Brigid Jones Mook

Joseph Benson is a financial advisor with United Capital Financial Advisors in Anderson, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Goldman Sachs Personal Financial Management and Lion Street Financial. He has experience in both investment management and financial planning. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable models and offers ancillary services such as 1031 exchange introductions and ESG-focused strategies.

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Thomas Mcdonald is a financial advisor at United Capital Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. In addition to his advisory role, he manages a commercial office building in Anderson, SC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Liliya Gubceac is a financial advisor with Summit Wealth Group, holding Series 65 and Series 66 designations and 18 years of industry experience. She has worked at Summit Wealth Group and Commonwealth Financial Network since 2006 in various capacities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, using a range of analytical approaches and frequently implementing strategies through third-party money managers.

Jeffrey Falke is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management and consulting services.

Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.