Timothy Albergotti is a financial advisor at Great Valley Advisor Group, LLC in Columbia, SC, holding a Series 66 designation with three years of industry experience. He has worked previously with Good Life Advisors, LLC and LPL Financial, and spent ten years at Dealer Specialties of South Carolina. Outside of his advisory role, he is involved with Good Life Advisors, an independent investment advisory firm. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

Benjamin Covar is a CFA® charterholder with 17 years of industry experience. He has worked at Bank of America and Merrill from 2012 to 2024 before joining Perigon Wealth Management, LLC in 2025. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, employing independent managers or turnkey asset management programs when appropriate while maintaining oversight of asset allocation and due diligence.

Katherine Mcgranahan is a financial advisor at Synovus Securities, Inc. with three years of industry experience and a Series 66 license. Her background includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and Regions Bank. She serves as Treasurer and a non-voting member of the investment advisory board for the Junior League of Columbia, Inc., a nonprofit organization. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, model portfolios, and financial planning. The firm uses a risk-tolerance questionnaire and comprehensive due diligence to guide portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Daniel Smith is a CFP® professional with 19 years of experience in the financial services industry. He is currently with First Citizens Asset Management, Inc. and has held roles at affiliated entities including First Citizens Investor Services and First Citizens Bank since 2012, as well as BB&T Investment Services earlier in his career. Outside of his advisory work, he serves on the Alumni Advisory Board at Francis Marion University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipal clients. The firm constructs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, with investment management primarily on a discretionary basis.

Hayden Langenburg is a financial advisor at Mutual of Omaha Investor Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience working at Mutual of Omaha Insurance Company, Century 21 Vanguard, and a law firm. In addition to his advisory role, Langenburg is a licensed insurance agent and maintains a part-time real estate agent position with Century 21 Vanguard. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, with advisors typically overseeing approved model portfolios and third-party managers.

Caine Crawford Sr. is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with three years of industry experience. He has served as an independent agent since 2009 and has been involved with the Federal Employee Advocacy Group since 2015. Crawford provides financial education and planning services specifically for federal employees. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers customized portfolio management using tactical, strategic, and dynamic approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

Edgar Morris is a CFP® professional at Stephens with 22 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens, where he has been since 2012. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, institutions, and government entities. The firm offers a range of solutions such as financial planning, portfolio management, private equity, and institutional equity research, supported by multiple investment committees and an integrated broker-dealer and investment banking platform.

Maria Alexander is a financial advisor at Stephens with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2016, following a prior role at MSI Financial Services, Inc. Maria is based in Columbia, South Carolina. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment strategies and utilizes both bottom-up security selection and top-down fixed-income management, supported by integrated research and multiple sponsored investment programs.

Edward Marion is a financial advisor at Private Client Services, LLC with 18 years of industry experience. He previously worked at LPL Financial for 11 years before joining his current firm in 2022. Marion holds Series 63 and Series 66 licenses and serves as president of Marion Investment Advisors, LLC. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a variety of advisory platforms and emphasizes a discovery-driven process that incorporates risk profiling and tailored platform selection.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Mutual/United of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Hall is also involved in the sale of various insurance products, including life, disability, critical illness, cancer, long-term care, annuities, Medicare supplement, and accident insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions mainly via Envestnet and Pershing custodial platforms, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Michael D'amelio is a Series 66 licensed advisor with First Citizens Asset Management, Inc. in Columbia, SC, with six years of industry experience. He has been with First Citizens Asset Management and First Citizens Investor Services since 2021. Outside his advisory role, D'amelio serves as a 2nd Lieutenant and Commander of a dive team in the South Carolina State Guard and works as a rideshare driver and delivery contractor. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, and institutions. The firm offers global multi-asset class portfolios using fundamental, quantitative, and technical analysis across various implementation frameworks, primarily focusing on discretionary management and strategic asset allocation.

Patrick Strubbe is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Arkadios Capital since 2022 and previously spent 17 years at Kalos Management, Inc. and Kalos Capital, Inc. Outside of his advisory work, he is the owner of Preservation Specialists LLC, through which he authors a book on retirement issues and hosts educational retirement planning seminars. He also serves as an Elder of Finance at Hope Lutheran Church and co-founded Fort Financial Solutions, LLC, a provider of data-audit and operational support tools to businesses. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that provides models and trade execution and acts as a fiduciary for retirement plan consulting, employing a range of analytical approaches and recommending alternative investments for qualified clients.

Grant Catoe is a financial advisor at First Citizens Asset Management, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several affiliated firms including First Citizens Bank and ProNvest. Outside of his advisory role, he works part-time as a fry cook for a food truck business. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, institutions, and municipalities. The firm employs a disciplined, multi-asset class approach using fundamental, quantitative, and technical analysis to construct and monitor portfolios.

Brian Frerichs is a financial advisor at Stephens with 28 years of industry experience. He has worked at Stephens since 2010 and previously held positions at Morgan Stanley and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a range of investment approaches, combining bottom-up security selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored programs.

Tillman Meetze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. In addition to advising, he is an insurance agent specializing in life, health, and annuity products and also works as a distributor for Shaklee. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, offering clients access to MOIS-approved model portfolios and third-party managers.

Edward Sullivan is a financial advisor at Archer Investment Corporation with Series 63 and Series 65 credentials and four years of industry experience. He has worked at HD Vest Investment Services since 2016 and also operates the Sullivan Law Firm, PC, where he provides legal services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio management across multiple asset classes, with both discretionary and model-driven strategies.

Sally Mc Farland is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with over 14 years of industry experience. She previously worked at Prudeo Partners from 2012 to 2024 before joining Perigon Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves notable institutional clients, including banks and thrift institutions, while managing wrap-fee programs and overseeing sub-advisor arrangements.

Dino Corontzes is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and an earlier tenure at Stephens Inc. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of investment programs and utilizes both bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Daniel Mercer is a financial advisor at ValMark Advisers, Inc. in Columbia, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at OneDigital and Edgehill Capital, as well as active duty service in the United States Army. He is also involved in sales of fixed rate Bank Owned Life Insurance (BOLI) through OneDigital. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers diversified, goal-based model portfolios and asset allocation strategies, delivered through a network of representatives, with a notable focus on investment-company products and index licensing arrangements.

Kenneth Calcutt is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Good Life Advisors, LLC and LPL Financial, LLC since 2014. Outside of advisory work, he has been involved with the Palmetto Half Marathon since 2010. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.