Tillman Meetze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. In addition to advising, he is an insurance agent specializing in life, health, and annuity products and also works as a distributor for Shaklee. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, offering clients access to MOIS-approved model portfolios and third-party managers.

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.

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 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 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.

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.

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.

Jeffrey Grizer is a financial advisor with TIAA-CREF in Durham, NC, holding CFP® and CFA® designations and seven years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory role, he serves as president and finance elder of Cornerstone Presbyterian Church, where he helps oversee the church budget and financial matters. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

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.

Jamie Lawhorne is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including American Heritage Financial, OneAmerica Securities, and MML Investors Services. He is also the owner of Royalty Financial Strategies, which engages in non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a platform that emphasizes standardized model portfolios and a high client-to-advisor ratio.

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.