Joshua Huggins is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Capital Investment Group, Inc, The McDaniel Corporation, and Agnew Lake Services. He is also active as an insurance agent with The McDaniel Corporation. Capital Investment Advisory Services, LLC provides advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and risk disclosures.

Keith Barron is a Series 65-licensed financial advisor with Regal Investment Advisors LLC in Columbia, SC, where he has worked since 2010. He has 15 years of industry experience and also operates Barron Insurance Services, LLC, providing financial and insurance services. Outside of his advisory roles, Barron has worked in psychological consulting and is an author, writing articles, papers, chapters, and books for publication. He also serves as an instructor for continuing education at the University of South Carolina. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable, and corporate entities. The firm utilizes a range of proprietary and third-party model portfolios, allowing financial advisers to select and manage allocations with discretionary authority.

Jason Burkett is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds a Series 66 credential and has worked within various First Citizens entities since 2013. Outside of his advisory work, he serves as Vice President on the board of the Forest Glen Home Owner's Association. First Citizens Asset Management provides model-based sub-advisory and direct investment services to individuals, trusts, institutions, and municipalities. The firm employs a multi-asset class investment approach combining fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Beverley Dunlap Jr. is a financial advisor at Stephens with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Stephens since 2012. Prior to that, he was with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity, alternative investments, and institutional equity research through multiple programs and investment committees.

Boyd Jones is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Synovus Securities since 2002 and was previously employed by Synovus Bank from 1991 to 2026. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services with a range of portfolio management programs using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Jeffrey Muthig is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Synovus Securities since 2015, with concurrent roles at Synovus bank and most recently at Pinnacle Bank since 2026. Outside of his advisory work, he assists with expense management for Muthig Environmental, an environmental consulting business. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services with a range of portfolio management programs on the Envestnet platform.

John Thorne is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 57 years of industry experience. He has held roles at several firms, including Capital Investment Group, Inc. and Manequity, Inc., and has been self-employed in financial services for over five decades. Outside of advisory work, he operates an insurance agency as a sole proprietor. Capital Investment Advisory Services provides portfolio management and supervisory services to a range of clients, including individuals, corporations, and nonprofit entities. The firm customizes portfolios based on client objectives, time horizons, and risk tolerance, primarily managing assets on a discretionary basis using a variety of investment strategies and analyses.

Maxwell Holland is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Wells Fargo Clearing Services and Capital City Financial Partners, where he also serves as a Client Service Manager. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative approaches and frequently utilizes third-party sub-adviser platforms to implement client strategies.

Michael Coleman is a financial advisor at Integrated Advisors Network LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Morgan Stanley, including its Private Bank division. Outside of his advisory role, he serves as a Committee Director for the Omega Psi Phi Fraternity, where he contributes to developing the group's economic outlook and creating a networking interface for members. Integrated Advisors Network is a multi-team SEC-registered investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm employs a variety of investment approaches and frequently utilizes third-party sub-advisers and diversified managed account platforms to implement and oversee client portfolios.

Patrick Moody is a financial advisor at Great Valley Advisor Group, LLC with five years of industry experience. He holds the Series 66 designation and has held roles at Good Life Advisors, LLC, LPL Financial LLC, and Cornerstone Financial Management. Outside of his advisory work, Moody serves as a swimming coach at Blythewood High School and is employed at Gray Collegiate Academy. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers a range of investment management, financial planning, and retirement-plan consulting services, utilizing both in-house strategies and third-party managers, with an emphasis on individualized portfolio construction and ongoing oversight.

Jason Heming is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and concurrently with Capital City Financial Partners since 2016. Outside of advisory roles, Heming also works as an independent insurance agent providing insurance and fixed product sales. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a risk-profile framework combined with fundamental and quantitative analysis and offers access to third-party managers through various managed account solutions.

Ashby Simmons is a financial advisor at First Citizens Asset Management, Inc. in Columbia, SC, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, CUNA Brokerage Services, Inc., and Palmetto Citizens FCU. Simmons also serves as an officer for a neighborhood homeowners association. First Citizens Asset Management provides model-based sub-advisory services and direct investment advisory to individuals, institutions, and municipalities. The firm emphasizes multi-asset class portfolios with strategic asset allocation and manager research, combining fundamental, quantitative, and technical analysis.

Virginia Pope is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes multiple tenures at Synovus Securities, Inc. and Synovus Bank dating back to 2001. Synovus Securities serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering a range of investment advisory and brokerage services. The firm employs Envestnet’s platform for portfolio management and provides access to alternative investments and educational services for ERISA plans.

Jared Davison is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining First Citizens in 2017, he worked at Lincoln Financial Advisors for four years. Outside of his advisory role, he is involved with the Soda City Outlaws Softball Organization as a coach and administrative manager. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and constructs global, multi-asset model portfolios using a combination of quantitative and qualitative criteria.

Michele Lowery is a financial advisor at First Citizens Asset Management, Inc. with 10 years of industry experience. She has been with First Citizens in various capacities since 1997, including roles at First Citizens Bank and First Citizens Investor Services. Outside of her advisory work, she serves as a signer on the bank business accounts for The Brickmaster, LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and offers global, multi-asset model portfolios using a combination of quantitative and qualitative research.

Noah Powell is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds the Series 66 designation and has worked at multiple firms including LPL Financial, Good Life Advisors, LLC, and Cornerstone Financial Management. Prior to his advisory roles, he spent five years at the University of South Carolina and has experience in educational settings. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing both in-house strategies and third-party platforms to tailor portfolio construction and ongoing oversight.

Cheyanne Powell is a financial advisor at Integrated Advisors Network LLC with a Series 65 credential and one year of industry experience. She has previously worked at Capital City Financial Partners and held roles at Benedict College and Anatol Rodgers High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and related consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, along with various allocation and hedging strategies, and frequently utilizes third-party sub-adviser platforms for portfolio management.

Brett Blankenship is a financial advisor with First Citizens Asset Management, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with First Citizens Asset Management since 2013 and previously spent 10 years at Blue Marlin LLC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios using a multi-team platform of 33 advisors and approximately $167 million in discretionary assets as of year-end 2024.

Kenneth Webb II is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Capital City Financial Partners, Edward Jones, Bank of America/Merrill Lynch, AEgis Technologies, and Merrill. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis along with diversified allocation strategies and often utilizes third-party sub-advisers to manage client portfolios.

Bennett Miller is a financial advisor at Great Valley Advisor Group, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience that includes roles at Good Life Advisors, LLC, LPL Financial, and in education at various South Carolina schools. Great Valley Advisor Group is an SEC-registered multi-team investment adviser supporting approximately 190 advisors. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities, offering a range of investment management and financial planning services through both discretionary and non-discretionary programs.