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.

John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

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.

David Srulevitch is a CFP® and Series 63 registered advisor with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, and Blair, Bohle & Whitsitt. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Jason Minsky is a financial advisor at Empower Advisory Group with 24 years of industry experience. His background includes roles at Ameriprise, Charles Schwab, and LPL Financial. He holds Series 63 and Series 66 designations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Kedric Spearman is a CFP® professional with 23 years of experience in the financial services industry. He currently works at Empower Advisory Group and has prior experience with The Vanguard Group, Inc. since 2016. 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’s approach integrates its recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Robert Gerraputa is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Joseph Gunnar & Co., LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a comprehensive platform that includes third-party asset manager relationships and a range of custody, execution, and brokerage services.

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.

Torrell Priest is a financial advisor at Empower Advisory Group with the ChFC® designation and three years of industry experience. His prior experience includes roles at Vanguard Advisers, Inc. and Northwestern Mutual Life Insurance Company. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to selected IRA and retail brokerage clients. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivering scalable financial planning and managed account solutions within Empower’s administrative platforms.

Diane Brown is a financial advisor with Wealth Enhancement Advisory Services, LLC, based in Fort Mill, SC. She holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at firms including Triad Advisors and Advocacy Wealth. Outside of her advisory role, she serves as president of the Tealbriar Homeowners Association in Charlotte, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee.

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.

Janet Dukes is a CFP® professional affiliated with Transamerica Financial Advisors with 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2022 and previously spent five years at Avantax Advisory Services. She is also the owner of Herdman Dukes LLC, an investment-related business. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach with third-party managers and offers multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

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.