Mark Faulkenberry

Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

John Peay is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds the PFS™ and Series 65 credentials and has worked at Savant Wealth Management since 2023, following prior roles at Peay and Associates LLC and Swaim Brown Wealth Management LLC. Outside of his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth and investment management services to a diverse client base, including individuals, families, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with customizable portfolios and offers integrated services such as tax, legal, and trust solutions through affiliated entities.

David Ramage is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining Savant in 2023, he worked at Swaimbrown Wealth Management and Upstate Insurance Consultants, where he remains a part-owner and provides oversight. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using diversified model portfolios and provides a range of additional services including financial planning, family office, trust, and corporate retirement plan consulting.

Christopher Benson is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2012. He is also the president and sole member of Benson Wealth Management, LLC, which he established to manage operating expenses and liability matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Henry Summer is a CFP® with 38 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. He has held multiple roles including CPA and attorney since 1973 and is involved in several business activities such as managing his own accounting and tax preparation firms and serving as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Summer also serves on the Newberry County Election Commission. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to implement discretionary and non-discretionary investment strategies.