Jeffrey Stock Jr. is a financial advisor with Advisory Services Network holding a Series 66 designation and 21 years of industry experience. He has worked at Kovack Securities, Inc. since 2014 and with Advisory Services Network since 2011. Outside of his advisory role, he serves on the board and performs as an ensemble member for the North Carolina Brass Band. Advisory Services Network is an enterprise firm with about 208 independent advisors serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Alex Suggs is a financial advisor at Integrated Advisors Network LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes positions at Bank of America, Merrill, UBS Financial Services, and The Vanguard Group. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and 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 strategies and frequently utilizes third-party sub-adviser platforms to implement customized client plans.

Matthew Terry is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and six years of industry experience. He is a co-founder of Terry Brothers Tax, where he provides federally licensed tax representation services separate from his advisory role. Additionally, he co-founded Fort Financial Software, LLC, which develops data-audit and operational support tools for businesses. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.

Richard Miller is a CFP® and ChFC® with five years of experience in financial advising. He is currently with Regal Investment Advisors LLC and also has experience at Regulus Financial Group, LLC and MWA Financial Services Inc. Outside of his advisory roles, he serves on the boards of several nonprofit and community organizations focused on event planning and volunteer activities. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to registered advisers and their clients, managing approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Robert Price is a financial advisor with Great Valley Advisor Group, LLC based in Columbia, SC. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Good Life Advisors, LPL Financial, and Waddell & Reed. Great Valley Advisor Group is an SEC-registered, multi-team 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, using both in-house strategies and third-party managers across various platforms.

Karl Mueller is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at First Citizens Asset Management since 2006 and at First Citizens Investor Services, Inc. since 2016. 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 with dynamic asset allocation.

Michael Barron is a financial advisor at Regal Investment Advisors LLC, holding the CFP® and ChFC® designations with five years of industry experience. He previously worked at Regulus Financial Group, LLC and has been involved with Barron Insurance Services since 2015 as an insurance agent. Outside of advisory services, he engages in the resale of collectibles through a separate business. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated advisers and their clients. The firm manages several proprietary and third-party investment strategies on a sub-advisory basis and handles trade execution and portfolio management within strategy guidelines.

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.