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.

Roger Sheffield is a CFA® charterholder with eight years of industry experience. He is the sole advisor at Rinascita, LLC, an independent firm he has led since 2022. His prior roles include positions at Cornercap Investment Counsel Inc and his own Sheffield Investment Management, Inc. Rinascita provides discretionary asset management primarily for high-net-worth individuals, focusing on client-specific investment goals and risk tolerances. The firm employs fundamental analysis and discretion to manage portfolios that may include options strategies and margin use, along with active tax-loss harvesting.

Jason White is a CFP® with 18 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and holds ownership in a CPA firm, Payne, White, & Schmutz CPA PA. His work history includes roles at several firms spanning back to 2004, including Infinity Wealth Group and Cetera Financial Specialists. Magnolia Financial Planning Services provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, and company retirement plans. The firm emphasizes risk control and valuation-driven investment decisions and manages approximately $225.7 million in discretionary assets.

Ariel Kauffman is a CFP®-credentialed financial advisor at The Wealthcare Clinic with four years of industry experience. His prior roles include positions at Solitude Financial Services, AssetMark, Charles Schwab, and The Vanguard Group. He holds the Series 66 license. The Wealthcare Clinic, LLC is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based investment approach grounded in Modern Portfolio Theory and employs various investment vehicles, including ETFs and crypto-related ETPs, while leveraging technology tools such as artificial intelligence for operational support.

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.

Andrew Hatherley is a financial advisor with The Retirement Solutions Group, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been involved with his current firm and affiliated entities since 2008 and also works as a divorce analyst through Wise Divorce Solutions, LLC. Outside of advisory roles, he is an insurance agent and provides divorce financial analysis services. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services for individual clients, including both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals, time horizons, and risk tolerance, with regular portfolio reviews and monitoring practices such as automated rebalancing and tax-loss harvesting.

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.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is an advisor at The Wealthcare Clinic, LLC, where he has worked since 2026. His prior experience includes roles at NewRetirement Advisors, LLC, Solitude Financial Services, Inc., and Charles Schwab & Co., Inc. He is also involved with NewRetirement, Inc., providing financial planning and wellness coaching services. The Wealthcare Clinic is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm employs a goals-based investment approach using Modern Portfolio Theory and a range of investment vehicles, combining technology tools with human oversight to tailor portfolios and planning to client objectives.

Jacqueline Benjamin Hatherley is a financial advisor at The Retirement Solutions Group with three years of industry experience. She holds a Series 65 credential and has previously worked at Capstone Capital Wealth Advisors and The Investment Counsel Company. In addition to her advisory role, she owns and consults for RIA Ops LLC, a staffing and operations consulting firm. The Retirement Solutions Group serves individual investors, including both high-net-worth and non-HNW households, offering discretionary and non-discretionary asset management as well as financial planning and consulting. The firm focuses on retirement income planning, tax considerations, estate preservation, and investment selection tailored to client goals and risk tolerance.

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 with Benjamin F. Edwards Wealth Management, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. Additionally, he serves as an independent contractor providing investment advice through Lakenorth Investment Group, LLC. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, corporations, and charitable and governmental entities. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a combination of in-house portfolio managers, broker-dealer affiliates, and third-party money 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.

Martin Shapiro is a financial advisor with Creative Financial Designs, Inc. in Travelers Rest, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Creative Financial Designs since 2013 and has been involved with his business, Magic by Marty, since 1983. In addition to his advisory work, he has a long-standing involvement in the insurance industry. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers specialized strategies such as Biblically Responsible Investing.

Christopher Ward is a financial advisor at Calton & Associates, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dominion Investor Services, Inc. and Lincoln Financial Securities Corporation. Outside of his advisory work, Ward helps operate his family’s cattle and hay farm and serves as a boys’ golf coach at Pickens High School. Calton & Associates serves individuals, retirement plans, trusts, estates, and business entities through fee-based portfolio management and financial planning. The firm integrates multiple investment approaches and offers both direct account management and third-party money manager options.

Brandon Long is a CFP® with 8 years of industry experience, currently with Kestra Private Wealth Services, LLC. Prior to Kestra, he spent six years at Edward Jones. Outside of his advisory role, he serves as a board member for Connect Powdersville, where he manages logistics for community events. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships.

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.