Charis Jones is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, LPL Financial, and Hightower Advisors. Stratos Wealth Advisors is an SEC-registered, multi-team firm with approximately 71 advisors managing about $5.57 billion in assets for individuals, trusts, retirement plans, and institutional accounts. The firm offers customized portfolio management and financial planning services through a network of independent advisory representatives and has strategic affiliations with SEI entities.

Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.

Hailey Hall is a financial advisor with Advisory Solutions Group and holds the Series 66 designation. She has five years of industry experience, including roles with Wealth Enhancement Advisory Services and LPL Financial. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Ryan Robinson is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several Principal entities as well as Wells Fargo Clearing Services. His background also includes roles outside the financial sector at DoorDash and Food Lion. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models to provide both nondiscretionary and discretionary investment solutions. The firm’s integration within the Principal Financial Group affiliates enables access to a range of proprietary products and services.

Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

Joseph Bennett is a Certified Financial Planner® with 21 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2016 and is also affiliated with LPL Financial, LLC. Bennett provides administrative services within Great Valley Advisor Group in addition to his advisory role. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Paul Patterson is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Centurian Capital since 1989 and has also been a self-employed marketing consultant during the same period. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers with a combination of tactical and strategic approaches, supplemented by fundamental analysis of individual securities.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance LLC, Vertex Capital Advisors, and AlphaStar Capital Management. In addition to his advisory work, he owns The Wealth Technique, LLC, through which he provides financial education and public speaking. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio series with a discretionary investment approach.

Richard Myrick is a Series 65-licensed advisor with First Advisors National, LLC. He has been with the firm since 2026 and has over a decade of experience working with Virtual SC and the Clover School District. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm manages approximately $506.8 million in discretionary assets and implements client strategies through third-party money managers, employing tactical and strategic asset allocation methodologies.

William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.

Albert Grenert Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, and Ameriprise Financial Services. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Benjamin Ganson is a CFP® with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Cetera Advisor Networks. Outside of his advisory role, Ganson serves as a pastor at Vineyard Church of Rock Hill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, supported by internal portfolio oversight and multiple implementation tools.

Peter Gebre is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with OneAmerica Securities and American United Life. His current role includes affiliation with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, utilizing both proprietary and third-party models.

Jamie Kulik is a CFP® professional with 22 years of industry experience, currently affiliated with Private Advisor Group, LLC. He has previously worked at LPL Financial and Uvest Financial Services Inc. Jamie is also involved with Ship Happens, LLC, a business entity maintained for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management or selection of third-party managers, utilizing proprietary and external technology platforms.

Sarah Le Phew is a CFP® and holds a Series 65 license with 12 years of experience in the financial advisory industry. She has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, following prior roles at Carroll Financial Associates Inc. and Lephew Financial Services, Inc. She is based in Rock Hill, SC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves 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, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

James Hooks is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2004, with his current role at Private Advisor Group beginning in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary advisory model and uses technology platforms alongside third-party managers and TAMPs to implement investment strategies.

Keith Gregory is a CFP® certified financial advisor with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked with Independent Advisor Alliance since 2014 and has been associated with LPL Financial since 2011. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting services. The firm employs a network model that combines independent advisory representatives with brokerage services through LPL Financial and utilizes multiple investment strategies and technology platforms to support client portfolios.

Michael Smith is a CFP® professional with 19 years of industry experience, currently affiliated with Janney Montgomery Scott. His prior experience includes nearly 16 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional accounts, offering brokerage, financial planning, consulting, and various advisory programs with a combination of in-house and third-party asset management.

Michelle Guissinger is a CFP® and PFS™ with 13 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. Her prior experience includes roles at Carroll Financial Associates Inc and Lephew Financial Services, Inc. Guissinger serves as board chair and member of Adult Enrichment Centers in Rock Hill, SC. 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 offers financial planning, asset management, and specialized retirement plan consulting with an investment approach combining passive and active management overseen by an internal Investment Committee.

Brian Robinson is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill from 2010 to 2021 before joining PNC in 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend portfolio strategies executed with mutual funds and ETFs.