Carolyn Lumley is a CFP® professional with 30 years of experience in financial advising. She has worked at A to Z Asset Advisors, LLC since 2008 and previously at Private Client Services LLC from 2014 to 2017. A to Z Asset Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, families, small businesses, trusts, and estates. The firm manages approximately $15.75 million across about 71 client households and employs an income-focused investment strategy using preferred stocks, closed-end funds, and ETFs, combined with comprehensive financial planning services.

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.

David Gray is the principal of David Gray Consulting LLC, an independent advisory firm based in North Augusta, SC. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. In addition to his advisory role, he serves as a Senior Project Controls Manager and Scheduler under contract with Longenecker and Associates, providing construction and plant maintenance services. David Gray Consulting LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm employs a primarily long-term, customized investment approach using fundamental, technical, and cyclical analysis, with services that include ERISA-focused plan oversight and a performance-based fee option.

Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. 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 and emphasizes financial literacy through books, newsletters, and seminars.

Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.

Robert Wynn is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Wynn Capital in Augusta, GA. He has worked with Wynn Capital since 2015 and also maintains a role at Asset Advisors Corporation. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, offering ERISA plan services including 3(38) investment manager options. The firm emphasizes long-term ownership of established companies, combining fundamental analysis with technical and cyclical tools, and manages approximately $250 million in client assets.

Brandon Williams is a financial advisor with Integrated Planning LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at Prosperity Capital Advisors and has been an executive vice president at The Smith Group, Inc., where he is involved in management and tax planning. Williams is also a licensed insurance agent and offers fixed insurance products. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a diversified investment approach grounded in modern portfolio theory. The firm delivers investment policy statements and offers discretionary portfolio management along with one-time and hourly financial planning services.

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.

Kathryn Hauer is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wilson David Investment Advisors. She has worked at Ellevest since 2023 and has provided editing services for the financial publication Benzinga since 2021. Additionally, she has been an adjunct professor of business communications at Aiken Technical College since 2012. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients, combining top-down market analysis with bottom-up security selection. The firm emphasizes financial literacy through educational materials and seminars, managing discretionary accounts held at Schwab with a focus on diversification and ongoing monitoring.

Richard Preston is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Swan Asset Management, LLC since 2015. Parvin Asset Management provides discretionary investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental company analysis combined with quantitative screening and third-party research, offering tailored portfolios and hedged strategies that utilize options to manage market risk.

William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.

Michael Turner is a financial advisor at Wynn Capital with seven years of industry experience. He holds a Series 65 designation and previously worked at Elliott Davis, LLC for six years before joining Wynn Capital in 2018. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, including ERISA plan services and 3(38) investment manager options. The firm focuses on long-term ownership of large, established companies using fundamental and technical analysis, managing portfolios primarily with individual stocks and bonds on a discretionary basis.

Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.

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.

Joseph Calhoun III is a financial advisor at Alhambra Investment Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Alhambra since 2006 and at Calhoun & Co. since 2021, where he is the sole owner. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and manages client relationships through a team-based structure.

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.

Richard Cundey is a CFP® and ChFC® with 31 years of industry experience. He is currently a managing director at Choreo, LLC and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management Services, L.L.C. Outside of his advisory role, he is involved in insurance product services with multiple firms. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed centrally and overseen by an Investment Committee.

Mark Maund is a financial advisor at Choreo, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Cherry Bekaert Wealth Management. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Paul Sipala Jr. is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining IAMS Wealth Management in 2018, he worked at Foresters Equity Services, Inc. and Florida Gulf Tax Advisors. He also operates Paul V. Sipala, Jr., LLC, offering tax preparation and insurance services including life insurance, disability, annuities, and Medicare supplements. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Angelica Orozco is a financial advisor at Spire Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Bank of America, N.A., and Merrill Lynch. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a variety of portfolio management options and financial planning. The firm employs a mix of passive, active, and tactical investment strategies and delivers proprietary risk overlays through its affiliate Corbett Road Capital Management.