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.

Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. 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 operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.

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. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Wells Fargo. Outside of his advisory role, he serves as treasurer and secretary for the Bonhomme Green Home Owners Association in Lexington, SC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients, offering a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

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 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.

Justin Whitsett is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to his current role, he worked at LPL Financial and held positions at MPZ Entertainment/Marcos Pizza and Nephron Pharmaceuticals. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with active monitoring and access to both proprietary and third-party strategies.

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.

Daniel Lauffer is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.

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.