Angela Thames is a CFP® with 28 years of experience in the financial services industry. She is currently with &Partners, LLC, having joined in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Hunter Walters Mccarthy is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Centaurus Financial since 2015. In addition to his advisory role, he is involved in non-investment business activities related to marketing, branding, and administrative support through COLA Wealth Advisors and Mantei & Associates. 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 and portfolio management through platforms like CLASSIC Plus, employing a variety of analytical approaches and providing both discretionary and non-discretionary arrangements.

Gregory Wallace is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010. Outside of his advisory role, he serves as a unit field trainer and insurance agent and is pursuing certification as a Ramsey Solutions financial coach to assist others with basic financial education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' goals, risk tolerances, and time horizons.

William Spires is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Columbia, SC, where he has worked for 15 years. He also serves as Vice President and Co-Owner of CalmWater Advisors, LLC. Spires has 13 years of industry experience. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser with a national network of approximately 2,900 advisors, managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

George Barnes is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Edward Jones. Outside of advising, Barnes owns a CPA and tax preparation practice and manages an automated storage unit business. &Partners serves a diverse client base including individuals, institutions, and high-net-worth clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Frank Subasic is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, First Citizens Investor Services, and Wells Fargo Advisors LLC. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Jonah Palmer is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Centaurus Financial, he worked at Cola Wealth Advisors, Target, Publix, Miso Sushi, and Chapin-Irmo Recreational Facilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of analytical approaches and discretionary and non-discretionary management arrangements.

Thomas Brunson is a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Citizens Bank and First Citizens Investor Services since 2007. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process centered on comprehensive financial assessments and utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

George Skinner is a financial advisor at &PARTNERS in Lexington, SC, holding a Series 66 registration with one year of industry experience. Prior to joining &PARTNERS, he worked at Ameriprise Financial Services, LLC and served five years in the United States Marine Corps, as well as four years at the United States Navy and United States Naval Academy. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Brandon Foster is a CFP® with 20 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC. His prior experience includes roles at Truist Advisory Services and BB&T, where he worked in various capacities from 2013 through 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Erin Mccaskill is a CFP® with 15 years of industry experience, currently with First Citizens Investor Services, Inc. in Columbia, SC. She has worked with the firm and its affiliated entities since 2014. Mccaskill serves as Treasurer of the Prisma Health Upstate Foundation, a nonprofit providing healthcare services in Greenville and the surrounding community. First Citizens Investor Services, Inc. delivers advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving comprehensive assessments and applies multiple analytical approaches to portfolio management, offering services such as UMAs, SMAs, wrap programs, model portfolios, and tax-aware strategies.

Martin McClure is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2018, including predecessor firms such as BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Monica Wilson is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Citizens Bank and PNC Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm employs a client process focused on financial needs assessments and applies fundamental, quantitative, and technical analysis to asset allocation across various investment vehicles.

Logan Lupia is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions with National Life Group, Mutual of Omaha, Mass Mutual, and Metlife Securities. Outside of his advisory work, he is involved as a co-owner of Innovision Wealth Management LLC, which focuses on business branding and educational content. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and operates as both a broker-dealer and SEC-registered investment adviser.

Christopher Barnhill is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for five years and has been with Stratos Wealth Partners and LPL Financial since 2023. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Michael Campos is a Series 66-licensed advisor at D.A. Davidson & Co. with 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T affiliate firms. He is based in Lexington, South Carolina. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Frederick Felder III is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at firms including LPL Financial, First Community Bank, TNB Financial Services, and United Community Bank. Felder serves as a board member of The Certified Development Corporation of South Carolina. 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 provides both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and technology platforms, and operates through a network of independent advisory representatives often dually registered with LPL Financial.

Stephanie Vokral is a CFP® professional with 26 years of industry experience. She has been with Independent Advisor Alliance, LLC since 2014 and has also worked with LPL Financial since 2012. Vokral's activities include providing investment advisory services through multiple entities associated with Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a network model of advisory representatives supported by model portfolios, sub-advisors, and technology platforms.

George Benoit Jr. is a CFP® with 27 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2020. His prior roles include positions at BB&T Securities, BB&T Investments, and BB&T Bank, where he worked from 2009 to 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm uses a client-focused process that combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Beatrice Polak is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Capital Guardian LLC and B&G Investments Inc., where she remains active in family and personal investments outside market hours. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.