Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services. Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, employing a range of investment techniques and allowing client-imposed restrictions.

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.

Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.

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.

Jason White is a CFP® professional with 17 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and is also an owner of Payne, White, & Schmutz CPA PA, a CPA firm based in Seneca, SC. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm integrates retirement, tax, insurance, and estate planning into written financial plans and ongoing investment management, using a valuation-driven stock selection and risk-management approach.

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with four years of industry experience and holds a Series 65 credential. In addition to his advisory role, he is involved in two South Carolina-based businesses: A to Z Landscaping, where he is an employee, and A to Z Sanitation, where he is a part-owner. Medlin’s work history includes positions at Wildwood and various other roles dating back to 2016. IQ Capital Strategy LLC provides discretionary portfolio management to individuals and charitable organizations, managing approximately $22.6 million. The firm’s investment approach incorporates technical analysis and algorithm-driven trade signals, focusing on capital appreciation with lower volatility through diversified allocations including ETFs, equities, fixed income, futures, and commodities.

Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, pension consulting, financial planning, and a tax-free income strategy focused on individual municipal bonds, using fundamental analysis and Modern Portfolio Theory to tailor portfolios according to client objectives and risk tolerances.

Lowell Macher is a financial advisor with Magnolia Financial Planning Services, Inc. in Seneca, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Veridos Capital LLC since 2023 and has been with Magnolia Financial Planning Services since 2000. Prior to that, he spent 26 years at Dominion Mortgage & F/S Inc. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm’s investment approach combines valuation-driven stock selection and risk management techniques aimed at pursuing returns with lower volatility, supported by scenario-based planning, regular monitoring, and detailed reporting.

Raymond Massey is a financial advisor with IQ Capital Strategy LLC in Seneca, SC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at multiple firms including Fortune Financial Services, First Dominion Capital Corp., and Founders Financial Securities. Outside of finance, he owns and manages Massey Transport LLC, a trucking company, and Massey Grading and Cleaning, which provides land grading and cleaning services. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, using algorithmic trade-signal software and diversified portfolios including ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with controlled volatility.

Blake Pitts is a financial advisor at IQ Capital Strategy LLC with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he operated Pitts Lawn Care for three years and has served as a pastor at LifePoint Church in Seneca, SC since 2013. In his role at the church, he dedicates significant time to non-investment-related activities. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across 154 accounts. The firm uses algorithmic trade-signal software and diversified investments including ETFs, equities, fixed income, single-stock futures, and commodities to pursue capital appreciation with lower volatility.

Dalton Massey is a Series 65-licensed financial advisor at IQ Capital Strategy LLC with one year of industry experience. Prior to joining IQ Capital Strategy, he held various roles including management of Sureflow Gutters, LLC, a Seneca, SC-based business he owns and oversees. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, utilizing algorithmic trade-signal software and a diversified portfolio approach that includes ETFs, equities, fixed income, single-stock futures, and commodities.

Mark Maurer is a financial advisor at Andrew Garrett Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Andrew Garrett Inc. since 2002. Andrew Garrett Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model, utilizing sub-advisers and program sponsors across several platforms to implement diversified strategies tailored to client suitability 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.

Richard Biele is a financial advisor at Andrew Garrett, Inc. in Anderson, SC, holding Series 63 and Series 66 licenses with 34 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Outside of his advisory work, he is involved with Brack Advisors LLC and Bucks Capital. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model utilizing various sub-advisers and program sponsors to implement diverse strategies tailored to client suitability profiles.

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.

Arthur Klugh is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His work history includes roles at Goldman Sachs PFM, United Capital Financial Advisers, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. He also acts as an independent insurance agent, providing insurance advice in addition to investment services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates with 161 advisors managing approximately $9.9 billion in client assets, employing a long-term investment approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

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.