Stephanie Vokral is a CFP® professional with 26 years of industry experience. She has been with Independent Advisor Alliance, LLC since 2014 and has also worked with LPL Financial since 2012. Vokral's activities include providing investment advisory services through multiple entities associated with Independent Advisor Alliance. 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, utilizing a network model of advisory representatives supported by model portfolios, sub-advisors, and technology platforms.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Monroe Financial Group and Raymond James Financial Services for over a decade. Outside of his advisory role, he owns Heart & Sol Properties LLC, which manages an investment property in Tulum, Mexico. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a network of over 400 independent investment adviser representatives. The firm supports a variety of investment approaches and acts as a fiduciary under written advisory agreements.

Clifford Mewborne is a financial advisor with First Command Advisory Services, holding a Series 66 designation and eight years of industry experience. He previously served in the US Army from 2015 to 2018 before beginning his financial services career with various entities within First Command. First Command Advisory Services 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 using model portfolios constructed from mutual funds, ETFs, managed fixed-income accounts, and third-party managers selected by a centralized investment team.

Isaac Mikell III is a financial advisor with Eagle Strategies (NY Life) based in Columbia, SC. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. His career includes long-term roles with New York Life and its affiliated entities, and he is owner of Palmetto Insurance Group, LLC, which brokers non-registered insurance products. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm delivers advice through multiple program types and places emphasis on tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

George Benoit Jr. is a CFP® with 27 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2020. His prior roles include positions at BB&T Securities, BB&T Investments, and BB&T Bank, where he worked from 2009 to 2020. 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/business entities. The firm uses a client-focused process that combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Beatrice Polak is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Capital Guardian LLC and B&G Investments Inc., where she remains active in family and personal investments outside market hours. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Philip Spear is a financial advisor with Valic Financial Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Joshua Estes is a financial advisor at &Partners with eight years of industry experience. He previously worked at Edward Jones for seven years and at Tradebe Environmental Services for three years. He holds a Series 66 designation and is based in Columbia, South Carolina. &Partners serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies through platforms such as Envestnet.

James Owens Jr. is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he serves as secretary for The Geo A Rheman Co Inc. and participates on a homeowners association board in Chapin, SC. 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 brokerage services, financial planning, and multiple advisory programs.

Katherine Brown is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2010. Outside of her advisory role, she volunteers as a cookie manager for the local Girl Scouts troop, overseeing training, ordering, and sales activities during the annual cookie program. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Julie Hall is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2013. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Lisa Taylor is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. She has previously been associated with LPL Financial and Crescent Financial Group since 2011. Taylor serves as a board member of The Library Village Office Condo Regime Association, a nonprofit organization in Lexington, SC. Independent Advisor Alliance works with a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms to support client wealth management.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC with the Series 66 designation and eight years of industry experience. Her prior work includes roles at Morgan Stanley and Raymond James Financial Services. She is based in Columbia, SC. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who develop their own investment strategies under firm supervision, providing portfolio management and consulting services through various account platforms and sub-advisers.

Ryan Hedlund is a financial advisor with TD Private Client Wealth LLC in Lexington, SC, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Edward Jones and First Citizens Investor Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Glenn Quattlebaum is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years. He has been with &PARTNERS since 2026. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment models delivered through the Envestnet platform and NFS clearing arrangements.

Yuxian Macaluso is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF, Macaluso held roles at First Citizens Bank, Merrill Lynch, and Vanguard Marketing Corporation. Outside of advising, Macaluso works as a delivery driver and travel agent. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often serving clients with ties to TIAA-administered retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, offering both model-based and customized investment approaches.

John Marshall is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Truist Advisory Services and related entities since 2021 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support investment decisions.

Elaine Raines is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked with BB&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that integrates discretionary manager relationships with third-party platforms and AI-enabled research tools.

Sean Mc Culloch is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2024 and has a background that includes various roles in education and veterans' services. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by a network model and technology platforms.

Kelly Steelman is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. Steelman has been with Sanctuary Advisors since 2026 and has prior experience at Sanctuary Securities, Inc., Village Christian Academy, and involvement with Village Church and Steelman Company. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension plans, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers. The firm employs various analytical methods and offers both discretionary and non-discretionary account management, with distinctive features including negotiated performance-based fees for certain clients and a multi-custodian platform.