Julia Monroe is a CFP® with 23 years of experience in financial advising, currently serving at Sanctuary Advisors, LLC. She has held roles at Raymond James Financial Services and operates Monroe Financial Group, LLC, a full-service financial advisory firm specializing in retirement planning and wealth management. Outside of financial services, Monroe owns a retail business focused on dog breed-specific merchandise and participates in nonprofit work with organizations supporting orphaned youth and international medical missions. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pensions, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing multiple analytical approaches and acting as a fiduciary when advisory agreements are in place.

Adam Russell is a financial advisor with GWN Securities Inc., holding a Series 66 designation and six years of industry experience. He has worked at GWN Securities since 2019 and previously at The MIL Corporation. In addition to his financial advising career, he serves as a Cyber Operations Officer in the United States Air Force Reserve. 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 manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a legacy of market-timing and momentum-based strategies.

Alexander Lewis is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience and has also been affiliated with LPL Financial, LLC since 2016. Outside of his advisory roles, he provides tax preparation services through a related business activity. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with the use of various investment strategies and technology platforms.

Shada Jasper is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, Shada worked at Operation HOPE for six years and held positions at BB&T (now Truist) from 2016 to 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and savings rates, serving a large participant base with a higher client-to-advisor workload than many peers.

John Monroe Jr. is a financial advisor with Sanctuary Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Monroe Financial Group and Raymond James Financial Services for over a decade. Outside of his advisory role, he owns Heart & Sol Properties LLC, which manages an investment property in Tulum, Mexico. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a network of over 400 independent investment adviser representatives. The firm supports a variety of investment approaches and acts as a fiduciary under written advisory agreements.

Beatrice Polak is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Capital Guardian LLC and B&G Investments Inc., where she remains active in family and personal investments outside market hours. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

Emily Phillips is a financial advisor at Sanctuary Advisors, LLC in Columbia, SC, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Raymond James Financial Services and Morgan Stanley. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, employing a range of analytical approaches and maintaining fiduciary standards where agreements exist.

Sean Mc Culloch is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and two years of industry experience. He has worked at LPL Financial since 2024 and has a background that includes various roles in education and veterans' services. Independent Advisor Alliance serves a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by a network model and technology platforms.

Kelly Steelman is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. Steelman has been with Sanctuary Advisors since 2026 and has prior experience at Sanctuary Securities, Inc., Village Christian Academy, and involvement with Village Church and Steelman Company. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension plans, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisers. The firm employs various analytical methods and offers both discretionary and non-discretionary account management, with distinctive features including negotiated performance-based fees for certain clients and a multi-custodian platform.

Richard Loy is a financial advisor at Empower Advisory Group with 23 years of industry experience. His prior roles include positions at LPL Financial, Palmetto Citizens Federal Credit Union, CUNA Brokerage Services, Inc., and Lincoln Financial Securities Corporation. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jesse Dare is a financial advisor with Primerica Advisors in Columbia, SC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Blue Cross & Blue Shield of Mississippi and Havarti Risk Services. Outside of financial advising, he works as an independent healthcare strategy adviser and actuarial consultant through Dare Enterprises LLC and Pasco Advisers. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jack Pietra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with technology-enabled tools while managing over $819 billion in discretionary assets.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is a member of Lake Murray Advisory Group, an LLC based in Irmo. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing various third-party asset managers and advisory platforms.

Brian Lee is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Blythewood, SC. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jackson Brazell is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. His prior work history includes roles at Next Step LLC and Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

David Wallace is a CFP® certificant and Series 66 license holder with 12 years of experience, all with Edward Jones since 2014. He is a 30% passive owner and investor in GarnerFit, a physical training business in Columbia, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and more than 15,000 branch offices nationwide.

Milton Cooley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera since 2000 and operates Tax on Wheels, LLC, a tax consulting and return preparation firm he founded in 1991. Additionally, he is involved in medical insurance as a licensed agent and owns websites that generate Google advertising revenue. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets with more than 10,000 advisors.

Kenneth Kolb Jr. is a CFP® professional with 15 years of industry experience, currently advising clients at Edward Jones in Columbia, SC. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Denise Junis is a Series 66-licensed financial advisor with Edward Jones in Columbia, SC, having over two years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregg Newman is a Series 63 licensed financial advisor with Ameriprise in Columbia, SC, with 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is the captain of a fishing charter business and is involved in timber management through White Oak Timber Company LLC. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured, algorithm-assisted process to support personalized retirement income planning.