Charles Crouch is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at CMC Wealth Management, LLC in Lexington, SC. He previously worked at Doyle Wealth Management, Inc. and Great West Life and Annuity. CMC Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm operates primarily on a non-discretionary basis, emphasizing client control over trade decisions and employing a combination of charting, fundamental, technical, and cyclical analysis in its investment process.

Jonathan O'Reilly is a Series 65 licensed advisor with Foundations Investment Advisors LLC in Lexington, SC, with five years of industry experience. He has worked at Foundations Investment Advisors since 2021 and concurrently at Limehouse Wealth Management LLC since 2026. Outside of advisory roles, he has provided insurance and non-legal estate planning administrative services through Limehouse Financial. Foundations Investment Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm utilizes model portfolios and third-party sub-advisers, providing both discretionary and non-discretionary management through a large network of affiliated offices.

Forest Dutton is a financial advisor at Brightworks Financial Planning LLC in Lexington, SC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Prisma Health, as well as service with the United States Public Health Service. Outside of advisory duties, he occasionally sells life and disability insurance as a sole proprietor. Brightworks Financial Planning provides financial planning, investment management, and retirement consulting for individuals, businesses, and pension plans. The firm employs both passive and active investment strategies and uses third-party managers and model marketplaces to manage approximately $72.9 million in client assets.

William Fields is the owner, CEO, and CCO of Shadow Wealth Management, LLC in Lexington, SC, with 34 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Structured Financial Associates, Inc. since 2008 and Intercarolina Financial Services since 2021. Shadow Wealth Management provides customized investment management primarily for individual and high-net-worth clients, managing approximately $15.4 million across about 35 client relationships. The firm employs a mix of fundamental, technical, cyclical, and behavioral analysis with a generally long-term orientation while allowing tactical adjustments, including the use of options, margin, short sales, and private placements where appropriate.

Jonathan Wallace is a CFA® charterholder and Series 65 licensed advisor with two years of industry experience. He is the founder of Wayfinder Wealth Warriors LLC and previously served 20 years in the United States Navy. Outside of his advisory role, he works as a Senior Naval Science Instructor teaching Navy JROTC at Lexington One School District in South Carolina. Wayfinder Wealth Warriors LLC provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, employer plan sponsors, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach combining passive and active strategies and places particular emphasis on retirement plan services including participant education and ERISA 3(38) investment management.

Charles Estes is a financial advisor with Better Things Financial Partners LLC in Lexington, SC, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has operated as a sole proprietor since 2012 and has been with Better Things Financial Partners since 2014. Approximately half of his time is spent on insurance sales and services. Better Things Financial Partners is an independent firm providing fee-based investment management and financial planning primarily to individual clients. The firm offers non-discretionary portfolio management alongside comprehensive planning services covering wills, estate/trust matters, taxes, and insurance.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at First Citizens Bank and Retirement Wealth Advisors, Inc. prior to joining Wealthspan. Outside of advisory work, Mendenall provides tax preparation services as a CPA through Lisa Mendenall CPA. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs both active and passive investment models, combining fundamental and technical analysis, and maintains multiple formal affiliations with other investment advisers and related businesses.

Blake Amick is a CFP® and ChFC® with 40 years of experience in financial advising. He is currently with Wingstem Wealth, LLC and has prior experience at Cetera Advisor Networks LLC. Outside of advisory work, he is involved in fixed insurance sales through Wingstem Services, Inc., manages timberland via Covey Call LLC, and is a 50% owner of an employee benefits firm, Amick, Bahnmueller and Associates. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, combining quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting with a focus on regular client reporting and written summaries of material changes.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Wealth Advisors, LLC and Bryson City Slingshots, LLC. In addition to his advisory role, he independently provides college admissions and financial aid consulting through The College Funding Center of SC, LLC, where he is also involved in insurance services. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis, offering both active and passive model portfolios and collaborating with third-party sub-advisers when appropriate.

William Amick is a CFP® professional with 13 years of experience in financial advisory services. He is currently with Wingstem Wealth, LLC and Private Client Services, having previously worked at Cetera Advisor Networks LLC. Outside of his advisory work, he serves on the board of the state division of Ducks Unlimited and is involved in conservation-related activities through Covey Call LLC. Wingstem Wealth provides advisory services to individuals, retirement plan sponsors, and corporate clients, employing a combination of quantitative, fundamental, technical, and economic analysis to manage portfolios. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan consulting, with a focus on regular client reporting and performance reviews.

James Teeter III is a financial advisor with Adapt Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. He is also the founder of Premarital Planner, through which he works as an author, educator, podcast host, and speaker. Adapt Wealth Advisors serves individuals, families, family offices, trusts, and qualified retirement plans by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a generally long-term investment approach tailored to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

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.

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.

Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and has 23 years of industry experience. He has been with Independent Advisor Alliance since 2014 and is also associated with LPL Financial. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, retirement plan consulting, and wealth coaching through a network of over 200 advisors, utilizing model portfolios, third-party managers, and technology platforms to manage client investments.

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.

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.