Roger Hall is a financial advisor with Hall Asset Management Group, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Hall Asset Management Group since 2012 and previously worked at Motiv8 Investments LLC. In addition to his advisory work, Hall is involved in insurance and elder care planning through his ownership of related businesses, dedicating a portion of his time to these services. Hall Asset Management Group provides personalized financial planning and consulting for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm refers clients to third-party money managers based on documented client objectives and delivers services on an hourly or fixed-fee basis without managing client assets directly.

Todd Henning is a financial advisor at The Bridge Financial Advisors with 13 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his advisory role, he worked at BlueCross BlueShield for six years. The Bridge Financial Advisors provides investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach emphasizes diversification and fundamental analysis, managing both discretionary and non-discretionary accounts with a focus on mutual funds, ETFs, equities, fixed income, and options.

Richard Newsome is a CFP® certificant with 19 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 2004. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for around 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and maintains a medium-to-long-term investment orientation while offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

William Walkup is a Series 65-licensed advisor with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1992. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for about 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and a medium-to-long-term orientation, and offers related accounting, tax-preparation, and estate-administration services through affiliated entities.

Christopher Walkup is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with William B. Walkup & Associates, Inc. since 1996. William B. Walkup & Associates, Inc. provides discretionary investment supervisory services and financial planning to individuals, trusts, estates, business entities, and pooled investment vehicles, managing approximately $159 million for roughly 50 clients. The firm combines fundamental and technical analysis with asset-allocation strategies and manages stock investment partnerships, offering related accounting, tax-preparation, and estate-administration services through affiliated entities.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Craig Mcdaniel is a CFP® with 42 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2009. He also has a background with Capital Investment Group, Inc. dating back to 2004. Outside of advisory work, Mcdaniel is an insurance agent with The McDaniel Corporation and is a self-employed lender to individuals. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a range of analytical methods and conducting ongoing portfolio reviews.

Joshua Huggins is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Investment Group, Inc, The McDaniel Corporation, and Agnew Lake Services. He is also active as an insurance agent with The McDaniel Corporation. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Patrick Moody is a financial advisor at Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation with four years of industry experience. Prior to joining Good Life Advisors in 2022, he worked at LPL Financial and Cornerstone Financial Management. Outside of advising, he serves as a swimming coach at Blythewood High School and works as a color analyst for ESPN. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers a range of portfolio management and planning solutions, including educational seminars and subscription-based services.

Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2021 and previously at Ameriprise from 2019 to 2021. Outside of advising, he has experience working with the University of South Carolina football team and at Camp Cedar Cliff. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms to manage client allocations.

John Sineath Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and with 15 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also maintains an affiliation with LPL Financial since 2012. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisory representatives, utilizing model portfolios, sub-advisors, and various analytical approaches to manage client assets.

Noah Powell is a financial advisor at Good Life Advisors, LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational settings including the University of South Carolina and Gray Collegiate Academy. Noah provides administrative support to Good Life Advisors. Good Life Advisors offers investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, and business entities. The firm employs a team approach and multiple analysis methods to tailor advice, and it provides access to various programmatic solutions and educational resources.

Bennett Miller is a financial advisor with Good Life Advisors, LLC in Columbia, SC. He holds a Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked in education at various schools including A.C. Flora High School and the University of South Carolina. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and ongoing planning services.

Richard Kinney is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Trek Financial since 2018 and previously worked at Horter Investment Management and Regal Investment Advisors. Kinney is also associated with Kinney Retirement Strategies, LLC, where he markets fixed insurance products as a sole proprietor. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a strategic investment approach that combines ETF-based allocations, tactical models, quantitative methods, and tax-aware direct indexing, alongside specialized risk management strategies and access to alternative investment platforms.

Jonathan Jolley is a financial advisor at Good Life Advisors, LLC in Columbia, SC, with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Southern Health and Retirement Planning, and Genoa Healthcare. Jolley is also involved with Southern Health and Retirement Planning as a senior market manager. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach using multiple analysis methods and continuous account supervision to tailor advice and offers a range of programmatic investment solutions alongside educational seminars and planning subscription services.

Robert Templeton is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers prior to joining Good Life Advisors and LPL Financial in 2016. Outside of finance, he has been involved as a musician with The Pinehill Ramblers and as an author for The Times & Democrat. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analysis methods to tailor advice and offers a range of portfolio management solutions along with educational seminars and subscription-based planning services.

Matthew Terry is a financial advisor at Arkadios Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Preservation Specialists, LLC and The Springs Company. Outside of his advisory role, he co-founded Terry Brothers Tax, a tax preparation firm, and Fort Financial Software, LLC, which develops data-audit and operational support tools. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm employs a multi-disciplinary investment approach supported by an internal portfolio team and serves as a fiduciary for retirement plan consulting.

Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has four years of industry experience and previously worked for the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member for the Kingston Forrest Homeowners Association in Irmo, SC. Independent Advisor Alliance is an SEC-registered enterprise RIA that serves individuals, small businesses, retirement plans, charities, and estates. The firm uses a combination of model portfolios, sub-advisors, and technology platforms to provide discretionary and non-discretionary investment management and financial planning services.

Robert Price is a financial advisor at Good Life Advisors, LLC in Columbia, SC, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2016 and previously worked at Waddell & Reed, Inc. Price is also involved in insurance sales, including life, health, disability, and Medicare supplements. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analytical methods to tailor advice and offers a range of programmatic solutions, educational seminars, and ongoing planning subscriptions.