Edward Tuggle is the sole advisor at Camco, LLC, an independent firm based in Camden, SC. He holds Series 63 and Series 66 licenses and has 18 years of industry experience, including 16 years with Camco. Prior to founding Camco, his background includes broker-dealer roles. Camco provides discretionary portfolio management for individual investors, focusing on taxable accounts and tax-deferred IRAs. The firm emphasizes a global, horizon-focused investment approach that aims to anticipate market events and limit downside risk through diversified portfolios of funds, income-producing securities, and cash allocations, with discretionary management handled through a single custodian.

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.

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.

William Galloway Jr. is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bb&T Securities and Scott & Stringfellow. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers managing approximately $8.6 billion in client assets.

William Morris is a financial advisor at Kovack Advisors, Inc. with Series 66 credentials and approximately one year of experience. His prior roles include positions at Tenet Wealth Management, North American Services Benefits, and Trident Transport, among others. Outside of finance, he has experience working with organizations such as Charleston Southern University and Shipyard Baseball Complex. Kovack Advisors, Inc. is a multi-team SEC-registered advisory firm with over 250 advisors and more than $6 billion in assets under management. The firm serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, employing a technology-driven investment process and offering a range of discretionary and non-discretionary services.

Jonathan Fike is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His work history includes roles at Kovack Securities, Inc. since 2014 and Advisory Services Network since 2011. Outside of his advisory work, Fike is involved in leading a capital campaign for Village Church in South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and retirement-plan services, managing approximately $8.6 billion in client assets.

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.

Craig Cochran is a financial advisor with Advisory Services Network, holding a Series 66 credential and 12 years of industry experience. He has worked with Advisory Services Network since 2015 and concurrently with Kovack Securities Inc. and Tenet Wealth Management since 2014 and 2011, respectively. Outside of his advisory roles, he serves on the finance committee of Trinity Methodist Church, providing guidance on the church’s financial decisions. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Justin Dorton is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has two years of industry experience and has worked at firms including Kovack Securities, Tenet Wealth Management, and Allstate Insurance. Outside of financial services, he serves as an assistant youth baseball coach in Camden, South Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with tailored strategies across various asset classes, managing approximately $8.6 billion in client assets.

Scott Spang is a financial advisor with &Partners who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior experience includes positions with Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. &Partners serves a diverse 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 advisory services, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Wade Engebretson is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His work history includes roles at GWFS Equities, Inc., First Citizens Bank, Icon Global Business Consulting, JP Morgan Chase Bank, JP Morgan Securities, Merrill, and Premiere Retirement Planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Julia Monroe is a CFP® with 23 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. She has previously worked with Raymond James Financial Services Advisors and owns Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of her advisory work, Monroe is involved in retail through Dog On It, LLC, and serves on the board of No Longer Abandoned, a nonprofit focused on group homes for orphaned youth in the Philippines. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and supports a wide range of investment philosophies using sub-advisors and third-party platforms.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with Monroe Financial Group since 2012 and joined Sanctuary Advisors and its affiliated entities in 2023. Outside of his advisory work, he owns Heart & Sol Properties LLC, which manages a rental property in Tulum, Mexico. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary strategies, supported by a network of independent advisors and affiliated broker-dealer services.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types, utilizing a large network of independent advisors and affiliated entities to deliver portfolio management and retirement-plan consulting.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kenneth Kolb Jr. is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones in Columbia, SC. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.