Mark Ebert is a financial advisor with Commonwealth Financial Network based in Chapin, SC. He holds the Series 66 designation and has been with Commonwealth Wealth Financial Network since 2024. Outside of his advisory role, he serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through his ownership of Paramark, LLC, as well as consulting for an online orthopedic retailer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Roger Kuperman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2022. Outside of his advisory role, Kuperman serves as a board member and leader for the National Fragile X Foundation South Carolina chapter and consults for the South Carolina Developmental Disabilities Council. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional investors, offering a range of investment advisory, financial planning, and managed account services.

Daniel Klemm Jr. is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Centaurus Financial since 2014. Outside of his advisory role, he is involved in non-investment business activities related to marketing and administrative support through affiliated entities. Centaurus Financial, Inc. serves 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 discretionary and non-discretionary arrangements utilizing multiple investment analysis techniques and model overlay programs.

Gary Deese, CLTC, is a financial advisor with Independent Advisor Alliance, LLC, and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at LPL Financial since 2011 and Independent Advisor Alliance since 2014. He is also president of Crescent Financial Group, an insurance agency. Independent Advisor Alliance serves a wide range of clients, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, uses various investment strategies, and leverages technology platforms for asset aggregation and estate planning.

Kelly Anderson is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 15 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2012 and spent one year at Wells Fargo Clearing prior to that. Outside of his advisory role, he is a distributor of nutritional products through AdvoCare. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser 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 other institutional clients, offering a range of advisory services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

Wendy Sheffield is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and as a self-employed advisor. 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 connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Atul Makharia is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he is involved with Mantei & Associates, which supports branding and administrative functions including payroll and benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, with a mix of discretionary and non-discretionary arrangements.

Parker Rominger is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes prior roles at Cola Wealth Advisors and service in the United States Marine Corps. 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, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Robert Morin is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Centaurus, he worked at Mantei & Associates and Creative Innovations, LLC. Morin also serves as a sales assistant for two non-investment related entities connected with Mantei & Associates and Cola Wealth Advisors. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements and a variety of investment analysis methods.

Jeffrey Thomas is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2015. Outside of his advisory role, he is involved with Mantei and Associates, where he manages branding and administrative functions. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services with both discretionary and non-discretionary investment arrangements.

Robert Blake is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Lexington, SC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at National Life Group since 2021 and previously spent 18 years at Bankers Life and Casualty Company. Blake is also the owner of RT Blake Financial Group, LLC, and serves as managing director of Blake Insurance and Financial Group, LLC; he is a member of Business Network International, a lead-sharing organization. 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, frequently utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Lisa Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Centaurus Financial since 2015. Outside of her advisory role, she manages LUVU3000 LLC, an estate planning and asset protection entity. 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 a range of financial planning and portfolio management services, utilizing various analytical approaches and allowing for both discretionary and non-discretionary arrangements.

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.

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.

Matthew Zion is a CFP®-certified financial advisor with six years of industry experience. He has worked at Savant Wealth Management since 2023 and previously at Paragon Financial Advisors, LLC. Before his advisory career, he was employed by AECOM from 2015 to 2019. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by integrated accounting, legal, and trust services.

Daniel Lauffer is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning services with ongoing portfolio management under a fiduciary standard.

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.