Justin Whitsett is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, MPZ Entertainment/Marcos Pizza, and Nephron Pharmaceuticals. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Seth Kurtz is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and previously worked at Truist Investment Services, Inc. before joining his current firm. He studied at the University of Colorado Boulder and attended Lexington High School. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing quantitative analysis and scenario modeling in its investment approach.

Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 designations and 31 years of industry experience. He has worked at several firms, including Truist Advisory Services and BB&T Investment Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analyses to guide investment decisions.

Alexander Lewis is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience and has also been affiliated with LPL Financial, LLC since 2016. Outside of his advisory roles, he provides tax preparation services through a related business activity. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary portfolio management with the use of various investment 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 at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory role, he owns a CPA and tax practice, Barnes & Associates CPA, LLC. &PARTNERS serves a diverse client base including individual and institutional investors, providing investment advisory and brokerage services alongside financial planning, ERISA consulting, retirement plan management, and investment banking. The firm employs a combination of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

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.

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 for five years. Prior to his advisory career, he held various roles including a position at Micky Finn's and an academic appointment at Francis Marion University. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Michael Campos is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, Truist Investment Services, and BB&T entities between 2011 and 2022. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with assets above $20 million.

Beatrice Polak is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior experience includes roles at Capital Guardian LLC and B&G Investments Inc., where she remains active in family and personal investments outside market hours. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, implementing investment decisions on both discretionary and non-discretionary bases.

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, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and at Mantei and Associates since 2015. Centaurus Financial, Inc. serves 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 using both discretionary and non-discretionary arrangements, employing multiple analytic methods and third-party overlay managers.

Richard Loy is a financial advisor at Empower Advisory Group with 23 years of industry experience. His prior roles include positions at LPL Financial, Palmetto Citizens Federal Credit Union, CUNA Brokerage Services, Inc., and Lincoln Financial Securities Corporation. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jack Pietra is a financial advisor with LPL Financial in Irmo, South Carolina, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Dominic Enzastiga is a financial advisor with Ameriprise in Lexington, SC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he has been involved with the Lexington Soccer Academy as a youth soccer coach and has served with the United States Soccer Federation since 2015. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Thompson is a financial advisor with Equitable Advisors in Irmo, South Carolina, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, he is a member of Lake Murray Advisory Group, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services.

Jackson Brazell is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. His prior work history includes roles at Next Step LLC and Amazon. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.