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.

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 &Partners since 2024, following ten years with Wells Fargo Clearing and eight years at Wells Fargo Advisors, LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and institutions. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a range of strategies and third-party managers alongside proprietary portfolios.

Cooper Gresham is a Series 66 licensed advisor with Valic Financial Advisors in Columbia, SC, and has six years of industry experience. He has held roles at Valic Financial Advisors since 2019 and currently serves as an agent for Agia, focusing on 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, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Jeffrey Thomas is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he is involved with COLA Wealth Advisors for marketing and branding purposes and is an employee at Mantei and Associates, engaged in administrative functions. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management strategies.

John Chapman Jr. is a financial advisor with Janney Montgomery Scott in Columbia, SC. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 12 years with Janney Montgomery Scott. 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 and provides brokerage services, financial planning, consulting, and multiple advisory programs through both in-house and third-party portfolio management.

Robert Blake is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Lexington, SC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at National Life Group since 2021 and previously spent 18 years at Bankers Life and Casualty Company. Blake is also the owner of RT Blake Financial Group, LLC, and serves as managing director of Blake Insurance and Financial Group, LLC; he is a member of Business Network International, a lead-sharing organization. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Lisa Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Centaurus Financial since 2015. Outside of her advisory role, she manages LUVU3000 LLC, an estate planning and asset protection entity. 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 a range of financial planning and portfolio management services, utilizing various analytical approaches and allowing for both discretionary and non-discretionary arrangements.

Dana Hawkins is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Centaurus Financial since 2015. His other business activities include roles related to marketing, branding, and administrative functions at Cola Wealth Advisors and Mantei & Associates. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a range of investment analyses, with options for model overlay programs and third-party money manager referrals.

Manning Crapps is a financial advisor with Independent Advisor Alliance, LLC in Columbia, SC, holding a Series 66 designation and 12 years of industry experience. He has worked with Independent Advisor Alliance since 2017 and has also been associated with First Community Bank and LPL Financial since 2014. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model supported by technology platforms and offers both discretionary and non-discretionary portfolio management through a range of investment approaches.

Alexander Giles III is a financial advisor with Janney Montgomery Scott, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Janney in 2021. Giles serves as an advisory board member for The Tommy and Victoria Baker School of Business at The Citadel. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs utilizing both in-house and third-party portfolio management.