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.

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 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.

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 Voya Financial Advisors, Inc. and Triad Hybrid Solutions. In addition to her advisory role, Johnson serves as a notary public in South Carolina. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

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 the Series 63 and Series 65 credentials. His prior work includes tenure at Wells Fargo Clearing and Wachovia Bank, N.A. Swenson serves on the finance committee of Habitat for Humanity in Spartanburg, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client-centered process that combines fundamental, quantitative, and technical analysis.

Glenn Interiano is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 licenses and three years of industry experience. His previous roles include positions at Wells Fargo and J.P. Morgan. Outside of his advisory work, he serves as treasurer for a religious organization in Lexington, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, supported by AI-enabled research and inter-affiliate resources, to deliver investment solutions.

Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has been with Benjamin F. Edwards & Co 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, serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight and a unique combination of custodial and clearing capabilities.

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 16 years of industry experience. He has been with Commonwealth since 2011 and has operated Vassey Financial Planning and Investments since 2016. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions, while acting as a platform and back-office provider for affiliated advisors.

Thomas Campbell V is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services supported by both proprietary and third-party portfolio management strategies, combining fundamental, technical, and quantitative analysis.

Andrew Howard is a financial advisor at CWM, LLC with a Series 65 designation. He has experience working at several financial institutions, including Crescent Financial Advisors, Carson Wealth, and Dogwood State Bank. Howard is based in Seneca, SC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Juliet Penna is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at LPL Financial, Blackbridge Financial, and Wells Fargo Advisors. Outside of financial advising, she serves as a notary public and a county poll worker in Pickens, South Carolina. 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 plan consulting through a network of independent advisory representatives using discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

William Jones Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Cambridge since 2018 and previously at Advantage Investment Management LLC and LPL Financial. Jones is also the owner of Foothills Wealth Management in Greenville, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Jerry Cline is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He has been with OSAIC since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and supports legacy platform programs and transitions.

Joseph Palma is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., OSAIC, Commonwealth Financial Network, and Angelo Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Eric Breazel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked at Wells Fargo Clearing Services, LLC, and Bank of America, N.A. In addition to his advisory work, he serves as president of the Clemson Cotillion Club, where he oversees meetings and plans social functions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with banking, lending, and trustee services.

David Brown is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2025, he worked with Eagle Strategies and New York Life. Outside of his advisory role, Brown serves as a volunteer pastor at The Welcome Table, a non-denominational congregation, and is a board member of Family Promise of York County, a ministry supporting homeless families. He also provides coaching and consulting services to churches through Pinnacle Leadership Associates. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option.

Kenneth Mohr is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and operates out of Seneca, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its advisory services with an extensive national network of financial advisors and branch offices.