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.

Shawn Kenney is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been affiliated with B. Riley Wealth Management since 2016 and B. Riley Wealth Advisors since 2022. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and business clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

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.

Brandie Blackwell is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Apollon, she worked at Motley Fool Wealth Management and Fidelity Investments. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan advisory, and sub-advisory roles, utilizing centrally managed model strategies alongside locally managed portfolios.

Joshua Bradley is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Integrated Advisors Network since 2018 and has prior experience with Capital City Financial Partners, Great Lakes & Atlantic Wealth Management and Advisory Partners, and Phoenix Life Insurance. Outside of advising, he is an independent insurance agent and also serves as a notary. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches within a risk-profile framework and utilizes third-party sub-advisers while providing portfolio management, financial planning, and educational seminars.

Richard Kinney is a financial advisor at Trek Financial with 15 years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2018, following two years at Horter Investment Management. Kinney also operates Kinney Retirement Strategies, LLC as an associate, marketing fixed insurance products. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a mix of rules-based, evidence-based, fundamental, and technical analysis models, integrating artificial intelligence tools and providing access to a broad range of model and alternative investment strategies.

Jonathan Jolley is a financial advisor at Great Valley Advisor Group, LLC with seven years of industry experience. He has worked with Good Life Advisors, LLC, LPL Financial, Southern Health and Retirement Planning, and Genoa Healthcare. His credentials include the Series 66 designation. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting, utilizing a combination of proprietary strategies and third-party managers across various platforms.

Robert Templeton is a financial advisor with Great Valley Advisor Group, LLC and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including prior roles at Waddell & Reed and LPL Financial. Outside of his advisory work, Templeton is an author and musician, and he has served as a pastor at Neeses Baptist Church. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm emphasizes individualized portfolio construction and oversight, combining in-house strategies with third-party managers and sponsored platforms.

Michael Forney is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at several firms including Newfront Retirement Services, Ameriprise Financial Services, and Facet Wealth. Forney’s earlier career includes roles outside traditional financial advisory, such as alumni relations at Mount Vernon Nazarene University. Lifeworks Advisors serves a diverse client base that includes individuals, trusts, charitable organizations, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and tax preparation services. The firm employs a planning-based “tranche” framework combined with a risk-based approach to portfolio construction, utilizing a variety of investment vehicles and incorporating both quantitative and fundamental analysis supported by artificial intelligence tools under human oversight.