David Elliott is a financial advisor with Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and its related investment management firms. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a variety of portfolio management and financial planning services. The firm creates customized investment plans that incorporate fundamental, technical, and cyclical analysis and offers both internally managed and third-party investment solutions.

Fred Quattlebaum is a financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Good Life Advisors and LPL Financial since 2016. Good Life Advisors is a multi-team registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to client objectives, implemented through direct management, model portfolios, and advisory platforms.

John Farley is a financial advisor at Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 credential with 11 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and has prior experience with Kalos Management and LPL Financial. Outside of his advisory work, he is also a meteorologist presenting weather newscasts for WOLO-TV and a partner in a business modeling the impact of weather on sports. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing customized investment plans that integrate fundamental, technical, and cyclical analysis across various account types.

John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

Ryan Templeton is a CFP® professional with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Good Life Advisors, LLC and LPL Financial since 2019. Outside of financial advising, Templeton is involved in book writing and podcast hosting through Templeton Publications, LLC. 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 along with financial planning and retirement-plan consulting, using a mix of in-house strategies and third-party managers.

Kenneth Sipe is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Mutual of Omaha since 2015. Outside of his advisory role, he is an insurance agent specializing in health, life, and annuities, and serves as a membership coordinator for the Leads Group. 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 operates through platform relationships with Envestnet and Pershing, managing portfolios and third-party manager relationships while functioning alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Charles Smoak Jr. is a financial advisor with The AmeriFlex Group in Columbia, SC, holding a CFP® designation and over 40 years of industry experience. His career includes long tenure at Mutual of Omaha Investor Services and Securities America, with recent roles at OSAIC and Cambridge Investment Research. He is also active as an insurance agent in the benefits and human resources field. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Jennifer Blackhurst is a financial advisor at Synovus Securities, Inc. based in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. Her work history includes positions at Pinnacle Bank since 2026 and Synovus Securities since 2015, along with nearly two decades at Synovus Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through a variety of investment programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners and provides access to bank sweep programs, alternative investments, and educational services for ERISA plans.

Zachary Callahan is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Precision Genetics. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, and institutional accounts, managing approximately $167 million through a multi-team platform of 33 advisors. The firm constructs global, multi-asset model portfolios with a focus on dynamic asset allocation and ongoing monitoring.

Justin Chadwick is a financial advisor with Capital Investment Advisory Services, LLC in Irmo, South Carolina. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Capital Investment Advisory Services, he worked at The McDaniel Corporation for 11 years and has been president of Chadwick Financial, LLC since 2017. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, financial planning, and portfolio reviews, with an individualized approach tailored to each client’s objectives and risk tolerance.

Johnny Strickland is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Columbia, SC. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Mutual Of Omaha Advisors in 2019, he worked in staffing and construction sectors. In addition to his advisory role, he is also licensed as an insurance agent specializing in life, health, annuities, and major medical insurance. Mutual Of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm employs a platform-based approach primarily through Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Brandon Mc Grew is a ChFC® credentialed financial advisor with four years of industry experience, currently with Principal Financial Services. His prior experience includes roles at Edward Jones and GWFS Equities, Inc. before joining Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager solutions through various advisory and promoter arrangements.

Caden Clamp is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model supported by technology platforms and provides access to both discretionary and non-discretionary portfolio management strategies.

Ricky Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Centaurus Financial since 2015 and is also involved in business exit planning and coaching through Empire Business Brokers, as well as operating Mantei & Associates, his investment-related business since 1995. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting through a range of discretionary and non-discretionary arrangements.

Jared Miller is a financial advisor at &PARTNERS with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services through both in-house advisors and third-party managers.

Katherine Stewart is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at LPL Financial, LLC and CUNA Brokerage Services, Inc., spanning over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis across various investment products, including portfolio management and tax-aware services.

William Crouch is a financial advisor with First Citizens Investor Services, Inc. in Cayce, SC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at both First Citizens Investor Services and First Citizens Bank since 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis in portfolio management and offers various investment solutions including model portfolios, wrap programs, and a Guided Investing automated platform.

Richard Addy is a financial advisor with Principal Financial Services in Irmo, SC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior work includes roles at Principal Life Insurance, TD Bank N.A., LPL Financial, CUNA Brokerage Services, Athene Annuity and Life Company, and TD Ameritrade. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Ernest Stanley Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2012. Outside of his advisory work, Stanley serves on the boards of the Caroliniana Ball and the Women’s Rights and Empowerment Network in Columbia, SC, and participates in Roanoke College’s Parents Advisory Council. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Rebecca Durkin is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of her advisory role, she coaches junior varsity girls lacrosse for Lexington County School District in South Carolina. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.