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.

John Griz is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2017, following a four-year tenure at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he drives for Uber in Simpsonville, SC. 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 a platform that supports both discretionary and non-discretionary arrangements.

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.

David Schabacker is a financial advisor with SPC in Simpsonville, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Chemical Bank, Cetera Investment Advisors, Talmer Bank and Trust, LPL Financial, Comerica Securities, and Banc One Securities Corporation. Outside of advisory work, he assists school employees with benefits enrollment on a part-time basis. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various managed account and fund programs.

Arthur Klugh is a CFP® with 27 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and has previously held roles at firms including Goldman Sachs PFM and United Capital Financial Advisers. In addition to his advisory work, he is an independent insurance agent providing insurance advice based on client needs. Concurrent Investment Advisors, LLC is a multi-team, SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

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.

Thomas Cox is a CFP® professional with 27 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks, United Capital (Goldman Sachs PFM), Girard Securities, IC Advisory Services, and The Investment Center. In addition to his advisory work, he provides insurance advice tailored to client needs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services using customized, primarily long-term portfolios with various investment vehicles and sub-advisory arrangements.

Bailey Mcnamara is a CFP® with nine years of industry experience, currently serving as a wealth advisor at Carson Wealth in Mauldin, SC. Their prior roles include positions at Financial Benefits, Inc., Raymond James Financial Services, and OlinDe Financial Group. Mcnamara is also an insurance agent, selling life, health, disability, annuities, and long-term care products. 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, utilizing a model portfolio approach supported by an Investment Committee and a range of tailored investment solutions.

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.

Jerrell Smith is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones and Neighborhood Legal Services Association before joining PNC Investments. Prior to his financial advisory career, he worked at The GAP for 13 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

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.

Louis Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and operates as co-owner and president of Heritage Financial Advisory Group. Desepoli also serves as co-trustee for six non-client trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

William Keeney is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Mauldin, South Carolina, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Keeney is also involved in multi-line insurance brokerage activities through Fairway Financial Partners LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a combination of long-term investment strategies and specialized instruments, and it operates as both a broker-dealer and SEC-registered investment adviser.

Travis Townson is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Advised Assets Group, and TD Bank N.A. His background includes roles in both wealth management and banking. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Thomas is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes previous roles at LPL Financial and Foresters Advisory Services. Outside of his advisory work, he leads trainings and marketing initiatives through a coaching role at The K2 Method. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional sponsors and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients ranging from private funds to sovereign wealth funds.

William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.

William Cox is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Cox, Klugh & Company and PKS Investments. Cox also spent nine years at Clemson University. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other securities.

Ealon Thompson III is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Stonestreet Wealth Management and Raymond James Financial Services. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Shane George is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Robert Wallace II is a CFP® professional with 18 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer and Board Member for Calvary Home for Children and is a director of the Anderson Aviation Association Charitable Fund. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.