Angelica Orozco is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley, Merrill Lynch, and Bank of America. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and a range of other asset types, supported by a network of approximately 286 advisors.

Stuart Gertman is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He serves on the budget and finance committee of the Central Conference of American Rabbis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Keystone Financial Services. Outside of finance, he has experience in entrepreneurial and service roles, including operating a window cleaning business and involvement with a dance hall. Cornerstone Wealth Group is an SEC-registered adviser serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers portfolio management and financial planning services, with an investment approach centered on model portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Trent Arnold is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has been with Archer since 2013. In addition to his advisory role, Arnold owns and manages a CPA firm that provides accounting and tax services. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, offering customized portfolio management and model-based strategies primarily through separately managed accounts and proprietary mutual funds.

Haley Culp is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Janney, she worked at The Smith Group and has experience in media with roles at WFXG Fox 54 and Aiken Standard. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

William Tripp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in farming as the owner of Tripple B Farms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates technology platforms to support portfolio management and estate planning.

Alexandros Vlahos is a CFP® professional with 13 years of industry experience, currently advising clients at Janney Montgomery Scott. He previously worked at Morgan Stanley before joining Janney in 2018. Outside of his advisory role, he is actively involved in several community organizations in Aiken, SC, including serving as Executive Chair for the local Walk to End Alzheimer's event and holding leadership roles with the Aiken Center for the Arts and Hitchcock Woods Foundation. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

William Doran is a financial advisor with Eagle Strategies (NY Life) based in Aiken, SC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He also owns Enrich Wealth Partners LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, he serves on the advisory board of Coastal Carolina National Bank. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Singer is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he is involved in several community organizations, including membership in the Kiwanis Club of Aiken, chairing the Aiken-Augusta Wounded Warrior Gold Tournament committee, serving on the University of South Carolina Educational Foundation’s Aiken Partnership board, and acting as a joint owner and board member of Aiken Health and Fitness, LLC. 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 broad range of clients, providing brokerage, financial planning, consulting, and advisory services through a mix of in-house and third-party portfolio management.

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.