James Allison is a financial advisor at First Dominion Wealth Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OneAmerica Securities, American United Life, Nationwide Securities, and Nationwide Insurance. He is also the owner of First Dominion Financial Group, LLC, which provides financial services including non-variable insurance sales. First Dominion Wealth Advisors offers personalized financial planning and non-discretionary investment management, focusing on families that include an individual with a disability. The firm employs a structured discovery process and a subscription model for planning, emphasizing diversified, low-cost index funds and ETFs, with all trades requiring client approval.

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 a financial advisor with David Gray Consulting LLC in North Augusta, SC. He holds a Series 65 designation and has four years of industry experience. Prior to founding his firm, he worked at Matrix PMO and Williams Plant Services. David also maintains a full-time role as a senior project controls manager for 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 a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, pensions, and charitable organizations. The firm emphasizes a long-term, customized investment approach with a combination of fundamental, technical, and cyclical analysis, and provides ERISA-focused plan oversight alongside alternative fee arrangements and institutional custody benefits.

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 13 years of industry experience. He has been with Wynn Capital since 2015 and previously worked at Asset Advisors Corporation from 2013 to 2015. Wynn Capital serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management and ERISA plan services with a focus on a long-term, buy-and-hold equity strategy centered on large, established publicly traded companies.

Brandon Williams is a financial advisor at Integrated Planning LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2023. Prior to this, he spent seven years at Prosperity Capital Advisors and concurrently serves as executive vice president at The Smith Group, managing tax planning and preparation. Williams is also a licensed insurance agent offering fixed insurance products. Integrated Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $76.7 million across about 161 client relationships, using a proprietary investment approach guided by modern portfolio theory and maintaining documented investment policies for each client.

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 at Wilson David Investment Advisors. She has worked at Ellevest and provides editing services for the financial publication Benzinga. Additionally, she is an adjunct professor of business communications at Aiken Technical College. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients. The firm emphasizes financial literacy through books, newsletters, and seminars, combining top-down and bottom-up investment strategies with ongoing portfolio 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.

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.

Carlos Cato is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and AT&T. Outside of his advisory role, he serves on the Savannah River Site Citizens Advisory Board, advising on the disposal and cleanup of nuclear waste in his community. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation and manager research.

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 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Cherry Bekaert Wealth Management, LLC for 22 years. Outside of his advisory work, he initiates and services insurance products as an agent with Dempsey Companies and Ash Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a disciplined investment process combining strategic asset allocation, quantitative screening, and approved managers, offering a broad range of advisory services from portfolio management to specialized consulting.

Paul Sipala Jr. is a financial advisor at IAMS Wealth Management, LLC with 41 years of industry experience. He holds the ChFC® designation along with 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, through which he provides tax preparation, insurance sales, and fixed and index annuities to clients. IAMS Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and trusts, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a wide range of investment instruments and uses proprietary model portfolios, AI tools, and a network of affiliated advisers to tailor and manage client accounts.

Stuart Gertman is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He serves on the budget and finance committee of the Central Conference of American Rabbis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments when appropriate.