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.

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.

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.

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.

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.

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.

Alexavier Mc Rae is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He has been with Empower since 2026 and has prior experience in educational and sports organizations. 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 linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

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.

Holland Church is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fintrust Capital Advisors and FinTrust Brokerage Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Clarence Senn Jr. is a financial advisor at Truist Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist since 2012, including prior roles at Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

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.