Brett Anderson is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior experience includes roles at Morgan Stanley, Fisher Investments, and Fidelity, among others. Fountainhead Wealth Planning serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives, time horizon, and risk tolerance, employing a variety of investment techniques, and operates with no account minimum.

Susan Greene Lockwood is the sole advisor at Greene Directions LLC in Anderson, SC, holding Series 63 and Series 65 licenses with 35 years of industry experience. Her prior work includes roles at Premium 72 Capital and SANDLAPPER Wealth Management, LLC. She also owns Many Hands Administrative Services, LLC, a consulting business offering drafting of business documents. Greene Directions is a registered investment adviser serving individuals, small businesses, and high-net-worth clients with client-specific investment programs. The firm manages accounts on a non-discretionary basis, employing both fundamental and technical analysis while emphasizing periodic account reviews and a range of investment instruments.

Laura Cook, CFP®, is the founder of Flourish Financial Life Planning, a fee‑only firm in Anderson, SC, serving women of faith across the country who want their financial lives to reflect their values. With more than 20 years of experience, Laura brings a calm, relational approach to planning, helping women navigate money with clarity, confidence, and peace. Her path into financial planning began unexpectedly at a credit union, where she discovered how meaningful it was to help people understand their finances. After losing her father two years later, Laura began walking alongside widows through overwhelming financial decisions — an experience that shaped her calling and the heart behind her work today. Laura partners with women through every season of life, from career transitions and caregiving to retirement and legacy planning. She is known for her ability to explain complex topics in everyday language and for creating a safe, judgment‑free space where clients can talk openly about both the practical and emotional sides of money. She founded Flourish to offer thoughtful, faith‑aligned guidance that helps women build lives marked by purpose, peace, and financial confidence.

John Alexander Jr. is a financial advisor with Apex Capital Management LLC in Anderson, South Carolina, holding 21 years of industry experience. He has served as Chief Investment Officer of the Clemson University Foundation since 2003 and has been a Professor of Finance at Clemson University since 1990. Apex Capital Management LLC provides portfolio management and investment consulting to high-net-worth individuals, small businesses, and institutional clients. The firm employs a concentrated “Dow 10” strategy focused on select Dow Jones Industrial Average stocks, utilizing quantitative models and active trading within client-specified leverage limits.

Mark Maurer is a financial advisor with Andrew Garrett Inc. in Anderson, South Carolina, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Andrew Garrett Inc. since 2002. Andrew Garrett Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client profiles.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

Christian Pruitt is an advisor at LifeTyme Financial Advisors, LLC in Williamston, SC, holding Series 65 and Series 63 licenses. He has industry experience beginning in 2016, including roles at Core Financial Resources and Wellington Capital Reserve, where he is also engaged in insurance sales and services. LifeTyme Financial Advisors acts as a co-advisor on the Matson Money platform, providing retirement-plan advisory services and educational seminars. The firm follows a modern-portfolio approach through model portfolios implemented by Matson Money, focusing on client goals and plan-focused ERISA 3(21) fiduciary support.

Sara Alley is a financial advisor with Trustmont Advisory Group, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Trustmont Advisory Group and its affiliated firm since 2010. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Norman Kirkwood is a financial advisor with First Citizens Investor Services, Inc. in Anderson, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with First Citizens Investor Services since 2016 and also serves as an Investment Advisor Representative at First Citizens Asset Management. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies.

Jason Gibson is a financial advisor at Capitol Securities Management, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Capitol Securities, he was with UBS for one year and has educational background including time at Episcopal High School and Durham Academy. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, providing advisory programs through IAR-managed accounts, model portfolios, and third-party money managers.

Joseph Benson is a financial advisor with United Capital Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Lion Street Financial. Benson has experience working in hospitality and restaurant management earlier in his career. United Capital Financial Advisors provides national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports independent advisors through its technology platform, FinLife Partners.

Robert Knobel is a financial advisor with Capitol Securities Management, Inc. in Anderson, South Carolina, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Capitol Securities Management in 2019, he spent 10 years at Stifel Nicolaus & Co Inc. He also operates Knobel Investments as an investment-related business activity. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage, investment advisory services, comprehensive financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, delivering advice via a network of representatives who develop client-specific investment policies.

Anthony Hanley is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His previous roles include positions at Fairfax Global Investment Management LLC and Center Street Securities, Inc. He is also the founder, along with his spouse, of Matthew’s Hope Children’s Ministries, a charitable organization. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based investment strategies and offers access to third-party money managers and wrap programs.

Thomas Mcdonald is a financial advisor with United Capital Financial Advisors in Anderson, SC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. His career includes positions at Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and other firms. Outside of advising, he manages a commercial office building in Anderson. United Capital Financial Advisors offers national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and corporate accounts. The firm provides customized portfolio solutions, access to alternative investments, and supports independent advisors through its FinLife Partners platform.

Stuart Knobel is a financial advisor with Capitol Securities Management, Inc. in Anderson, SC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 10 years before joining Capitol Securities Management in 2019. Knobel also operates an investment-related business under the name Knobel Investments. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services, financial planning, pension consulting, and insurance products. The firm uses a range of investment strategies and offers access to third-party money managers and model portfolios.

Joshua Moody is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Creativeone Wealth, LLC and has held prior roles at Arete Wealth Advisors, LLC, Center Street Advisors, Inc., and Center Street Securities, Inc. In addition to his advisory work, Moody is the owner of Pathway Financial Management, where he provides investment and insurance-related products. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing a range of investment methods including ETFs, mutual funds, and options strategies.

William Flowers is a financial advisor at Integrity Advisory Solutions with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America and BB&T Investment Services. He is also licensed as an insurance agent, selling fixed life, annuity, health, disability, property and casualty, and long-term care insurance. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using various asset-allocation strategies and third-party platforms.

Lindsay May is a financial advisor at Gradient Securities, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Keowee Financial Group, The Strategic Financial Alliance, Inc., EkoMovers, and Fit4Kidz. Outside of advisory services, she is a licensed agent offering fixed insurance products through various insurance companies. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm delivers advice primarily on a non-discretionary basis and routinely utilizes third-party managers while also functioning as both an SEC-registered investment adviser and a FINRA-registered broker-dealer.

Gregory Wales is a financial advisor at Gradient Securities, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Strategic Financial Alliance, Inc. for 10 years. Outside of his advisory role, he is a partner at Keowee Financial Group, where he offers fixed insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, trusts, and business entities. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers alongside its own affiliated entities.

James Bross Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Steward Partners, he worked at Equitable Advisors and Axa Advisors, and has a background that includes roles in healthcare and entrepreneurial ventures. He serves on the board of trustees for Southern Wesleyan University and is the owner and CEO of Carolina Care Innovation Group, as well as assisting operations at Clemson University’s Book T. Smith Launchpad. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, and other services to individuals, pension plans, corporations, and nonprofits, offering a range of portfolio management options through both in-house and third-party strategies.