Nathan Bradham is a financial advisor at D.A. Davidson & Co. based in Lexington, SC, holding Series 63 and Series 65 credentials with seven years of industry experience. He previously worked at Truist Investment Services and Wells Fargo in various capacities. Bradham serves as treasurer and secretary of the Bonhomme Green Home Owners Association. 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 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 with both qualitative and quantitative investment analysis.

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 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.

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 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.

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.

Gregory Scott is a financial advisor with Empower Advisory Group in Chapin, SC. He holds Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at Empower Financial Services, The Mortgage Firm, and Sheehan Cadillac. 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 clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and using proprietary planning methodologies.

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.

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.

Edward Falco is a Series 66-licensed financial advisor with Edward Jones in West Columbia, SC. He has 13 years of industry experience and has worked at Edward Jones since 2012. Outside of his advisory role, he has been involved in environmental education activities in Wagener, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.