Ronny Hair

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 has worked at Keystone Financial Services and Cornerstone Wealth Group, LLC. Outside of his advisory roles, he has experience in various other business activities including employment in marketing-related positions. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients through comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model portfolios and discretionary management.

William Tripp is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory role, he is involved in farming through ownership of Tripple B Farms. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a solicitor for third-party managers, utilizing a combination of model portfolios, sub-advisors, and technology platforms to manage client assets.

Dean Blissit is a financial advisor with &PARTNERS in Aiken, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a board member and serves on the Membership Committee of The Green Boundary Club, a social dining and hospitality organization. &PARTNERS serves a broad client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan services, utilizing a combination of proprietary and third-party strategies with both discretionary and non-discretionary management options.

William Paschal is a CFP® professional with 32 years of experience in the financial industry. He currently works at &Partners and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer of the Palmetto Golf Club, a tax-exempt organization, where he assists with strategic financial decisions. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.