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.

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.

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.

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.

Richard Vandernoord is a CFP® with 24 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 1997 and previously spent six years at THF Advisors, LLC. He holds Series 63 and Series 65 licenses. Van der Noord Financial Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm primarily uses goals-based, passive investment strategies built with ETFs and diversified model portfolios, and is notable for its ERISA-focused retirement plan work and use of third-party service providers incorporating artificial intelligence and machine learning.

Jennifer Lahaie is a financial advisor at JEHM Wealth & Retirement, LLC with 11 years of industry experience. She holds the Series 65 credential and has worked at JEHM Wealth & Retirement since 2016. Lahaie is also president of the Laurel Lake Homeowners Association. JEHM Wealth & Retirement serves individual and high-net-worth clients, offering comprehensive financial planning, consulting, and discretionary portfolio management. The firm uses client-specific asset allocation and combines fundamental and technical analysis, implementing portfolios through model strategies and a sub-adviser relationship.

David Gerdt is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. He has worked at Van der Noord Financial Advisors, Inc. since 2011 and previously spent four years at THF Advisors, LLC. Van der Noord Financial Advisors serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering financial planning, discretionary portfolio management, and retirement plan advisory services. The firm employs goals-based, passive investment strategies primarily using ETFs and diversified model portfolios, and it features ERISA-focused retirement plan work and Section 1031 property exchange recommendations for qualifying accredited investors.

Danielle Harmon is a CFP® credentialed financial advisor with nine years of industry experience. She is currently with Clark Asset Management, LLC and has previously worked at Blue Trust, Origin Financial, and Boundless Financial Services. Clark Asset Management, LLC provides wealth management and financial planning services to individual and high-net-worth clients, primarily using a passive investment approach focused on index funds and ETFs, alongside comprehensive planning for retirement, taxes, risk management, and estate needs.

Timothy Few is a Series 65-licensed advisor with Wealth Intelligently Navigated, LLC and has been with the firm since its founding in 2026. Prior to joining Wealth Intelligently Navigated, he worked at Parallel Financial, UBER Technologies, Robert Half International, and Rocky Moo LLC. His industry experience is in its early stages. Wealth Intelligently Navigated is an SEC-registered advisory team serving individuals and high net worth clients with portfolio management, financial planning, and estate-planning consulting. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives, managing over $530 million across approximately 398 accounts.

Andrew Edwards is a financial advisor at Prota Financial in Simpsonville, SC, with three years of industry experience. He holds a Series 65 designation and has prior work experience with Lockheed Martin and the United States Air Force. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and manages $270 million in regulatory assets.

Joshua Gallman is a financial advisor at Wealth Intelligently Navigated, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Intelligently Navigated, he was involved with Unclaimed Furniture for seven years and operated as a self-employed individual for eight years. Wealth Intelligently Navigated, LLC is an SEC-registered advisory firm that provides portfolio management, financial planning, and estate-planning consulting to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client objectives and conducts regular account reviews.

Anthony Mahfood is a financial advisor with Wealth Intelligently Navigated, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fiduciary Alliance, LLC, Bison Wealth, LLC, and BB&T Investment Services, Inc. Mahfood joined Wealth Intelligently Navigated in 2026, where he is part of a seven-advisor team. Wealth Intelligently Navigated is an SEC-registered advisory firm that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning consulting primarily to individuals and high net worth clients. The firm uses a combination of asset allocation, dollar-cost averaging, technical analysis, and trading strategies tailored to client objectives and risk tolerances.

Christopher Robbins is a CFP® professional with eight years of industry experience, currently serving with Vestia Personal Wealth Advisors. His prior roles include positions at Larson Financial Securities and Larson Financial Group, as well as work at Taylor University. He is also a managing member of Vestia Insurance, LLC, where he contributes to client introductions for insurance solutions. Vestia Personal Wealth Advisors serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, and consulting for retirement plan sponsors. The firm employs an evidence-based investment approach and utilizes a combination of in-house management, third-party sub-advisors, and technology-enabled solutions.