Hayden Langenburg is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience working at Mutual of Omaha Insurance Company, Century 21 Vanguard, and a law firm. In addition to his advisory role, Langenburg is a licensed insurance agent and maintains a part-time real estate agent position with Century 21 Vanguard. 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 uses Pershing as custodian and broker-dealer, with advisors typically overseeing approved model portfolios and third-party managers.

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 with Good Life Advisors, LLC and LPL Financial, LLC since 2014. Outside of advisory work, he has been involved with the Palmetto Half Marathon since 2010. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with 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.

Ryan Templeton is a CFP® professional with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Good Life Advisors, LLC and LPL Financial since 2019. Outside of financial advising, Templeton is involved in book writing and podcast hosting through Templeton Publications, LLC. 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, using a mix of in-house strategies and third-party managers.

Kenneth Sipe is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Mutual of Omaha since 2015. Outside of his advisory role, he is an insurance agent specializing in health, life, and annuities, and serves as a 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 operates through platform relationships with Envestnet and Pershing, managing portfolios and third-party manager relationships while functioning alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Mutual Of Omaha Advisors in 2019, he worked in staffing and construction sectors. In addition to his advisory role, he is also licensed as an insurance agent specializing in life, health, annuities, and major medical insurance. Mutual Of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm employs a platform-based approach primarily through Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

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.

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.

Derek Bailey is a financial advisor with Empower Advisory Group in Columbia, SC, holding a Series 63 designation and 25 years of industry experience. He has worked with firms including Great West Financial, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he has acted as an insurance representative for Accordia Life & Annuity, receiving trailing commissions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

John Sineath Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Independent Advisor Alliance since 2014 and also maintains an affiliation with LPL Financial starting in 2012. 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, and retirement plan consulting. The firm employs a network model of advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Scott Spang is a financial advisor with \u0026Partners and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Plantation Pointe Homeowners Association in Ridgeway, SC. \u0026Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis through discretionary and non-discretionary accounts.

Chrisjon Smith is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time financial planning and ongoing discretionary management, and acts as adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Daylon Laws is a financial advisor with GWN Securities Inc. in Blythewood, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with GWN Securities since 2010. Outside of his advisory role, Laws serves as the treasurer for the Blythewood High School Education Foundation, managing scholarship funds and financial records on a volunteer basis. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies uncommon among similarly sized firms.

Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and five years of industry experience. Prior to his advisory role, he worked at the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member of the Kingston Forrest Homeowners Association in Irmo, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with various analytical strategies and technology platforms.

Matthew Zion is a CFP®-certified financial advisor with six years of industry experience. He has worked at Savant Wealth Management since 2023 and previously at Paragon Financial Advisors, LLC. Before his advisory career, he was employed by AECOM from 2015 to 2019. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.