Robert Freitas Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. His career includes roles at Stratos Wealth Partners and LPL Financial, as well as a period at Edward Jones and an extended tenure at the University of Phoenix. He currently serves as a City Council Member for North Augusta, SC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting through a large network of investment adviser representatives who employ both proprietary and third-party strategies with discretionary and non-discretionary management options.

Dean Blissit is a financial advisor at &PARTNERS with 41 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of advisory work, he is a board member and member of the Membership Committee at The Green Boundary Club, a social dining and hospitality club. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative strategies alongside model portfolios and both proprietary and third-party approaches.

Laura Mc Kenzie is a financial advisor at Integrity Alliance, LLC with one year of industry experience. She holds a Series 65 designation and previously worked with American Senior Benefits for nine years. In addition to her advisory role, she owns The Retirement Resource, LLC, which focuses on fixed insurance sales and retirement planning. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, wrap and non-wrap programs, and third-party manager referrals, with a multi-faceted approach to investment advice and operational features that include dual registration as both an SEC-registered investment adviser and a broker-dealer.

Truitt Forrester is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, Forrester held roles in various companies including Integrity Medical and Palomar Commercial Real Estate. 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 employs a model-driven approach using discretionary unified managed accounts on Envestnet’s platform and offers a range of financial planning and portfolio management services through a large network of advisors.

William Paschal is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at &Partners and has previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer of the Palmetto Golf Club, a tax-exempt organization in Aiken, SC. &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 consulting services using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Derrick Merck is a financial advisor with Valic Financial Advisors in Augusta, GA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes positions at Agia, where he also works as an insurance agent, Ameriprise Financial Services, Inc., and Axa Advisors, LLC. Valic Financial Advisors 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kristin Cruz is a Series 66-licensed financial advisor with Valic Financial Advisors in Augusta, GA, and has 10 years of industry experience. She has worked at Valic Financial Advisors since 2015 and holds a position at Agia since 2022. Outside of her advisory role, she operates as a notary, providing services related to payroll form notarization for the Richmond County Board of Education. Valic Financial Advisors primarily serves U.S.-based 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kathryn Hartnett is a CFP® and Series 66 credentialed advisor with 15 years of industry experience. She is currently with &PARTNERS, having joined in 2025, and previously worked at Wells Fargo Advisors and Morgan Stanley in various capacities. Hartnett serves on the board of trustees for Mead Hall Episcopal School, where she reviews budgets and financial statements. &PARTNERS serves a broad range of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm provides investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Eric Swierski is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an Operations Stewardship Team member at the First Presbyterian Church of Augusta, overseeing the church’s financial budgeting and expense monitoring. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Bonnie Roberts is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2012. 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 brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Peter Sampson is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory work, he serves as Finance Committee Chair and Fundraising Chair at the First Baptist Church of Aiken. 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 plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs that combine in-house management with third-party managers.

James Foley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2011. He holds Series 63 and Series 65 licenses and is based in Aiken, SC. Foley is Vice Chairman of the board for Our Community Salutes in Midland, SC, a charitable organization, and serves on the Diocese of Charleston Finance Committee, advising on investment matters. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ross Douglas is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also worked with Agia since 2022. Outside of advisory work, he owns rental properties managed by a third-party company. Valic Financial Advisors 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.

Jack Potzauf is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience, having worked previously in primary education and at the University of South Carolina. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Adam Dunham is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years at Scottrade. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Maryann Barrett is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2012. Outside of her advisory role, she participates in several volunteer activities at Our Lady of the Valley Catholic Church, including serving as a Eucharistic Minister and coordinating charitable gift efforts. 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 wide range of clients, including individuals, families, trusts, corporations, and municipalities, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

George Claussen III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including roles at SunTrust Advisory Services and SunTrust Investment Services over the past 15 years. Claussen serves as a board member of the Georgia State Golf Foundation, where he participates in the scholarship review process. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary manager relationships and uses AI-enabled research tools to support investment decisions.

Charles Mahaffey is a CFP® professional with 13 years of industry experience, currently serving at Valic Financial Advisors since 2018. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he holds leadership roles in his community, including serving as a deacon at First Presbyterian Church in Augusta and as a board member of the Fellowship of Christian Athletes in Richmond County. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, and offers managed-account programs, financial planning, and brokerage services. The firm utilizes Envestnet UMA models for portfolio construction and supports a large client base through its network of over 1,200 advisors.

Tammy Jones is a financial advisor at &PARTNERS with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and related affiliates for 16 years. Outside of her advisory role, Tammy serves as a notary public for the state of South Carolina. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and reviews.

Jennifer Feraldi is a financial advisor at &PARTNERS with 16 years of industry experience. She previously worked at Wells Fargo Advisors and its related entities for 13 years. Outside of her advisory role, she serves as a notary public in South Carolina. &PARTNERS serves a diverse client base that includes high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management and financial planning services through a combination of proprietary and third-party strategies, using both discretionary and non-discretionary approaches.