James Brown III is a financial advisor at Good Life Advisors, LLC in Columbia, SC, with nine years of industry experience. He holds the Series 66 designation and has been affiliated with Good Life Advisors since 2017. Brown also has experience working with LPL Financial LLC and Cornerstone Financial Management. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, employing a tailored investment process that integrates fundamental, technical, and cyclical analysis.

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 financial advisor with Good Life Advisors, LLC in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Cornerstone Investment Management and LPL Financial since 2016. Outside of advisory roles, he is involved in a non-investment related business entity formed for a group investment in a hunting property. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers tailored portfolio management and comprehensive financial planning, utilizing a mix of direct management, model portfolios, and third-party platforms including LPL-sponsored technology.

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 has worked at Blackridge and Peak Brokerage Services since 2018 and previously held roles at Summit Financial Group and Summit Financial Services from 2010 to 2018. In addition to advisory work, Shalabi is licensed to sell life, accident, health, and long-term care insurance. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a focus on due diligence, portfolio analytics, and offers both discretionary and non-discretionary management through various custodians.

Timothy Albergotti is a financial advisor at Good Life Advisors, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for Dealer Specialties of South Carolina for ten years. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and offers access to various programmatic solutions and educational seminars.

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® with 18 years of industry experience, currently serving as an advisor at First Citizens Asset Management, Inc. in Columbia, SC. He has also been affiliated with First Citizens Investor Services, Inc. and First Citizens Bank since 2012. Smith is a member of 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 municipalities. The firm offers a range of multi-asset class model portfolios and emphasizes discretionary investment management through strategic asset allocation and continuous portfolio monitoring.

Hayden Langenburg is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes six years at the law firm of Dick Harpootlian and real estate activities as an agent with Century 21 Vanguard. In addition to advisory services, he is licensed as an insurance agent specializing in life, health, and annuities. 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 primarily delivers managed solutions through Envestnet’s platform, with custodial and brokerage services provided by Pershing.

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 with 22 years of industry experience, currently serving as an advisor at Stephens in Columbia, SC. He has worked at Stephens continuously since 2012. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Maria Alexander is a financial advisor with Stephens in Columbia, SC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Stephens since 2016. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Edward Marion is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at LPL Financial LLC for 11 years before joining Private Client Services in 2022. Marion is also president of Marion Investment Advisors, LLC, where he is involved in securities and insurance activities. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers various implementation platforms, managing over $1 billion across more than 3,200 client accounts.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Mutual/United Of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Outside of his advisory role, he has engaged in sales 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 and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting, working primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

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.