Christian Pruitt

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.

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to founding Quantaraxia in 2020, he worked at Graham Capital Management and Capstone Investment Advisors. Bastien also serves on the advisory board of Globcoin, a company focused on stable digital currency solutions linking fiat and cryptocurrencies. Quantaraxia LLC provides discretionary portfolio management and subadvisory services primarily to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm employs a quantitative and systematic investment approach that includes options, margin, and short sales, and offers subscription-based market-timing services and investment commentary.

John Mc Namara is a financial advisor at Highball Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Binary Event Network, Inc. before joining Highball Advisors in 2018. Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, focusing on passive investment management through index mutual funds and ETFs. The firm emphasizes client education, offering webinars and speaking engagements, and manages about $72 million in discretionary assets across approximately 62 client accounts.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

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.