to his advisory work, he is a licensed real estate broker in South Carolina and Georgia and serves as a part-time adjunct faculty member at Clemson University, where he teaches undergraduate courses in real estate, corporate and personal finance, and investment. He is also the operating member of Cole Capital Management, LLC, which manages residential and commercial real estate. Capital Focus, Inc. provides fee-only investment counsel and financial planning to individuals, trusts, estates, and business entities. The firm emphasizes asset allocation, diversification, and value-oriented stock selection within a primarily non-discretionary model, and is notable for its involvement in direct real estate investment and affiliated real estate management and development activities.

Natalie Cooper is a financial advisor at Matty AI Inc. with nine years of industry experience. She holds a Series 65 credential and has previously worked at Sentry Wealth, Inc. and Cooper Law Firm, P.C. In addition to her advisory role, she owns Balanced Bookmasters, a bookkeeping services business. Matty AI provides discretionary portfolio management primarily through a proprietary mobile app, serving individual clients who are not high-net-worth. The firm’s investment approach focuses on equity securities and ETFs, utilizing automated methods including technical and fundamental analysis.

Richard Didonato is the sole advisor at The Rich Group, LLC in Simpsonville, SC, holding a Series 65 designation with 15 years of industry experience. Outside of financial advising, he manages day-to-day manufacturing operations as the Manufacturing Manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company where he has worked since 2009. The Rich Group is a fee-only registered investment adviser providing comprehensive financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes a planning-first approach, utilizing a strategic asset allocation philosophy based on Modern Portfolio Theory and focuses on non-discretionary management with regular portfolio reviews.

Jason Freeman is the principal advisor at J. Freeman & Associates in Greenville, SC, holding the ChFC® designation and Series 63 license with 28 years of industry experience. He has worked at DFPG Investments, Inc. since 2019 and has been involved with JFA Advisors, LLC and J. Freeman & Associates since 2003. Freeman is also the CEO and sole producer of his firm, which offers comprehensive insurance and wealth management services. J. Freeman & Associates provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, small businesses, trusts, and estates. The firm builds portfolios based on client objectives and risk tolerance, utilizing both fundamental and technical analysis, and offers fiduciary services for qualified retirement plans.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

Royce Angel Jr. is the principal advisor at Angelroyce Wealth Advisors, LLC in Greer, SC, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Angelroyce Wealth Advisors since 2011 and has prior experience at Change Path LLC and R. Neal Angel, Jr. In addition to his advisory work, Angel serves as an insurance agent and teaches as an instructor at Furman University. Angelroyce Wealth Advisors provides fee-based financial planning and investment management services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a non-discretionary approach, primarily coordinating with third-party institutional managers and employing fundamental, technical, and cyclical investment analysis methods.

John Mc Namara is a financial advisor at Highball Advisors, holding a Series 66 designation with nine years of industry experience. He previously worked at Edward Jones for one year before founding Highball Advisors, where he has been since 2018. Highball Advisors provides tailored investment management and comprehensive financial planning to individuals and families, focusing on retirement, cash flow, insurance, tax, and estate planning. The firm emphasizes a passive investment approach using low-cost index funds and ETFs while applying fundamental analysis for individual security selection, and offers educational programming including webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

Katrina Whitlinger is a financial advisor at Stella Maris Wealth Management with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to founding Stella Maris Wealth, she worked at The Fiduciary Alliance, Broadstreet Global Advisors, Edward Jones, United Community Bank, and NetApp Inc. She is also a licensed independent insurance agent, offering insurance and annuity solutions as part of her financial services. Stella Maris Wealth Management provides advisory and comprehensive financial planning services to individuals, families, high-net-worth clients, business owners, retirees, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary investment management and tailored wealth stewardship planning, utilizing a diversified, tax-aware approach and third-party technology, including AI-assisted tools, to support portfolio and operational functions.

Danay Radovic is a financial advisor at Next20 Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Bull Harbor Capital, and Curran Financial Partners. Next20 Wealth serves retail clients such as individuals, high-net-worth individuals, and small businesses, offering discretionary portfolio management combined with integrated financial planning. The firm employs a core-passive and satellite-active investment approach using Modern Portfolio Theory and fundamental analysis, supported by institutional-grade analytics.

Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.

Norman Avinger is a CFP® with 18 years of experience in financial advising. He is the sole advisor at Greenville Capital, where he has worked since 2020. His prior experience includes roles at Advisory Services Network, LLC and Planfirst. Greenville Capital provides discretionary portfolio management along with holistic financial planning and trust advisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a building-block investment approach across multiple asset classes, combining active managers, active indexers, and passive funds, and conducts institutional-style manager due diligence.

Richard Matthews is a financial advisor with Matthews Wealth Management LLC in Greenville, SC. He holds a Series 66 designation and has 20 years of industry experience. Prior to founding Matthews Wealth Management in 2017, he worked at Purshe Kaplan Sterling Investments, Inc. and SeaCrest Wealth Management, LLC. Outside of his advisory role, he manages commercial property leases as a managing member for two LLCs in Fountain Inn, SC. Matthews Wealth Management provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, combining fundamental, technical, and cyclical analysis to tailor portfolios built largely with ETFs, supplemented by occasional tactical trades and specialized products.

Paola Martinez is a CFP® certificant and the sole advisor at Yellow Oak Financial Planning, LLC in Simpsonville, SC, with one year of experience in financial advising. She has over a decade of experience as a CPA, owning and operating P.M. Accounting Services and serving as an outsourced CPA through 1mpact First LLC. Yellow Oak Financial Planning focuses on serving women experiencing financial life transitions, providing fee-only financial planning and discretionary investment management. The firm customizes investment plans using both passive and active strategies, integrating tax planning in coordination with affiliated accounting services.

Hans Blake is a CFA® charterholder with 14 years of industry experience. He has been with Intelligent Investing since 2016 and previously worked at Planfirst for six years. The firm primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. Intelligent Investing offers discretionary portfolio management, financial planning, and pension consulting, using customized model portfolios and tax-aware strategies, and provides investment-education seminars and participant enrollment meetings as part of its services.

Kelly Eldridge is a financial advisor at Professional Planning & Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Triad Advisors, and OSAIC. Professional Planning & Wealth is an SEC-registered investment adviser that serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm provides discretionary investment management and financial planning services using a blend of fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation.

Amanda Blake is a financial advisor at Intelligent Investing with a Series 65 designation and two years of industry experience. She has been with Intelligent Investing since 2018. Intelligent Investing primarily serves individual clients, including high-net-worth households, as well as pension and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using tailored advice, model portfolios, and tax-aware techniques to manage client assets.

Michael Dickey is a Series 66-credentialed financial advisor with 11 years of industry experience. He currently works at Intellivest Wealth Management Corporation and previously held roles at Capital Investment Group Inc and Edward Jones. Outside of his advisory role, he operates a real estate appraisal business providing single-family home valuations in the Boiling Springs, SC area. Intellivest Wealth Management Corporation offers comprehensive financial planning, investment management, and qualified plan consulting to a diverse client base including individuals, families, trusts, and businesses. The firm employs a proprietary strategic asset-allocation approach integrating various analytical methods and includes digital estate-planning services as part of its offering.

Erik Weir is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at Taverik Capital, LLC in Greenville, SC. He has been involved with WCM Global Wealth, LLC since 2011 and Weir Capital Management, LLC since 2005. Outside of his advisory roles, he is a managing member of Christopher Kendall, LLC, which manages several small Reg D offerings. Taverik Capital provides discretionary investment supervisory services and financial planning to individuals, pooled investment vehicles, charitable organizations, and pension/profit-sharing plans. The firm employs a range of active investment strategies, including equity selection, hedging, options, and short selling, and manages both separately managed accounts and private pooled funds tailored to client-specific objectives.