Kevin Keller is a financial advisor with Delta Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Carolina Piedmont Investments, Retirement Wealth Advisors, and Ohio National Financial Services. Outside of advising, he is involved in managing a timber farm and supports marketing and business management for a real estate firm. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning with asset management.

Charles Mansfield is a CFA® charterholder with 23 years of industry experience, currently serving at MissionSquare Retirement. His prior roles include positions at Icma Rc Services, LPL Financial, MMC Securities Corp., and Mercer DC Advisors. Outside of financial advising, he works as a Higher Education Academic Specialist at Wake Forest University and participates as an actor in interactive dinner theater. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers Guided Pathways Advisory Services, including discretionary Managed Accounts and Fund Advice, supported by investment advice and model portfolios developed by Morningstar Investment Management.

Scott Vanderlinden is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Chelsea Advisory in 2021, he worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Vanderlinden also operates Veritus Financial Strategies, a sole proprietorship focused on investment, insurance, and financial planning. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm emphasizes a fundamental, long-term investment approach and manages diversified portfolios on a discretionary basis while allowing clients to impose investment restrictions.

George Mcdow is a CFP® professional with 17 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2013. He is also the owner of The Mcdow Group, LLC, where he works as an insurance agent specializing in life, health, annuities, dental, property and casualty, disability, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and managed account solutions, working primarily through a network of Investment Advisor Representatives who implement strategies using approved products and managers.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 13 years of industry experience. He has been with Foundations since 2018 and has prior experience at Horter Investment Management and his own firm, Pako Investments. Outside of his advisory role, he is also engaged in insurance and annuities sales through Chadmere Capital and manages property operations at Coastal Real Estate SC, LLC. Foundations Investment Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, retirement plans, and businesses. The firm offers portfolio management, financial planning, and educational workshops through a network of affiliated offices, employing model allocations and third-party sub-advisers.

Nathan Morgan is a CFP® professional with nine years of industry experience. He is currently affiliated with Schwab Wealth Advisory and has previously worked at Fidelity Investments, Deutsche Bank, and served in the United States Navy Reserve. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients through its Schwab Wealth Advisory program, using proprietary research tools and asset-allocation models. The firm operates within The Charles Schwab Corporation’s integrated financial services ecosystem.

Derick Pitaksit is a financial advisor at First Citizens Investor Services, Inc. in Charlotte, NC, holding a Series 66 designation with six years of industry experience. He previously worked at Bank of America and Merrill for ten years. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines fundamental, quantitative, and technical analysis with a variety of portfolio management options and offers integrated banking resources through its affiliation with a bank holding company.

Blayne Small is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Small was involved with Prospect Select Baseball and held positions in education at the University of South Carolina, Lancaster High School, and AR Rucker Middle School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

Mary Robertson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for the Lancaster County School District for ten years. Outside of her advisory role, she is co-owner of a goat breeding and selling operation in Lancaster, South Carolina, which she manages in part for her son. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm is known for its large retail advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Jeremy King is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

Carrie Johnson is an advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank since 2008 and joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Toni Glass is a financial advisor at Edward Jones in Lancaster, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Glass worked in veterinary and fitness-related roles, including positions at Burn Boot Camp and veterinary hospitals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Angela Wallace is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has six years of industry experience. She previously worked at Avantax Investment Services and Founders Federal Credit Union. In addition to her advisory role, she is involved in tax planning and preparation through Hess Financial Planning Inc. and Hess Tax and Accounting Group LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Joseph Santos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Robinhood Markets, The Vanguard Group, Lyft, and the University of Connecticut. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Carl Tolson III is a financial advisor with LPL Financial in Lancaster, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Founders Federal Credit Union and Cetera Advisor Networks LLC prior to his current roles since 2018. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers both advisory and brokerage services through a large network of investment adviser representatives.

John Hess is a financial advisor with Cetera in Lancaster, SC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has operated several tax and financial service businesses since 1999 and currently serves as treasurer for the Second Baptist Church of Lancaster. Hess provides financial advisory services alongside his work in tax preparation and accounting. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by multiple program structures and a combination of retirement and institutional services.

Robert Legg Jr. is a CFP®-certified financial advisor with Edward Jones in Lancaster, SC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Legg serves on the Board of Visitors for the University of South Carolina - Palmetto College and is a member of the finance committee at Second Baptist Church, where he also helps oversee Lancaster Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad network of advisors and branch offices nationwide.

Drake Hess is a financial advisor with Cetera in Lancaster, SC, holding a Series 66 designation and three years of industry experience. He has worked with Avantax and Founders Federal Credit Union and currently operates Hess Financial Planning Inc and Hess Tax & Accounting Group LLC. Outside of advisory work, he serves as treasurer for the Moriah Baptist Association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, model portfolios, and third-party managed options.

David Hamrick is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colby Wallace is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and is also a tax professional involved in preparing tax returns through Hess Tax and Accounting LLC. His prior work experience includes roles outside the financial industry, such as positions at Harbor Freight Tools and Big Lots. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Katie Catledge is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Morgan Stanley and Founders Federal Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

James Mullis III is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services Inc., and Avantax Insurance Agency. Outside of advising, Mullis serves as a poll manager for Lancaster County, SC, assisting with election day operations. Cetera Investment Advisers provides services to individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 35 years of industry experience. His career includes roles at VOYA Financial Advisors and Zenith Marketing Group/ZMG Financial Services LLC. Milbrod is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by both advisor-managed and firm-sponsored investment programs.

Elliott Wall is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Meadow Wood Farms, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.