Kathryn Dianne Vause

James Mahaney is a ChFC® with three years of experience at Mavericus Retirement Services LLC and 25 years previously at Prudential Financial. He is the owner of FinLit Solutions, LLC, a financial education business focused on improving public financial literacy. Mavericus Retirement Services LLC provides flat-fee, advice-only financial planning specializing in retirement income design through virtual engagements. The firm emphasizes modern portfolio theory, asset allocation, and low-cost passive investments while avoiding portfolio management and percentage-of-assets fees.

Elbert Smalls is the sole advisor at Winyah Financial Services, LLC in Georgetown, SC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with the firm, formerly known as Sun Financial Services, Inc., since 1988. Outside of advisory services, Smalls also works as an independent insurance agent, handling insurance and annuity transactions. Winyah Financial Services provides investment supervisory services and consulting to individual clients, focusing on individualized portfolio management along with estate, retirement, and insurance-related advice. The firm employs fundamental analysis and a long-term purchase strategy, offering primarily non-discretionary engagements with ongoing monitoring and at least quarterly reviews.

George Magas is a financial advisor with Tucker Asset Management LLC, holding a Series 65 license and two years of industry experience. He has been the owner of George S. Magas, CPA, PC since 1990, providing tax services and representing clients before the IRS. Additionally, he works as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory, employing a top-down, macroeconomic asset-allocation process that includes alternative investments and third-party managers.

F. Houghton Phillips II is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America prior to joining Janney in 2020. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Kent Vannier is a financial advisor with Edward Jones in Georgetown, SC, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory work, he owns and maintains rental property in Georgetown. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 financial advisors nationwide.

Molly Vannier is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies and investment solutions supported by a large network of financial advisors and branch offices.