Lawrence Orr III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2012, with prior experience at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Janney Montgomery Scott LLC is a large 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 services such as brokerage, financial planning, consulting, and advisory programs.

William Hammack is a financial advisor at Farther with five years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Bank of America, Merrill Lynch, and Wells Fargo Clearing Services. Outside of his advisory role, he creates non-investment related content on YouTube. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates a range of asset types including ETFs, mutual funds, equities, and fixed income.

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.

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.

Robert Shealy Jr. is a CFP® professional with 32 years of industry experience, currently serving clients at Janney Montgomery Scott since 2018. Prior to joining Janney, he worked 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 with brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple investment platforms.

John Lyon is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Independent Advisor Alliance since 2017 and previously held roles at LPL Financial Corporation and First Community Bank starting in 2008. Lyon operates under the DBA First Community Financial Consultants. 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 consulting services, utilizing a network model with supervised representatives and a combination of discretionary and non-discretionary portfolio management strategies.

Jane Goodyear is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial and Janney Montgomery Scott. Goodyear provides administrative support to Independent Advisor Alliance as part of her other business activities. 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, employing both discretionary and non-discretionary portfolio management with various analytical strategies and technology platforms.

Matthew Zion is a CFP®-certified financial advisor with six years of industry experience. He has worked at Savant Wealth Management since 2023 and previously at Paragon Financial Advisors, LLC. Before his advisory career, he was employed by AECOM from 2015 to 2019. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.

Julia Monroe is a CFP® with 23 years of experience in financial advising, currently serving at Sanctuary Advisors, LLC. She has held roles at Raymond James Financial Services and operates Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of financial services, Monroe owns a retail business focused on dog breed-specific merchandise and participates in nonprofit work with organizations supporting orphaned youth and international medical missions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pensions, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Michael Norris is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent with Agia. Outside of his advisory work, Norris volunteers on the finance committee at Shandon Baptist Church and serves on the board of the Child Evangelism Foundation, which organizes Bible study clubs for elementary school children. 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, wrap programs, financial planning, and brokerage services, with portfolios constructed using Envestnet UMA models and supported by a large network of advisors.

Seth Kurtz is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has worked at TRUIST Investment Services, Inc. and D.A. Davidson & Co., following his graduation from the University of Colorado Boulder. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.

Billy Estes III is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 12 years before joining &Partners in 2024. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with investment decisions supported by fundamental, technical, and quantitative analysis.

Mckenlee Randolph is a Series 66-licensed financial advisor with seven years of industry experience. He is currently affiliated with Valic Financial Advisors and also serves as an agent with AGIA, focusing on non-securities insurance products. His prior experience includes roles at Charles Schwab, Edward Jones, Voya Financial Advisors, and the University of South Carolina Academic Center. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives, managing roughly $29.2 billion across more than 1,200 advisors.

David Felder is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Edward Jones for 16 years. Outside of his advisory role, he is a managing member of Midway 124 LLC, an office-building business in Sumter, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies with ongoing monitoring and account reviews.

Amy Wedll is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at BMO, LPL Financial, and Bank of the West. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client process focused on financial needs, risk tolerance, and time horizon with a combination of fundamental, quantitative, and technical analysis.

Christopher Smith is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Janney since 2013 and serves as a part-time assistant tennis coach at AC Flora High School. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, financial planning, and advisory programs.

Gary Jones Jr. is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals and entities, often those connected to TIAA-administered employer retirement plans, offering financial planning and discretionary managed account programs. The firm provides a combination of point-in-time planning services and ongoing portfolio management within a vertically integrated model that includes affiliated funds and a fiduciary RIA service.

Clinton Bowen IV is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked for Edward Jones for 10 years. Outside of his advisory role, Bowen plays fiddle in a bluegrass band and is an Airbnb host. &PARTNERS serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, and retirement plan consulting. The firm offers discretionary and non-discretionary investment management using a combination of proprietary and third-party strategies, supported by ongoing monitoring and periodic reviews.

Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.

William Davis is a financial advisor at &Partners in Columbia, SC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at Boger & Peters LLC and Ashton Woods Homes. Before entering financial advisory, he operated Melvins BBQ Inc for seven years. &Partners serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with both discretionary and non-discretionary management options.