Richard Kinney is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2018, following two years at Horter Investment Management. Kinney also operates Kinney Retirement Strategies, LLC as an associate, marketing fixed insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of rules-based, evidence-based, fundamental, and technical analysis models, integrating artificial intelligence tools and providing access to a broad range of model and alternative investment strategies.

Jonathan Jolley is a financial advisor at Great Valley Advisor Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and Good Life Advisors, LLC, among other firms. Outside of his advisory duties, he is involved in Southern Health and Retirement Planning as a senior market manager. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Robert Templeton is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior experience includes roles at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory work, he is involved in music as a member of The Pinehill Ramblers and authors work for The Times & Democrat. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers while conducting regular due diligence to align portfolios with client objectives.

Matthew Terry is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and six years of industry experience. He is a co-founder of Terry Brothers Tax, where he provides federally licensed tax representation services separate from his advisory role. Additionally, he co-founded Fort Financial Software, LLC, which develops data-audit and operational support tools for businesses. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Robert Price is a financial advisor with Great Valley Advisor Group, LLC in Columbia, SC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at LPL Financial, Good Life Advisors, and Waddell & Reed. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house and third-party strategies across various platforms.

James Brown III is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 credential and 9 years of industry experience. He previously worked at Good Life Advisors, LLC and has been associated with LPL Financial LLC and Cornerstone Financial Management since 2016. Outside of his advisory work, he is involved with The Cage Project, a non-investment related business activity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a combination of in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Willis Deaton Jr. is a CFP® professional with 42 years of industry experience, currently serving with Great Valley Advisor Group, LLC. His career includes nearly two decades at Waddell & Reed and over ten years with both Cornerstone Investment Management and LPL Financial. Outside of his advisory roles, he is involved in a private investment venture related to a duck hunting property in Arkansas. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, employing both in-house and third-party strategies, and offers a range of services including financial planning and retirement-plan consulting.

Timothy Albergotti is a financial advisor at Great Valley Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Good Life Advisors, LLC, LPL Financial, and Dealer Specialties of South Carolina. Albergotti also provides investment advisory services through Good Life Advisors, an independent registered investment advisor firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Hayden Langenburg is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His background includes roles at Mutual of Omaha Insurance Company and Century 21 Vanguard, where he is also active as a real estate agent. He previously worked at a law firm and in the RV parts and service industry. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting primarily through a platform partnership with Envestnet.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Mutual/United of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Hall is also involved in the sale of various insurance products, including life, disability, critical illness, cancer, long-term care, annuities, Medicare supplement, and accident insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions mainly via Envestnet and Pershing custodial platforms, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Patrick Strubbe is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Arkadios Capital since 2022 and previously spent 17 years at Kalos Management, Inc. and Kalos Capital, Inc. Outside of his advisory work, he is the owner of Preservation Specialists LLC, through which he authors a book on retirement issues and hosts educational retirement planning seminars. He also serves as an Elder of Finance at Hope Lutheran Church and co-founded Fort Financial Solutions, LLC, a provider of data-audit and operational support tools to businesses. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that provides models and trade execution and acts as a fiduciary for retirement plan consulting, employing a range of analytical approaches and recommending alternative investments for qualified clients.

Kenneth Calcutt is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Good Life Advisors, LLC and LPL Financial, llc for over a decade. Outside of advisory roles, Calcutt has been involved with the Palmetto Half Marathon since 2010 and has a long tenure with the Pepsi Bottling Group dating back to 2001. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

David Elliott is a financial advisor with Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and its related investment management firms. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a variety of portfolio management and financial planning services. The firm creates customized investment plans that incorporate fundamental, technical, and cyclical analysis and offers both internally managed and third-party investment solutions.

John Farley is a financial advisor at Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 credential with 11 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and has prior experience with Kalos Management and LPL Financial. Outside of his advisory work, he is also a meteorologist presenting weather newscasts for WOLO-TV and a partner in a business modeling the impact of weather on sports. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing customized investment plans that integrate fundamental, technical, and cyclical analysis across various account types.

John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

Ryan Templeton is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Great Valley Advisor Group, LLC, with seven years of industry experience. He has worked at Good Life Advisors, LLC and LPL Financial LLC since 2019. Outside of his advisory role, Templeton is involved in book writing and podcast hosting through Templeton Publications, LLC. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers personalized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers through various platforms including LPL, Fidelity, and Schwab.

Kenneth Sipe is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Kenneth also works as an insurance agent specializing in health, life, and annuities, and serves as Membership Coordinator for the Leads Group. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and acts as a conduit to third-party managers, serving clients across various wealth segments.

Justin Chadwick is a financial advisor with Capital Investment Advisory Services, LLC in Irmo, South Carolina. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Capital Investment Advisory Services, he worked at The McDaniel Corporation for 11 years and has been president of Chadwick Financial, LLC since 2017. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, financial planning, and portfolio reviews, with an individualized approach tailored to each client’s objectives and risk tolerance.

Johnny Strickland is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to his current role at Mutual Of Omaha Advisors starting in 2019, he worked in staffing and construction-related positions. He is also licensed as an insurance agent, providing life, health, annuities, and major medical insurance. Mutual Of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a variety of managed account programs and third-party money manager relationships. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group and employs platform solutions through Envestnet and Pershing.

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.