Brandon Mc Grew is a financial advisor with Principal Financial Services in Lexington, SC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Edward Jones and GWFS Equities, Inc. His background also includes work outside financial services at Palmetto Citizens Federal Credit Union and The Town of Mount Pleasant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Caden Clamp is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and LPL Financial. 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 supported by technology platforms and provides access to both discretionary and non-discretionary portfolio management strategies.

Ricky Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Centaurus Financial since 2015 and is also involved in business exit planning and coaching through Empire Business Brokers, as well as operating Mantei & Associates, his investment-related business since 1995. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting through a range of discretionary and non-discretionary arrangements.

Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Richard Addy is a financial advisor with Principal Financial Services in Irmo, SC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior work includes roles at Principal Life Insurance, TD Bank N.A., LPL Financial, CUNA Brokerage Services, Athene Annuity and Life Company, and TD Ameritrade. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

James David is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His career includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is licensed to sell and service various fixed insurance products, including annuities and life insurance. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, corporations, nonprofits, and other institutions, employing an open-architecture, IAR-driven model that integrates multiple third-party platforms and offers discretionary and non-discretionary portfolio management.

Timothy Thomas is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 credential and has previously worked at Mantei & Associates and Belk. In addition to his advisory role, he is involved with Mantei & Associates in a non-investment capacity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Doebler is a CFP® professional with three years of industry experience, currently with Truist Advisory Services in Lexington, SC. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches and relies on integrated inter-affiliate arrangements across its platform.

Joseph Perritt is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Ameriprise and LPL Financial LLC. Outside of his advisory work, he has a background that includes coaching with the University of South Carolina Football Team and involvement with various educational and youth organizations. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management and financial planning services, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

Roger Kuperman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2022. Outside of his advisory role, Kuperman serves as a board member and leader for the National Fragile X Foundation South Carolina chapter and consults for the South Carolina Developmental Disabilities Council. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional investors, offering a range of investment advisory, financial planning, and managed account services.

Daniel Klemm Jr. is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Centaurus Financial since 2014. Outside of his advisory role, he is involved in non-investment business activities related to marketing and administrative support through affiliated entities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through discretionary and non-discretionary arrangements utilizing multiple investment analysis techniques and model overlay programs.

Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at LPL Financial since 2011 and Independent Advisor Alliance since 2014. He is also president of Crescent Financial Group, an insurance agency. Independent Advisor Alliance serves a wide range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, uses various investment strategies, and leverages technology platforms for asset aggregation and estate planning.

Kelly Anderson is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2012 and spent one year at Wells Fargo Clearing prior to that. Outside of his advisory role, he is a distributor of nutritional products through AdvoCare. 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 diverse client base including individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Atul Makharia is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he is involved with Mantei & Associates, which supports branding and administrative functions including payroll and benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, with a mix of discretionary and non-discretionary arrangements.

Parker Rominger is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes prior roles at Cola Wealth Advisors and service in the United States Marine Corps. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Robert Morin is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Centaurus, he worked at Mantei & Associates and Creative Innovations, LLC. Morin also serves as a sales assistant for two non-investment related entities connected with Mantei & Associates and Cola Wealth Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements and a variety of investment analysis methods.

Jeffrey Thomas is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2015. Outside of his advisory role, he is involved with Mantei and Associates, where he manages branding and administrative functions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services with both discretionary and non-discretionary investment arrangements.

Robert Blake is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Lexington, SC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at National Life Group since 2021 and previously spent 18 years at Bankers Life and Casualty Company. Blake is also the owner of RT Blake Financial Group, LLC, and serves as managing director of Blake Insurance and Financial Group, LLC; he is a member of Business Network International, a lead-sharing organization. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Lisa Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Centaurus Financial since 2015. Outside of her advisory role, she manages LUVU3000 LLC, an estate planning and asset protection entity. Centaurus Financial, Inc. provides advisory and brokerage services to 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, utilizing various analytical approaches and allowing for both discretionary and non-discretionary arrangements.