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.

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.

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC. She holds a Series 66 designation and has three years of industry experience. Prior to joining Steward Partners in 2025, she worked at Ameriprise for eight years. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

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.

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.

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.

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.

Ray Croff is a financial advisor with Brookstone Capital Management LLC and holds a Series 63 designation. He has eight years of industry experience, including time at Hall ETF Wealth Management System, Inc., and over two decades of self-employment prior to joining Brookstone. Outside of advising, he is involved in exit planning roundtables, working with business owners on preparing for the sale and value creation of their businesses. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, and is notable for its platform support of a large advisor network and its integration with insurance and banking referral channels.

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.

Stephen Blackwell is a Certified Financial Planner® with 18 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial and Edward Jones. Outside of his advisory work, he is the owner of Purpose Planner, LLC, which offers a faith-based budgeting app aimed at Gen Z, and is also an author focusing on financial literacy for the same demographic. He serves on the boards of Collins Children's Home and IMPACT Pickens County Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account 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.