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.

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.

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.

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.

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.

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.

Jennifer Belshe is a financial advisor at Novus Advisors with 16 years of industry experience. She holds a Series 66 designation and has held roles at Lafayette Advisors, Novus Wealth Management, Novus Advisors, and Trustmont Advisory Group. Outside of advising, she serves as a principal in Doc On Call, a telehealth services business. Novus Advisors serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and active management with equities, fixed income, mutual funds, and ETFs to tailor asset allocation and provides ERISA-related consulting and fiduciary services.

Christopher Connelly is a financial advisor with Novus Advisors, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Novus Advisors since 2011. In addition to his advisory role, Connelly is involved in telehealth services through Doc on Call, LLC. Novus Advisors serves individual clients, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non-discretionary asset management, financial planning, and retirement planning, emphasizing fundamental analysis, active asset management, and tailored asset-allocation strategies.

Jesse Hansford is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Professional Planning & Wealth in Greenville, SC. His prior roles include positions at Osaic Advisory Services, Triad Hybrid Solutions, and Raymond James Financial Services. He is the treasurer for Loaves & Fishes, a nonprofit organization focused on eliminating hunger. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning services, employing a blend of fundamental, quantitative, and technical analysis combined with strategic and tactical asset allocation.

John Burkhardt is a CFP® with 17 years of industry experience. He has been with Goepper Burkhardt LLC since 2003. Goepper Burkhardt LLC serves retirement-minded individuals and families, as well as foundations, trusts, and estates. The firm combines portfolio management with retirement planning, tax planning, and intergenerational wealth transfer, using a fee-only fiduciary approach and emphasizing strategic asset allocation and broad diversification across global asset classes.

Robert Flink is a financial advisor at Goepper Burkhardt LLC in Greenville, SC, holding CFP®, Series 66, and Series 65 designations with 18 years of industry experience. His prior roles include positions at TD Ameritrade, Marlin Wealth Advisors, Cetera Advisors LLC, Infinity Financial Group LLC, Highland Capital Management, Stadion Money Management, Merrill, and Citigroup Global Markets. Goepper Burkhardt LLC is a fee-only, SEC-registered investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, foundations, retirement plans, trusts, and estates. The firm employs a strategic asset allocation approach combining active and passive securities, emphasizing tax-efficient rebalancing and integrating retirement and tax planning with portfolio management.

Christopher Beard is a CFP® professional with over 31 years of experience in financial planning and wealth management. He is currently with Professional Planning & Wealth in Greenville, SC, where he has served as managing director since 2026. His prior experience includes roles at Raymond James Financial, Triad Advisors, and OSAIC. Beard contributes to a finance-focused blog and serves as secretary for the nonprofit Local Boys Do Good. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, businesses, and charitable foundations. The firm combines fundamental, quantitative, and technical analysis with strategic asset allocation and utilizes model portfolios and third-party managers when appropriate.

Eric Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Retirement Wealth Advisors and Change Path, LLC. Outside of advisory services, he is a licensed insurance agent. JEHM Wealth & Retirement, LLC serves individual and high-net-worth clients offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm’s investment approach combines client-specific asset allocation with fundamental and technical analysis and utilizes model portfolios along with a sub-adviser to manage client accounts.

Gregory Goff is a CFP® and CFA® with nine years of industry experience. He currently serves as an advisor at Goepper Burkhardt LLC and previously worked at Fiduciary Organization, Sound Wealth Management, and Prudential Financial Planning Services. Prior to his financial career, he was employed at District 5 Interiors. Goepper Burkhardt LLC is an SEC-registered, fee-only investment adviser specializing in retirement wealth management for retirees, pre-retirees, individuals, families, and institutions. The firm employs a strategic asset allocation approach with diversified multi-asset portfolios and integrates retirement and tax planning with portfolio management to suit clients’ specific needs.

Yvette Fuelling is an advisor with Novus Advisors in Greenville, SC, holding Series 65 and Series 66 credentials. She has one year of industry experience, including prior roles at Osgood Bank and Citizens National Bank. Outside of finance, she has been involved with En Pointe Dance Studio for over a decade. Novus Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary asset management alongside financial and retirement planning, employing active asset management and fundamental analysis with a focus on tailored asset-allocation strategies.

Richard Humphreys is a financial advisor at Bluestar Wealth Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Novus Advisors and Charles Schwab Bank prior to joining Bluestar Wealth Management. Bluestar Wealth Management provides portfolio management and wealth advisory services to individuals and high-net-worth clients, emphasizing a long-term investment approach that combines fundamental analysis with modern portfolio theory. The firm serves a small client base and manages most accounts on a discretionary basis using equities, ETFs, mutual funds, and fixed income.