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James Allison is a financial advisor at First Dominion Wealth Advisors LLC with nine years of industry experience. His background includes roles at OneAmerica Securities, American United Life, Nationwide Securities, and Nationwide Insurance, as well as extensive self-employment in financial services. He holds Series 63 and Series 65 licenses and owns First Dominion Financial Group, LLC, a financial services business. First Dominion Wealth Advisors LLC offers personalized financial planning and non-discretionary investment management primarily for individuals and families, with a specialization in serving families that include an individual with a disability. The firm employs a structured discovery process and a subscription model, emphasizing diversified, low-cost index funds and ETFs, and manages potential conflicts related to affiliated insurance activities through separate legal entities.

William Coscioni is a CFP® with 12 years of industry experience, currently serving as the CEO of Wealthcare in Aiken, SC. He has been with Wealthcare/Financial Planners, LLC since 2012. In addition to his advisory role, he provides tax planning and tax return preparation services through his company. Wealthcare offers tailored investment and planning services to individuals and families, including high-net-worth clients, focusing on discretionary asset management, financial planning, and income tax planning. The firm uses a combination of economic, fundamental, and technical analysis to construct customized portfolios primarily consisting of mutual funds, ETFs, stocks, and bonds.

Patrick Hauer is a financial advisor at Wilson David Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Quasar Distributors, LLC and Horizon Investments since 2016. Outside of his advisory role, Patrick is employed full time as a financial analyst for Charter Communications in a non-investment capacity. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection, offering services that include financial planning, tax preparation, and financial literacy education through various publications and seminars.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Keystone Financial Services. Outside of finance, he has experience in entrepreneurial and service roles, including operating a window cleaning business and involvement with a dance hall. Cornerstone Wealth Group is an SEC-registered adviser serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers portfolio management and financial planning services, with an investment approach centered on model portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Trent Arnold is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has been with Archer since 2013. In addition to his advisory role, Arnold owns and manages a CPA firm that provides accounting and tax services. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, offering customized portfolio management and model-based strategies primarily through separately managed accounts and proprietary mutual funds.

William Tripp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in farming as the owner of Tripple B Farms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates technology platforms to support portfolio management and estate planning.