Jeffrey Nesseth is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2011 and held positions at several firms in 2011, including CL Wealth Management LLC, Girard Securities, Inc., and QA3 Financial LLC. Outside of his advisory role, he serves on the boards of US Preventive Medicine and Collins Children Home, and is involved in business consulting, health insurance sales, and food service marketing. Independent Financial Group, LLC provides a range of investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, using both firm and third-party models combined with strategic asset allocation and ongoing manager due diligence.

John Cox is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with TD Bank and its affiliates since 2014. Outside of his advisory role, he is a partner in a real estate investment business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.

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 with &PARTNERS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is a co-founder and owner of Indigo Advisors LLC, the entity for his practice within &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an RIA and broker-dealer. The firm employs fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managing portfolios internally or via third-party managers.

Bill Harwood is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial, LLC since 2003 and joined Independent Advisor Alliance in 2017. He has taught financial planning seminars for medical residents and provides tax preparation services for his investment clients. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, and retirement plan consulting. The firm combines discretionary and non-discretionary portfolio management with technology-driven tools and maintains unique industry connections through its network model and affiliations.

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Deborah Johnson is a financial advisor at Osaic Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Triad Hybrid Solutions, Triad Advisors, and Voya Financial Advisors. Outside of her advisory role, she serves as a notary public in South Carolina. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

Carter Groomes is a Series 66-licensed advisor with \u0026PARTNERS in Clemson, SC. He has one year of industry experience and has previously worked at Renovo Financial and Lima One Capital. \u0026PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts and operates as both a registered investment adviser and broker-dealer.

Alexavier Mc Rae is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He has been with Empower since 2026 and has prior experience in educational and sports organizations. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Darien Swenson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Swenson serves on the finance committee for Habitat for Humanity in Spartanburg, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Ray Croff is a ChFC® credentialed financial advisor with nine years of industry experience, currently serving at Brookstone Capital Management LLC. His background includes prior work with Hall ETF Wealth Management System, Inc. and over two decades of self-employment. Outside of investment advisory services, he is involved in exit planning roundtables for business owners and administers a subscription-based educational portal for financial advisors. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models, diverse investment vehicles, and proprietary platforms while acting as both an advisor and sub-advisor to various programs.

Glenn Interiano is a financial advisor with Truist Advisory Services in Clemson, SC, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior roles include positions with Wells Fargo and J.P. Morgan. Outside of his advisory work, he serves as treasurer for a religious organization in Lexington, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager‑selection programs, implementing advice through discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including four years at Wells Fargo Clearing before joining Benjamin F. Edwards in 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management utilizing both proprietary and third-party strategies.

Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.

Alex Vassey is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 17 years of industry experience. He has operated Vassey Financial Planning and Investments since 2016 and has been with Commonwealth Financial Network since 2011. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and back-office support services, including trading, reporting, and custody.

Thomas Campbell V is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, and Purshe Kaplan Sterling Investments. Campbell is also a licensed insurance agent assisting clients with fixed insurance needs. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Andrew Howard is a Series 65-licensed advisor with Carson Wealth based in Seneca, SC. He has one year of experience in the financial industry, including roles at Crescent Financial Advisors and Sun East Federal Credit Union. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Juliet Penna is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has worked with LPL Financial, Blackbridge Financial, and Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and participates as a county poll worker in Pickens, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes technology platforms to support portfolio management and estate planning.