James Brown III is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Good Life Advisors, LLC since 2017 and at LPL Financial LLC, including Cornerstone Financial Management, since 2016. Outside of his advisory roles, he is involved with The Cage Project, a non-investment-related business activity in Chapin, SC. 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, focusing on individualized portfolio construction and ongoing oversight through a mix of in-house and third-party strategies.

John Thorne Jr. is a financial advisor at Capital Investment Advisory Services, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Capital Investment Group Inc and The McDaniel Corporation, as well as service in the U.S. Army Active Guard and Reserve. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, retirement plans, trusts, and charitable institutions. The firm customizes portfolios based on client objectives and risk tolerance, managing the majority of assets on a discretionary basis through strategies involving equities, fixed income, ETFs, and other instruments.

Cynthia Williams is a financial advisor at First Citizens Asset Management, Inc. in Columbia, SC, with 12 years of industry experience. She holds the Series 66 designation and has been with First Citizens Asset Management since 2015 and First Citizens Investor Services since 2016. Outside of her advisory role, she is a Mary Kay sales representative. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset portfolios using a multi-team platform and employs a combination of quantitative and qualitative criteria to support discretionary portfolio management.

Willis Deaton Jr. is a CFP® professional with 42 years of industry experience, currently serving with Great Valley Advisor Group, LLC. His career includes nearly two decades at Waddell & Reed and over ten years with both Cornerstone Investment Management and LPL Financial. Outside of his advisory roles, he is involved in a private investment venture related to a duck hunting property in Arkansas. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, employing both in-house and third-party strategies, and offers a range of services including financial planning and retirement-plan consulting.

Kyle Jensen is a CFP® professional with one year of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at Core Advisors for three years. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, sub-advisory roles, and portfolio consulting.

Omar Shalabi is a CFP® professional with 29 years of industry experience, currently serving as an Investment Advisor at Blackridge Asset Management, LLC. He previously worked at Summit Financial Group and Uvest Financial Services Group. In addition to his advisory role, he is licensed to sell life, accident, health, and long-term care insurance. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers, utilizing model portfolios and third-party managers, alongside a focus on discretionary authority and diversified investment strategies.

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.

Josh Lorenzetti is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Advisory Services Network and has prior experience at Morgan Stanley, the University of South Carolina, and in real estate. Outside of finance, he worked as a professional golfer from 2016 to 2020. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisory representatives. The firm provides customized strategies that include portfolio management, financial planning, and retirement plan consulting, employing a range of securities and third-party managers.

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.

David Polson is a Series 65-licensed financial advisor with one year of industry experience, currently affiliated with Integrated Advisors Network LLC. He has worked with Capital City Financial Partners in various capacities since 2021 and has prior experience in client services coordination. Integrated Advisors Network is a multi-team SEC-registered investment adviser providing 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 strategies and often utilizes third-party sub-advisers to implement client plans.

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.