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.

Jeremiah Barwick is a financial advisor at Keen Capital, Ltd with a Series 65 designation and one year of industry experience. His prior work includes roles at Wealth Enhancement Group and TrinityPoint Wealth, LLC, as well as service in the United States Air Force. He has also worked in consulting and insurance prior to his current position. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations by providing comprehensive wealth management that integrates financial planning and investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds, ETFs, individual securities, and independent managers, and also offers accounting and tax-related services on fixed-fee arrangements.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

Caine Crawford Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has been with Virtue Capital Management since 2023 and has a background working with the Federal Employee Advocacy Group and as an independent agent. Outside of traditional advisory roles, he is involved in financial education and planning specifically for federal employees. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for over 4,000 clients. The firm uses strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager selection and due diligence.

Mark Ebert is a financial advisor with Commonwealth Financial Network based in Chapin, SC. He holds the Series 66 designation and has been with Commonwealth Wealth Financial Network since 2024. Outside of his advisory role, he serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through his ownership of Paramark, LLC, as well as consulting for an online orthopedic retailer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Stephanie Hafter Lipford is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. She serves as a board member of the District Five Foundation, a nonprofit supporting local schools through fundraising and grant allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation.

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.

John Sumbera IV is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.