Ariel Kauffman is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at The Wealthcare Clinic, LLC, where he has worked since 2026. His prior experience includes roles at Solitude Financial Services, AssetMark Financial, and The Vanguard Group. The Wealthcare Clinic, LLC is a fee-only registered investment adviser providing discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based approach incorporating Modern Portfolio Theory and constructs portfolios with a variety of instruments including ETFs, equities, REITs, and crypto-related products, while employing technology such as AI tools under human supervision.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at The Wealthcare Clinic, LLC, an independent firm he joined in 2026. Prior to that, he held roles at NewRetirement Advisors, LLC, Solitude Financial Services, Inc., and Charles Schwab, among others. Kauffman also provides financial planning services through NewRetirement, Inc. dba Boldin. The Wealthcare Clinic, LLC is a fee-only registered investment adviser offering discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm employs a goals-based investing approach incorporating Modern Portfolio Theory and uses a variety of investment vehicles while maintaining limited use of margin and leveraging technology with human oversight.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

John Chalk is a financial advisor with Trinity Portfolio Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Trinity Portfolio Advisors since 2009 and has a concurrent affiliation with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he serves on the board of a holding company for clinics, contributing to strategic planning. Trinity Portfolio Advisors is a team of eight advisors managing approximately $488 million for around 689 clients. The firm offers financial planning, consulting, and investment management services to individuals, plans, trusts, estates, charitable organizations, and business entities, employing a risk-focused, probability-based investment approach that combines various analytical methods and proprietary model portfolios.

Derek Lunka is a CFP® professional with 14 years of industry experience, currently serving at Benjamin F. Edwards Wealth Management, LLC since 2019. He has also been affiliated with Benjamin F. Edwards & Co. since 2011. Outside of his advisory role, he is the owner of Lakenorth Investment Group, LLC, where he provides investment advice. Benjamin F. Edwards Wealth Management offers advisory services to a diverse client base, including individuals, retirement plans, trusts, and organizations. The firm provides discretionary investment management and financial planning, operating on a multi-custodian platform and utilizing both in-house and third-party money management solutions.

Matthew Smith is a financial advisor at Benjamin F. Edwards Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Wachovia Bank, N.A. Outside of his role at Benjamin F. Edwards, he is involved with Lakenorth Investment Group, LLC, where he provides investment advice as an independent contractor. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable organizations. The firm offers discretionary investment management, financial planning, and consulting services, implementing portfolios through a combination of internal portfolio managers, affiliated broker-dealer solutions, and third-party managers.

Thomas Dundorf is a CFP® with 36 years of experience in financial advising. He is currently with Family Wealth Partners, LLC and has held positions at Family Wealth Counselors of The Carolinas, LPL Financial, and Independent Advisor Alliance. Dundorf is also the sole member of FWP RE & FS, LLC, a real estate rental business. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, utilizing a range of investment strategies including traditional and alternative assets tailored to clients’ financial goals and risk tolerances.

Polly Stoecklein is a Certified Financial Planner (CFP®) with 43 years of industry experience. She is currently with Pinkerton Wealth Partners and has held roles at firms including LPL Financial and Independent Advisor Alliance. Since 2010, she has served as a trustee of the Greater Manhattan Community Foundations. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients with a range of asset management and fiduciary services. The firm employs a formula-driven investment process that combines active, passive, and tactical strategies through multiple model portfolios and educational programs.

Christopher Ward is a financial advisor at Calton & Associates, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory role, Ward helps operate his family’s cattle and hay farm and serves as a boys' golf coach at Pickens High School. Calton & Associates serves individual investors, retirement plans, trusts, and estates with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through various program structures and combines fee-based and commissionable products under a dual registration as both a registered investment adviser and broker-dealer.

Brandon Long is a financial advisor with Kestra Private Wealth Services, LLC, holding the CFP® and Series 66 designations and bringing seven years of industry experience. He previously worked at Edward Jones for six years and has been affiliated with Kestra since 2024. Outside of advising, he serves on the board of Connect Powdersville, where he manages logistics for community events involving food trucks, vendors, and entertainment. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and access to both in-house and third-party solutions.

John Dickey is a financial advisor at Vanderbilt Advisory Services with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc. and WealthWave. Outside of advising, he is involved with Netlaw Inc, a technology company focused on estate planning software. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, emphasizing strategic asset allocation and a combination of fundamental, technical, and charting analysis.

Robert Thompson is a Series 65-licensed advisor with Belpointe Asset Management LLC, based in Easley, SC, with nine years of industry experience. Prior to joining Belpointe in 2018, he worked at Williams Financial Management for two years and has served as president of his own accounting firm since 2004. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other investment advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory structures.

Robbin Broome is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Impact Partnership Wealth in 2023, he worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for seven years. Broome is also the president of a nonprofit, The Smart Lifestyle, which teaches fiscal awareness in community settings. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisers. The firm offers model portfolio solutions, direct asset management, financial planning, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

John Fink IV is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Horace Mann Investors, Inc., Lincoln Financial Advisors, and Simplicity Investments. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program called Starlight Portfolios.

John Cox is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with TD Bank and its affiliates since 2014. Outside of his advisory role, he is a partner in a real estate investment business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC. She holds a Series 66 designation and has three years of industry experience. Prior to joining Steward Partners in 2025, she worked at Ameriprise for eight years. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Bill Harwood is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial, LLC since 2003 and joined Independent Advisor Alliance in 2017. He has taught financial planning seminars for medical residents and provides tax preparation services for his investment clients. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven tools and maintains unique industry connections through its network model and affiliations.

Ray Croff is a financial advisor with Brookstone Capital Management LLC and holds a Series 63 designation. He has eight years of industry experience, including time at Hall ETF Wealth Management System, Inc., and over two decades of self-employment prior to joining Brookstone. Outside of advising, he is involved in exit planning roundtables, working with business owners on preparing for the sale and value creation of their businesses. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and is notable for its platform support of a large advisor network and its integration with insurance and banking referral channels.

Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.

Stephen Blackwell is a Certified Financial Planner® with 18 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial and Edward Jones. Outside of his advisory work, he is the owner of Purpose Planner, LLC, which offers a faith-based budgeting app aimed at Gen Z, and is also an author focusing on financial literacy for the same demographic. He serves on the boards of Collins Children's Home and IMPACT Pickens County Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.