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.

Jacqueline Stirling is a CFP® professional with 35 years of experience in the financial services industry. She is currently with Kestra Advisory, where she has worked since 2016, and also owns Benefit Consultants and Administrators, Inc., a firm providing retirement plan recordkeeping and consulting services. Stirling is a partner in Beacon Properties, a real estate partnership based in Columbia, SC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm provides services such as fiduciary oversight, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Scott Ward is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and possessing 25 years of industry experience. His prior roles include positions at Columbia Management Advisors, Riversource Investments, and Innovation Partners. Outside of his advisory work, Ward serves as a junior varsity basketball coach at Charlotte Christian School. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with access to third-party platforms and integrates technology to support portfolio aggregation and estate planning.

Jason Jeanquart is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and at Mantei and Associates since 2015. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services using both discretionary and non-discretionary arrangements, employing multiple analytic methods and third-party overlay managers.

Jeffrey Taylor is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-sponsored employer retirement plans and manages customized and model-based portfolios within a vertically integrated structure.

Candace Flowers is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. She previously worked at Vanguard Group and Robinhood Markets. Outside of finance, she co-owns and operates Mama Lee's Kitchen, a home-based micro-bakery. Janney Montgomery Scott 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, offering brokerage services, financial planning, and advisory programs, and employs a combination of in-house and third-party portfolio management.

William Hodge Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. His background includes roles at First Community Bank, LPL Financial, and Allstate Insurance Company, as well as operating Iron Bridge Enterprises LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model with hundreds of advisory representatives and integrates technology platforms to enhance portfolio management and estate planning services.

Richard Loy is a financial advisor at Empower Advisory Group with 23 years of industry experience. His prior roles include positions at LPL Financial, Palmetto Citizens Federal Credit Union, CUNA Brokerage Services, Inc., and Lincoln Financial Securities Corporation. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Michael Peck is a financial advisor at &Partners with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023 before joining &Partners in 2024. &Partners serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, 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.

Douglas Way is a Series 66 credentialed financial advisor with 11 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC and has previously worked at LPL Financial, LLC and Stephens Inc. based in Columbia, SC. Independent Advisor Alliance serves a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a network model with supervised advisory representatives and utilizes technology platforms to support portfolio management and estate planning.

James Turner is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he collaborates one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He leverages insights from Merrill and solutions from Bank of America to create flexible wealth management plans tailored to individual financial situations and changing market conditions. James holds a Bachelor's Degree from Presbyterian College and carries the Professional Investment Advisor (PIA) designation. He is committed to the Merrill tradition of community involvement and actively volunteers with local organizations. Outside of his professional responsibilities, James enjoys golfing, playing tennis, and spending time with his family.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Edward Falco is a Series 66-licensed financial advisor with Edward Jones in West Columbia, SC. He has 13 years of industry experience and has worked at Edward Jones since 2012. Outside of his advisory role, he has been involved in environmental education activities in Wagener, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jack Pietra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with technology-enabled tools while managing over $819 billion in discretionary assets.

Charles Webb II is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and is based in Columbia, SC. Prior to joining Ameriprise, he was involved in rehabilitation services at Jefferson Moss-Magee Rehab and held roles at Good Shepherd Penn Partners and the University of Delaware Physical Therapy. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing tax-aware retirement income planning. The firm employs research, third-party data, and algorithmic tools to deliver investment advice within a defined product ecosystem.

Paula Sabbagha is a financial advisor with UBS Financial Services in Columbia, SC, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill. She serves on the board of directors for Special Olympics of South Carolina, participating in fundraising and event activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is a member of Lake Murray Advisory Group, an LLC based in Irmo. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party asset managers and advisory platforms.

Shantika Brockington is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has worked at LPL Financial since 2013 and previously held positions at Aparis Salon & Spa and Brow Uptown. Outside of her advisory role, she owns and operates two online retail businesses focused on apparel, jewelry, and beauty/personal care products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and operational tools.