Charles Mcdaniels

Susan Greene Lockwood is the sole advisor at Greene Directions LLC in Anderson, SC, holding Series 63 and Series 65 licenses with 35 years of industry experience. Her prior work includes roles at Premium 72 Capital and SANDLAPPER Wealth Management, LLC. She also owns Many Hands Administrative Services, LLC, a consulting business offering drafting of business documents. Greene Directions is a registered investment adviser serving individuals, small businesses, and high-net-worth clients with client-specific investment programs. The firm manages accounts on a non-discretionary basis, employing both fundamental and technical analysis while emphasizing periodic account reviews and a range of investment instruments.

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.

Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.

Laura Cook is a CFP® professional with 13 years of experience in financial advising. She is currently the sole advisor at Flourish Financial Life Planning, an independent firm she joined in 2023. Prior to this, she worked at Ameriprise Financial Services, LLC and Raymond James & Associates. Flourish Financial Life Planning is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers comprehensive financial planning, discretionary investment management tied to ongoing planning, and educational seminars or speaking engagements.

Jason White is a CFP® professional with 17 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and is also an owner of Payne, White, & Schmutz CPA PA, a CPA firm based in Seneca, SC. 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 integrates retirement, tax, insurance, and estate planning into written financial plans and ongoing investment management, using a valuation-driven stock selection and risk-management approach.

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with a Series 65 credential and three years of industry experience. He is also involved in non-investment businesses, including A to Z Landscaping, LLC, where he works as an employee, and A to Z Sanitation, LLC, where he is a part-owner. IQ Capital Strategy, LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across about 154 client accounts. The firm employs an investment approach focused on technical analysis using algorithmic trade-signal software and utilizes ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with lower volatility.