William Addison is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 credentials. He has 13 years of industry experience, including roles at LPL Financial and First Community Bank. Addison is also a commissioned notary public in Columbia, South Carolina. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement consulting. The firm employs a network model with numerous advisory representatives and utilizes various portfolio management strategies alongside technology platforms to support client needs.

Nicholas Sherrer is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. He has held roles at Independent Advisor Alliance, LPL Financial LLC, and Sage Financial Systems, among others, with work experience spanning various positions since 2014. Outside of finance, his background includes employment in education and retail sectors. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management approaches and integrates technology platforms to enhance client services.

Kevin Kelly is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has six years of industry experience, including prior roles at Hergenroeder Financial Advisors and LPL Financial. His background also includes work outside finance at The Flipside Restaurant and Grill Marx Steak House and Raw Bar. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, leveraging both discretionary and non-discretionary strategies and technology platforms to support client needs.

Angela Thames is a CFP® with 28 years of industry experience, currently serving as a financial advisor at &Partners. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with a combined tenure of 15 years at those firms. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party manager solutions through platforms like Envestnet.

Rollie Roberts is a financial advisor with Valic Financial Advisors in Columbia, SC, holding a Series 66 credential and 26 years of industry experience. He has worked at Agia since 2022 and AIG Retirement Advisors since 2009. Roberts is a silent partner in his wife's real estate business but has no active management role in those activities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors and implements discretionary unified managed accounts using third-party UMA model managers.

Hunter Walters Mccarthy is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Centaurus Financial since 2015. In addition to his advisory role, he is involved in non-investment business activities related to marketing, branding, and administrative support through COLA Wealth Advisors and Mantei & Associates. 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 and portfolio management through platforms like CLASSIC Plus, employing a variety of analytical approaches and providing both discretionary and non-discretionary arrangements.

Gregory Wallace is a financial advisor at Bankers Life Advisory Services, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010. Outside of his advisory role, he serves as a unit field trainer and insurance agent and is pursuing certification as a Ramsey Solutions financial coach to assist others with basic financial education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients' goals, risk tolerances, and time horizons.

Erika Lewis is a financial advisor at First Command Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked within multiple entities of the First Command organization as well as roles outside the financial industry, including at Omega Fi and Second Avenue Animal Hospital. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Frank Subasic is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, First Citizens Investor Services, and Wells Fargo Advisors LLC. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Jonah Palmer is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Centaurus Financial, he worked at Cola Wealth Advisors, Target, Publix, Miso Sushi, and Chapin-Irmo Recreational Facilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of analytical approaches and discretionary and non-discretionary management arrangements.

Thomas Brunson is a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with First Citizens Bank and First Citizens Investor Services since 2007. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process centered on comprehensive financial assessments and utilizes fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Brandon Foster is a CFP® with 20 years of industry experience, currently serving as a financial advisor at First Citizens Investor Services, Inc. in Columbia, SC. His prior experience includes roles at Truist Advisory Services and BB&T, where he worked in various capacities from 2013 through 2024. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Erin Mccaskill is a CFP® with 15 years of industry experience, currently with First Citizens Investor Services, Inc. in Columbia, SC. She has worked with the firm and its affiliated entities since 2014. Mccaskill serves as Treasurer of the Prisma Health Upstate Foundation, a nonprofit providing healthcare services in Greenville and the surrounding community. First Citizens Investor Services, Inc. delivers advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a client-centered process involving comprehensive assessments and applies multiple analytical approaches to portfolio management, offering services such as UMAs, SMAs, wrap programs, model portfolios, and tax-aware strategies.

Martin McClure is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2018, including predecessor firms such as BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Monica Wilson is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with First Citizens Bank and PNC Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, wrap programs, and financial planning. The firm emphasizes advisor-led assessments and combines fundamental, quantitative, and technical analysis to allocate investments across various asset classes.

Kendall Matthews is a financial advisor with First Command Advisory Services in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with First Command and its affiliated entities since 2013. Matthews serves as Treasurer for the Delta Sigma Pi Business Fraternity. First Command Advisory Services 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 multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers who select managers and model portfolios from approved lists.

Logan Lupia is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions with National Life Group, Mutual of Omaha, Mass Mutual, and Metlife Securities. Outside of his advisory work, he is involved as a co-owner of Innovision Wealth Management LLC, which focuses on business branding and educational content. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and operates as both a broker-dealer and SEC-registered investment adviser.

Christopher Barnhill is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Prior to his advisory career, he held various roles including a position at Micky Finn's and an academic appointment at Francis Marion University. 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 advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Michael Campos is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T entities between 2011 and 2022. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with assets above $20 million.

Frederick Felder III is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at firms including LPL Financial, First Community Bank, TNB Financial Services, and United Community Bank. Felder serves as a board member of The Certified Development Corporation of South Carolina. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and technology platforms, and operates through a network of independent advisory representatives often dually registered with LPL Financial.