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 in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.

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 with Advisory Services Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Advisory Services Network since 2019, following positions at BB&T Securities and Scott & Stringfellow. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on client objectives and risk tolerances.

William Morris is a financial advisor at Advisory Services Network with a Series 66 credential and one year of industry experience. His prior work includes roles at Kovack Securities Inc., Tenet Wealth Management, and North American Senior Benefits. Outside of financial services, he has experience in event management with Triple T Events and has worked in various roles including at Shipyard Baseball Complex and Sea World Orlando. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing diverse investment strategies and flexible engagement models.

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.

Craig Cochran is a financial advisor at Advisory Services Network with 13 years of industry experience. He holds a Series 66 designation and has been with Advisory Services Network since 2015. Cochran serves on the finance committee of Trinity Methodist Church, advising on the church's financial decisions. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing strategies based on clients’ objectives and risk tolerances.

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.

John Sineath Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also maintains an affiliation with LPL Financial starting in 2012. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Scott Spang is a financial advisor with \u0026Partners and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. \u0026Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary accounts.

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 at Empower Advisory Group with eight years of industry experience. He holds a Series 66 credential and has previously worked at firms including GWFS Equities, First Citizens Bank, Icon Global Business Consulting, JP Morgan Chase Bank, JP Morgan Securities, University of Phoenix, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Julia Monroe is a CFP® with 23 years of experience in financial advising, currently serving at Sanctuary Advisors, LLC. She has held roles at Raymond James Financial Services and operates Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of financial services, Monroe owns a retail business focused on dog breed-specific merchandise and participates in nonprofit work with organizations supporting orphaned youth and international medical missions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pensions, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Stephen Cooper is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Bank over a ten-year span. Outside of finance, he serves as President of the Mallard Creek Crossing Homeowners Association in Charlotte, NC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

Mitchell Hilburn is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 credentials and has been in the industry since 2025. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, applying fundamental, quantitative, and technical analysis to manage client assets.

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 worked at Monroe Financial Group and Raymond James Financial Services for over a decade. Outside of his advisory role, he owns Heart & Sol Properties LLC, which manages an investment property in Tulum, Mexico. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a network of over 400 independent investment adviser representatives. The firm supports a variety of investment approaches and acts as a fiduciary under written advisory agreements.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC in Columbia, SC, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Raymond James Financial Services and Morgan Stanley. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and maintaining fiduciary standards where agreements exist.

Kelly Steelman is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. Steelman has been with Sanctuary Advisors since 2026 and has prior experience at Sanctuary Securities, Inc., Village Christian Academy, and involvement with Village Church and Steelman Company. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension plans, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers. The firm employs various analytical methods and offers both discretionary and non-discretionary account management, with distinctive features including negotiated performance-based fees for certain clients and a multi-custodian platform.