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 with Good Life Advisors, LLC in Columbia, SC, holding a Series 66 designation and seven years of industry experience. He has worked with firms including LPL Financial and Genoa Healthcare, and has over a decade of involvement with Southern Health and Retirement Planning. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers and advisory programs. Their investment approach combines fundamental, technical, and cyclical analysis with ongoing account monitoring and employs a variety of management strategies and technology platforms.

Robert Templeton is a financial advisor at Good Life Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Good Life Advisors since 2016. Outside of his advisory work, he is involved in writing through Templeton Publications, LLC, which he started in 2024, and has been active as a musician. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party managers. It employs a tailored investment approach combining fundamental, technical, and cyclical analysis and uses a variety of management strategies and technology platforms to support client portfolios.

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 at Good Life Advisors, LLC in Columbia, SC, with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Outside of his advisory role, he is involved in insurance sales, including life, health, and disability products. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers customized portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers, utilizing a combination of direct management, model portfolios, and sponsored advisory programs.

James Brown III is a financial advisor at Good Life Advisors, LLC in Columbia, SC, with nine years of industry experience. He holds the Series 66 designation and has been affiliated with Good Life Advisors since 2017. Brown also has experience working with LPL Financial LLC and Cornerstone Financial Management. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, employing a tailored investment process that integrates fundamental, technical, and cyclical analysis.

Willis Deaton Jr. is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Cornerstone Investment Management and LPL Financial since 2016. Outside of advisory roles, he is involved in a non-investment related business entity formed for a group investment in a hunting property. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a mix of direct management, model portfolios, and third-party platforms including LPL-sponsored technology.

Timothy Albergotti is a financial advisor at Good Life Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for Dealer Specialties of South Carolina for ten years. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers access to various programmatic solutions and educational seminars.

Hayden Langenburg is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes six years at the law firm of Dick Harpootlian and real estate activities as an agent with Century 21 Vanguard. In addition to advisory services, he is licensed as an insurance agent specializing in life, health, and annuities. 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 primarily delivers managed solutions through Envestnet’s platform, with custodial and brokerage services provided by Pershing.

Caine Crawford Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has been with Virtue Capital Management since 2023 and has a background working with the Federal Employee Advocacy Group and as an independent agent. Outside of traditional advisory roles, he is involved in financial education and planning specifically for federal employees. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for over 4,000 clients. The firm uses strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager selection and due diligence.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Mutual/United Of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Outside of his advisory role, he has engaged in sales 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 and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting, working primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

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 at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Good Life Advisors and LPL Financial since 2014. Outside of his advisory roles, he has been involved with the Palmetto Half Marathon since 2010 and has a long tenure with Pepsi Bottling Group dating back to 2001. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to tailor advice and offers access to various programmatic solutions, educational seminars, and ongoing planning subscriptions.

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 with Arkadios Wealth Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Kalos Management and LPL Financial. Outside of his advisory role, Farley is a meteorologist for WOLO-TV and is involved in entrepreneurial ventures including a weather-impact modeling project for sports. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and utilizes a range of strategies across asset classes, serving clients through a large integrated network of advisory and brokerage entities.

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 financial advisor with Good Life Advisors, LLC in Columbia, SC, holding a Series 66 credential and seven years of industry experience. He has been with Good Life Advisors and LPL Financial since 2019. Outside of his advisory work, he is involved in book writing and podcast hosting through Templeton Publications, LLC. Good Life Advisors is a multi-team registered investment adviser managing approximately $4.35 billion in assets for individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing a combination of direct management, model portfolios, and technology platforms.

Kenneth Sipe is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been with Mutual of Omaha Investor Services since 2016 and Mutual of Omaha since 2015. Outside of his advisory role, he is active as an insurance agent focusing on health, life, and annuities, and serves as Membership Coordinator for a local 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 operates primarily through a platform relationship with Envestnet and provides access to third-party money managers and model portfolios.

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 65 and Series 63 licenses and having six years of industry experience. Prior to joining Mutual of Omaha Advisors in 2019, he worked at TRC Staffing, Scurry and Sons Construction, and Florence Fences and Ironworks. In addition to his advisory role, he is licensed as an insurance agent covering life, health, annuities, and major medical insurance lines. 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 primarily through platform relationships with Envestnet and Pershing, with a notable integration of broker-dealer and insurance distribution businesses within the Mutual of Omaha group.