Dana Hawkins is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Centaurus Financial since 2015. His other business activities include roles related to marketing, branding, and administrative functions at Cola Wealth Advisors and Mantei & Associates. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a range of investment analyses, with options for model overlay programs and third-party money manager referrals.

Nathan Bradham is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Wells Fargo. Outside of his advisory role, he serves as treasurer and secretary for the Bonhomme Green Home Owners Association in Lexington, SC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients, offering a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Benjamin Orner is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and five years of industry experience. Prior to his advisory role, he worked at the South Carolina Department of Disabilities and Special Needs and Columbia International University. He serves as a board member of the Kingston Forrest Homeowners Association in Irmo, SC. 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 consulting, utilizing both discretionary and non-discretionary management along with various analytical strategies and technology platforms.

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Edward Jones. Bruner serves as an officer in the US Army Reserves and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm delivers discretionary and non-discretionary portfolio management using a range of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Justin Whitsett is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory career, he worked at Nephron Pharmaceuticals and was involved with MPZ Entertainment/Marcos Pizza. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of advisory and portfolio management services through an open-architecture platform.

Seth Kurtz is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has worked at TRUIST Investment Services, Inc. and D.A. Davidson & Co., following his graduation from the University of Colorado Boulder. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.

Heath Bartlett is a financial advisor at &PARTNERS with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Ameriprise Financial Advisors, Commonwealth Financial Network, and Calmwater Financial. Outside of his advisory role, Bartlett has a personal investment interest in blackICEdata, a company developing AI-compatible data storage technology. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards consistent with the Advisers Act and ERISA.

Alexander Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. Outside of his advisory role, Lewis is involved in tax preparation through a related business activity. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and consulting services, leveraging a network of advisory representatives who use a variety of portfolio management strategies and technology platforms.

Hunter Walters Mccarthy is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Centaurus Financial since 2015. In addition to his advisory role, he is involved in non-investment business activities related to marketing, branding, and administrative support through COLA Wealth Advisors and Mantei & Associates. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through platforms like CLASSIC Plus, employing a variety of analytical approaches and providing both discretionary and non-discretionary arrangements.

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

Jonah Palmer is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Centaurus Financial, he worked at Cola Wealth Advisors, Target, Publix, Miso Sushi, and Chapin-Irmo Recreational Facilities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of analytical approaches and discretionary and non-discretionary management arrangements.

George Skinner is a financial advisor at &PARTNERS in Lexington, SC, holding a Series 66 registration with one year of industry experience. Prior to joining &PARTNERS, he worked at Ameriprise Financial Services, LLC and served five years in the United States Marine Corps, as well as four years at the United States Navy and United States Naval Academy. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Christopher Barnhill is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2018 to 2023. His background also includes roles outside the financial sector, including employment at Micky Finn's and Francis Marion University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and around $18.6 billion in assets under management. The firm serves a diverse clientele, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

Michael Campos is a Series 66-licensed advisor at D.A. Davidson & Co. with 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T affiliate firms. He is based in Lexington, South Carolina. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Lisa Taylor is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and three years of industry experience. She has previously been associated with LPL Financial and Crescent Financial Group since 2011. Taylor serves as a board member of The Library Village Office Condo Regime Association, a nonprofit organization in Lexington, SC. Independent Advisor Alliance works with a diverse range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management, utilizing various investment strategies and technology platforms to support client wealth management.

Ryan Hedlund is a financial advisor with TD Private Client Wealth LLC in Lexington, SC, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Edward Jones and First Citizens Investor Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Yuxian Macaluso is a financial advisor at TIAA-CREF with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining TIAA-CREF, Macaluso held roles at First Citizens Bank, Merrill Lynch, and Vanguard Marketing Corporation. Outside of advising, Macaluso works as a delivery driver and travel agent. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often serving clients with ties to TIAA-administered retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary portfolio management, offering both model-based and customized investment approaches.

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.

Jason Jeanquart is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Centaurus Financial since 2017 and has been associated with Mantei and Associates since 2015. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.