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.

Roger Kuperman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2022. Outside of his advisory role, Kuperman serves as a board member and leader for the National Fragile X Foundation South Carolina chapter and consults for the South Carolina Developmental Disabilities Council. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional investors, offering a range of investment advisory, financial planning, and managed account services.

Daniel Klemm Jr. is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been with Centaurus Financial since 2014. Outside of his advisory role, he owns and manages a non-investment related business that handles branding and administrative services. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management options, including discretionary and non-discretionary arrangements, employing a blend of fundamental and technical analysis with access to model overlay programs and third-party money managers.

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.

Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at LPL Financial since 2011 and Independent Advisor Alliance since 2014. He is also president of Crescent Financial Group, an insurance agency. Independent Advisor Alliance serves a wide range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, uses various investment strategies, and leverages technology platforms for asset aggregation and estate planning.

Kelly Anderson is a financial advisor with Stratos Wealth Partners, Ltd and LPL Financial, LLC, holding a Series 66 designation and 14 years of industry experience. He has been with both firms since 2012. Outside of his advisory role, Anderson is a distributor of nutritional products through AdvoCare. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers open-architecture portfolio management and financial planning services, utilizing multiple custodians and both affiliated and third-party sub-advisors to tailor investment strategies to client goals.

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 a Series 66 license and previously worked for Edward Jones for 13 years before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party strategies, and operates with a range of revenue sources uncommon among large enterprises.

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.

Eric Gluse is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2021, following prior roles at Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by third-party platforms and an AI-enhanced equity research team, to deliver tailored investment solutions.

Robert Morin is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Centaurus, he worked at Mantei & Associates and Creative Innovations, LLC. Morin also serves as a sales assistant for two non-investment related entities connected with Mantei & Associates and Cola Wealth Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements and a variety of investment analysis methods.

Jonathan Hope is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at VALIC Financial Advisors since 2005 and is also associated with Agia, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Wilcox is a financial advisor with Centaurus Financial, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He served in the South Carolina Air National Guard for 10 years and is a retired Lieutenant Colonel from the United States Air Force, currently receiving military retirement and Veterans Administration benefits. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm’s advisors offer financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management with various analytical approaches and model overlay options.

Katherine Boylston is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining &PARTNERS. Located in Columbia, SC, she currently serves clients through her role at the firm. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party strategies through the Envestnet platform.