Stephen Tompkins is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Tompkins is also involved in business entities for tax and investment purposes outside of his advisory activities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering comprehensive asset management, financial planning, and retirement plan consulting. The firm utilizes a network model combining independent advisory representatives with access to third-party managers, sub-advisors, and technology platforms to provide both discretionary and non-discretionary portfolio management.

Cecilia Waters is a financial advisor at VALIC Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, Northwestern Mutual, and M & M Income Tax Service. In addition to her advisory role, Cecilia is appointed as an agent to sell non-securities insurance products for AGIA. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lance Durbin is a financial advisor at &Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and several companies outside the financial sector. He is also the owner of an online retail business that sells products on Amazon. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers investment advisory and brokerage services with a range of portfolio management solutions that incorporate fundamental, technical, and quantitative analysis, as well as alternative and proprietary investment products.

William Kibler is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at LPL Financial and various FinTrust entities, as well as United Community Insurance, Inc. He is based in Anderson, South Carolina. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Sarah Kelley is a ChFC®-credentialed advisor with CWM, LLC and has two years of industry experience. Before joining CWM, she worked at Crescent Financial Advisors for four years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using a discretionary model portfolio approach supported by an in-house Investment Committee and various customization tools.

Jan Fredman is a financial advisor at CWM, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has spent much of his career with Crescent Financial Advisors. Outside of his advisory role, he is involved in real estate through ownership of two rental companies. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary investment approach that combines fundamental and technical analysis with model portfolios and third-party sub-advisors.

Matthew Murphy is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include seven years at SunTrust Advisory Services and six years at Cetera Investment Services. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a focus on comprehensive financial planning and portfolio management using fundamental, quantitative, and technical analysis.

Samantha Fraelich Rohe is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Private Advisor Group, LLC and has held concurrent roles at Maryland Financial Group, Inc. and LPL Financial since 2015. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a wide range of advisory programs and third-party asset managers.

Devyn Bond is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. Prior to joining OSAIC in 2024, Bond worked at Frierson Capital Management and Triad Advisors, among other firms. Outside of advising, Bond owns an LLC providing bookkeeping and tax services related to their compensation and operates as an independent insurance agent selling life insurance and fixed annuities. OSAIC Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and trusts. The firm offers investment management, financial planning, retirement consulting, and other related services delivered through various program models, utilizing both proprietary and third-party platforms.

Walter Griffin is a financial advisor at Valic Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Valic Financial Advisors since 2018. Griffin is also involved with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts through Envestnet’s platform and a large network of investment advisor representatives.

Jesse Wright III is a CFP®-certified financial advisor with Benjamin F. Edwards & Company, Inc., based in Clemson, SC. He has 43 years of industry experience and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Cynthia Thackham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she serves as Treasurer for the Episcopal Church Women's group, which organizes annual fundraising activities for outreach ministries. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Jeffrey Nesseth is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, he serves on the board of Collins Children Home and US Preventive Medicine, and is involved in several other business activities including business consulting and a food service venture where he acts as head cook and marketing representative. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.

Randall Hallier is a CFP® professional with 29 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. Outside of his advisory role, he is the president and owner of Financial Workshops, LLC, where he develops and delivers retirement-related instructional content. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Shelley Holbrooks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She has been with Benjamin F. Edwards since 2014 and holds Series 63 and Series 66 credentials. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm employs a range of model strategies, including active and passive equity models, and offers various advisory and consulting services, with ongoing portfolio oversight by an Investment Strategy Committee.

Edward Blackburn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at LPL Financial and United Community Insurance, Inc., among others. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Justin Sweet is a financial advisor with TIAA-CREF in Pendleton, South Carolina, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining TIAA-CREF in 2020, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized strategies overseen by dedicated portfolio managers.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Hill is a financial advisor at &PARTNERS with 23 years of industry experience. He holds the Series 63 and Series 66 licenses and worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is also a co-founder of Indigo Advisors LLC, an investment-related entity associated with his practice. &PARTNERS serves a diverse range of individual and institutional clients, offering investment advisory and brokerage services alongside financial planning, retirement plan consulting, and investment banking. The firm employs a mix of proprietary and third-party strategies and operates as both a registered investment advisor and broker-dealer, with unique fee structures and regulatory roles uncommon among large enterprises.

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is a co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.