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. in Lexington, SC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at National Life Group and Bankers Life. He is owner of RT Blake Financial Group, LLC and Blake Insurance and Financial Group, LLC, and is a general member of Business Network International. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, 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 at Centaurus Financial, Inc. in Lexington, SC, holding Series 65 and Series 63 designations with 15 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, Hawkins is involved with Mantei & Associates, where he participates in branding and administrative activities. 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, and specialized advisory services with a mix of discretionary and non-discretionary arrangements across a broad range of investment strategies.

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.

Angela Klosterman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 66 and Series 63 credentials and five years of industry experience. She has worked at First Citizens Bank and First Citizens Investor Services since 2016. Ms. Klosterman serves on the Emerging Leaders Board of Directors for the South Carolina Bankers Association. 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 entities. The firm offers portfolio management, wrap programs, model portfolios, a Guided Investing platform, Tax Aware services, and financial planning, focusing on client-specific assessments of financial needs, risk tolerance, and time horizon.

Rene Eisele is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at TIAA for 13 years before joining Valic Financial Advisors in 2024. Outside of his advisory work, he is the founder and president of The Lovis Foundation, a nonprofit focused on supporting young people in the disability community, first responders, and others. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction.

John Hudgens III is a CFP® with 22 years of experience in the financial services industry. He has been with Truist Advisory Services since 2019, including roles at its affiliated entities, and previously worked at BB&T. He serves on the boards of The Citadel Real Estate Foundation and the Prisma Foundation, contributing to real estate asset management and community healthcare support. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Nathan Bradham is a financial advisor at D.A. Davidson & Co. based in Lexington, SC, holding Series 63 and Series 65 credentials with seven years of industry experience. He previously worked at Truist Investment Services and Wells Fargo in various capacities. Bradham serves as treasurer and secretary of the Bonhomme Green Home Owners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Ryan Gay is a CFP® professional with 15 years of experience in the financial services industry. He has been with First Command Advisory Services since 2015 and has worked with related First Command entities since 2011. In addition to his advisory role, he is an investor in a collectibles trading company where he occasionally provides business advice and support. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party managers.

Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and five years of industry experience. Prior to his advisory role, he worked at the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member of the Kingston Forrest Homeowners Association in Irmo, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with various analytical strategies and technology platforms.

William Mock is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Janney, he worked at Lake Norman Boat Rentals & Sales and attended the University of South Carolina. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Nicholas Skey is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Bank and Freight Handlers Inc. He also serves as a notary. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management with a range of analytical techniques and technology platforms to support client needs.

Lawrence Orr III is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Grant Summerford is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses. He has been with TD Bank and its affiliates since 2016, including his current role starting in 2026. Summerford is based in Columbia, SC, and has one year of industry experience. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers a range of portfolio management and financial planning services.

Justin Whitsett is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, MPZ Entertainment/Marcos Pizza, and Nephron Pharmaceuticals. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Gwennette Morant is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and also works at TD Bank, N.A., where she has been employed since 2008. Outside of her advisory role, she provides library services as a desk clerk at the Richland County Library. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing ongoing portfolio management, financial planning, and custodial support.