Ethan Scharf is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has previously worked in education and videography. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a diverse investment approach that combines fundamental, technical, and cyclical analysis across multiple strategies.

Keith Chandler is a CFP® and ChFC® with 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Inspire Advisors, LLC in 2019 as part of The Chandler Team. He serves as a fund manager for the Inspire Tactical Balanced ESG ETF, overseeing asset allocation based on trend-following triggers. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary scoring and screening tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses in its portfolio management.

Garry Pakozdy is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Foundations Investment Advisors since 2018 and has been involved with Chadmere Capital since 2012, where he serves as an insurance and annuities agent. Additionally, he manages Coastal Real Estate SC, LLC, overseeing property management operations. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and retirement plans, utilizing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and third-party sub-advisers.

Jordan Hanson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Ritholtz Wealth Management since 2024 and previously spent nine years at HCR Wealth Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs and tactical strategies, alongside digital platforms for portfolio implementation and management.

Quinton Huntley is a financial advisor with First Citizens Investor Services, Inc. in Lancaster, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Citizens, he worked at Good News Lawn Care and Vulcan Property Group, and he attended the University of South Carolina Lancaster. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process incorporating fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

Ryan Shank is a financial advisor at &PARTNERS with 29 years of industry experience. He has held roles at Wells Fargo Clearing for eight years before joining &PARTNERS in 2024. He holds Series 63 and Series 66 licenses. &PARTNERS serves a diverse range of individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan services. The firm uses a combination of fundamental, technical, and quantitative analysis with discretionary and non-discretionary management options supported by both proprietary and third-party strategies.

Kevin Chase is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His career includes over three decades at Merrill and multiple roles at Sanctuary Advisors and Sanctuary Securities. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, supported by a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and employs various analytical approaches, delivering advice through dually licensed advisers who manage accounts on both discretionary and non-discretionary bases.

Scott Clark is a CFP® professional with 10 years of experience in financial advising. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2024. His prior roles include positions at SunTrust Advisory Services, SunTrust Investment Securities, LPL Financial, and BB&T. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charities, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Arner is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Securities America Advisors, Investacorp, and Highland Brokerage Capital. Additionally, he is involved with Modern Life as a brokerage manager and wholesaler of insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering services through independent advisors and a direct-to-consumer digital program called Starlight Portfolios.

Robert Hopkins is a CFP® and ChFC® credentialed advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at Northwestern Mutual, Brighthouse Financial, Allstate Life Insurance, and MetLife Investors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools to deliver tailored recommendations with client authorization required for trades.

Derick Pitaksit is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and seven years of industry experience. Prior to joining First Citizens in 2025, he worked for Bank of America and Merrill for ten years. First Citizens Investor Services serves individual and institutional clients, offering advisory and brokerage services through a range of portfolio management strategies and financial planning. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis to manage diversified investment allocations.

Chance Williams is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at TRUIST Investment Services, First Citizens Bank, and BB&T. In addition to his advisory work, he serves as a varsity basketball coach for Union County Public Schools. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach combining client goal-setting, asset allocation strategies, and manager selection through the Envestnet platform, supported by traditional research and AI-enabled tools.

Stephen Swingle is a financial advisor with Principal Financial Services in Waxhaw, NC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes roles at Principal Life Insurance Company since 2017 and a one-year position at LPL Financial in 2016. Outside of his advisory work, he serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management and also works part-time as an Amazon Flex driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Sarah Pifer is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Hightower Advisors since 2019 and previously spent seven years at Fieldpoint Private Securities, LLC. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and custom portfolio construction.

Casey Davison is a financial advisor at Voya Financial Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Metropolitan Life Insurance Company and Mass Mutual Investors Services. His current tenure at Voya Financial Advisors began in 2025. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services through a network of advisors. The firm employs both discretionary and non-discretionary investment strategies, utilizing model portfolios and technology-enabled tools to implement client recommendations.

Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

Blayne Small is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Prospect Select Baseball and has an academic background from the University of South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Mary Robertson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for the Lancaster County School District for ten years. Outside of her advisory role, she is co-owner of a goat breeding and selling operation in Lancaster, South Carolina, which she manages in part for her son. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and fiduciary services. The firm is known for its large retail advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Jeremy King is a financial advisor with RBC Capital Markets in Lancaster, SC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at RBC Capital Markets since 2017 and previously spent one year at Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs combining in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles and preferences.

Carrie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.