Justin Whitsett is a financial advisor at Stratos Wealth Partners, Ltd., holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Financial, MPZ Entertainment/Marcos Pizza, and Nephron Pharmaceuticals. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of financial planning and investment management services through an open-architecture platform that integrates multiple third-party managers and custodians.

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.

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

George Skinner is a financial advisor at &PARTNERS in Lexington, SC, holding a Series 66 registration with one year of industry experience. Prior to joining &PARTNERS, he worked at Ameriprise Financial Services, LLC and served five years in the United States Marine Corps, as well as four years at the United States Navy and United States Naval Academy. &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 consulting using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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 from 2018 to 2023. His background also includes roles outside the financial sector, including employment at Micky Finn's and Francis Marion University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and around $18.6 billion in assets under management. The firm serves a diverse clientele, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

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.

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.

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.

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.

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.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Elijah Harris is a financial advisor with Thrivent Investment Management in Lexington, SC, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Financial and its related entities since 2017. Prior to his financial career, he was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate services.

Dennis Bull is a financial advisor with Cetera in Lexington, SC, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera since 2025 and previously held roles with Avantax Advisory Services and related entities for over two decades. Outside of his advisory work, he serves as secretary for a local nonprofit organization, Sertoma. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Jonathan Tan is a financial advisor with LPL Financial in Lexington, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and a variety of investment platforms.

Christopher Smith Jr. is a CFP® with 12 years of industry experience. He has worked at Edward Jones from 2014 to 2026 and currently serves as an advisor at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Andrew Sullivan is a financial advisor at Cetera with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Avantax Investment Services, Inc., Douglass Financial, LLC, and Clawson and Staubes, LLC. He is also the owner and attorney of Sullivan Law, LLC, a legal practice specializing in estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple investment and advisory programs through a multi-manager platform, supporting discretionary and non-discretionary portfolio management as well as access to third-party money managers.

William Mc Ree is a financial advisor with Ameriprise in Lexington, SC, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has ownership interests in a timber LLC and non-investment-related real estate holdings. Ameriprise provides a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kathryn Paxton Thigpen is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2019 and previously worked at Virtual Business Office from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.