Holli Milliken is a CFP® professional with 24 years of industry experience, currently affiliated with Truist Advisory Services. Her career includes roles at LPL Financial and First Citizens Asset Management. Milliken holds a Series 66 license and works out of Columbia, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions and utilizes third-party platforms and AI-enhanced research to support its manager selection and oversight processes.

Jamie Lawhorne is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including American Heritage Financial, OneAmerica Securities, and MML Investors Services. He is also the owner of Royalty Financial Strategies, which engages in non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a platform that emphasizes standardized model portfolios and a high client-to-advisor ratio.

David Gilliam III is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones, LPL Financial, and Flexion Therapeutics. Gilliam also operates Sage Financial Systems, LLC and serves as an insurance agent through Sage Insurance Partners. 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 uses a network model of independent advisory representatives and integrates technology platforms to provide portfolio management and estate-planning services.

Nicholas Shiver is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Calmwater Advisors, Wallick Investments, Park Avenue Securities, and Guardian Life Insurance Company. He has also been involved with the Roman Catholic Diocese of Charleston. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Vanya Hines is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within the First Citizens organization since 2018, including a role at First Citizens Asset Management. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s client process involves personalized assessments and diversified portfolio strategies across equities, fixed income, mutual funds, and ETFs.

Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Ameriprise and LPL Financial LLC. Outside of his advisory work, he has a background that includes coaching with the University of South Carolina Football Team and involvement with various educational and youth organizations. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Timothy Drawdy II is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked previously at GWFS Equities Inc and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning and serves a large participant base relative to its advisor headcount.

Robert Bellamy is a financial advisor with Empower Advisory Group in Columbia, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2020 to 2023, as well as a long tenure at TD Waterhouse Investor Services Inc. from 1999 to 2020. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered within an operational framework tied closely to Empower’s recordkeeping and administrative platforms.

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.

Daniel Klemm Jr. is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Centaurus Financial since 2014. Outside of his advisory role, he is involved with Mantei & Associates, focusing on branding and administrative functions. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, with a mix of discretionary and non-discretionary arrangements.

Terrelle George is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining First Command, he worked in roles at Frito Lay and Federal Freight LLC. Outside of his advisory role, he manages a real estate business in Irmo, SC, overseeing property managers. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.

Gregg Helman is a CFP® with 27 years of industry experience, currently affiliated with Primerica Advisors and associated with Consolidated Planning, Inc., Guardian Life Insurance Company, and Park Avenue Securities since 2012. He has developed a student loan repayment calculator and serves as co-chair of the house and grounds committee at his synagogue, as well as facilities chair for its coffee house. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Adam Davis is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding CFP®, Series 63, and Series 65 designations and bringing 25 years of industry experience. He has been with First Citizens Investor Services since 2016. Outside of his advisory role, Davis is co-owner of an event planning consulting business and serves as chairman of the Stewardship & Finance Committee and board member of the Endowment Board at St. Peters Evangelical Lutheran Church in Lexington, SC. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities by providing advisory and brokerage services. The firm’s process involves advisor-led financial assessments and employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs.

Jason Clayton is a CFP® professional with 24 years of experience in financial advisory services. He has worked with Kestra Advisory since 2016 and has longstanding ties to Kestra Investment Services and Beacon Group. Clayton is also the owner of Benefit Consultants and Administrators, Inc. dba Beacon Group, where he provides consulting, insurance, and record-keeping services for qualified retirement plans. Additionally, he serves on the finance committee of Lake Murray Presbyterian Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a variety of clients, including large institutional investors and sovereign wealth funds.

Rachel Summerton is a financial advisor at First Citizens Investor Services, Inc. with five years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with First Citizens Investor Services and First Citizens Bank since 2015. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and uses fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Daniel Gopp is a financial advisor at &PARTNERS with 14 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches and supported by platforms such as Envestnet and NFS brokerage infrastructure.

Atul Makharia is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he is involved with Mantei & Associates, which supports branding and administrative functions including payroll and benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, with a mix of discretionary and non-discretionary arrangements.

Daniel Starling is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at United Brokerage Services, Inc., Credit Union Investment Services, and several SECU-affiliated firms. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes.

Julie Haltiwanger is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Janney since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Parker Rominger is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes prior roles at Cola Wealth Advisors and service in the United States Marine Corps. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.