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.

Heath Bartlett is a financial advisor at &PARTNERS with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Ameriprise Financial Advisors, Commonwealth Financial Network, and Calmwater Financial. Outside of his advisory role, Bartlett has a personal investment interest in blackICEdata, a company developing AI-compatible data storage technology. &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 services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

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.

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.

Jessica Hope Buckner is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with Valic Financial Advisors since 2018 and has prior experience at Colonial Life and Mass Mutual Investors Services. Outside of her advisory role, she is also an agent involved in non-securities insurance products through AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions. The firm manages approximately $29.2 billion across a large client base supported by over 1,200 advisors, utilizing technology and centralized model solutions.

Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth 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 fiduciary standards consistent with the Advisers Act and ERISA.

William Mason is a CFP®-designated financial advisor with 21 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. His prior experience includes roles at First Community Bank, LPL Financial, Mason Insurance Agency LLC, and AllState Insurance Company. He provides investment advisory services through Independent Advisor Alliance, an independent RIA firm based in Columbia, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates multiple portfolio management strategies and technology platforms to support client services.

Stokes Shealy Jr. is a CFP® professional with 30 years of industry experience, currently serving at Truist Advisory Services since 2019. His prior experience includes roles at BB&T Securities and Wells Fargo Advisors. Outside of his advisory work, Shealy is involved in several community organizations, including a past presidency of the Rotary Club of Forest Acres and leadership roles in local business and charitable groups. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by AI-enabled research and inter-affiliate integration.