Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth 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 fiduciary standards consistent with the Advisers Act and ERISA.

Alexander Lewis is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2016. Outside of his advisory role, Lewis is involved in tax preparation through a related business activity. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, pooled vehicles, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and consulting services, leveraging a network of advisory representatives who use a variety of portfolio management 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.

Gregory Wallace is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2010, where he also serves as a unit field trainer and insurance agent. Wallace is pursuing certification as a financial coach through Ramsey Solutions to assist community members with basic financial education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

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.

George Skinner is a financial advisor at &PARTNERS in Lexington, SC, holding a Series 66 registration with one year of industry experience. Prior to joining &PARTNERS, he worked at Ameriprise Financial Services, LLC and served five years in the United States Marine Corps, as well as four years at the United States Navy and United States Naval Academy. &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 consulting using a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

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 from 2018 to 2023. His background also includes roles outside the financial sector, including employment at Micky Finn's and Francis Marion University. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and around $18.6 billion in assets under management. The firm serves a diverse clientele, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

Michael Campos is a Series 66-licensed advisor at D.A. Davidson & Co. with 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T affiliate firms. He is based in Lexington, South Carolina. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

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.

Katherine Brown is a financial advisor with Bankers Life Advisory Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2010. Outside of her advisory role, she volunteers as a cookie manager for the local Girl Scouts troop, overseeing training, ordering, and sales activities during the annual cookie program. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

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.

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, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Centaurus Financial since 2017 and has been associated with Mantei and Associates since 2015. 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 through various discretionary and non-discretionary arrangements.

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.

Jack Pietra is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with technology-enabled tools while managing over $819 billion in discretionary assets.

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.