Paul Way is a financial advisor with Independent Advisor Alliance, LLC and LPL Financial, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including 11 years at Stephens prior to joining his current firms in 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management services.

James David is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in managing fixed insurance products, including fixed annuities and various life and health insurance policies. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolio access, third-party manager solutions, and retirement plan consulting delivered through a large network of investment adviser representatives.

Donna Able is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through a combination of in-house portfolio management and third-party managers.

Carly Burress is a financial advisor with TIAA-CREF in Columbia, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing management through model-based and customized portfolios, and also acts as adviser to the TIAA Donor Advised Fund.

Jeffrey Grizer is a financial advisor with TIAA-CREF in Durham, NC, holding CFP® and CFA® designations and seven years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory role, he serves as president and finance elder of Cornerstone Presbyterian Church, where he helps oversee the church budget and financial matters. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Timothy Thomas is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 credential and has previously worked at Mantei & Associates and Belk. In addition to his advisory role, he is involved with Mantei & Associates in a non-investment capacity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Brian Zarnick is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at Bb&T Securities and Bb&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Marc Coppotelli is a financial advisor with TIAA-CREF in Columbia, SC, holding a Series 66 designation and bringing 40 years of industry experience. His career includes roles at LPL Financial LLC, Lincoln Financial Securities Corporation, and Strategic Wealth Assurance Group prior to joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans and acting as adviser to a donor-advised fund.

Gabriel Gonzalez is a Series 66-licensed financial advisor with four years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Raymond James Financial Services, Monroe Financial Group, and Motive Technologies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies various analyses to allocate portfolios across equities, fixed income, mutual funds, and ETFs.

E Hancock Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he was affiliated with LPL Financial, LLC beginning in 2008. He operates in Columbia, SC. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies and leverages various technology platforms to support client services.

Robert Doebler is a CFP®-certified financial advisor with Truist Advisory Services in Lexington, SC. He has three years of industry experience and has worked at Wells Fargo Bank, Wells Fargo Clearing, J.P. Morgan, Fidelity Investments, and First Citizens BancShares. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and extensive inter-affiliate integration.

Keith Epps is a financial advisor with Centaurus Financial, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Centaurus Financial since 2003. Outside of his advisory role, he serves as an agent for BlueCross BlueShield and Golden Rule Health Insurance, focusing on accident and health insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Anthony Del Priore is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2017, with prior experience at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he serves as a high school wrestling referee. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.

Jason Langdale is a CFP® professional with 19 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC since 2017 and also associated with LPL Financial, LLC since 2011. His work includes providing investment advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a network model supported by technology platforms and access to third-party managers.

Ronald Chapman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with First Citizens Investor Services since 2016 and First Citizens Asset Management since 2012. Outside of his advisory role, he serves as treasurer and member of the nonprofit community service organization Alpha Phi Alpha Fraternity Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios through various programs, including Unified and Separately Managed Accounts, wrap programs, and automated investing platforms.

Randolph Liggitt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Holli Milliken is a CFP® professional with 24 years of industry experience, currently affiliated with Truist Advisory Services. Her career includes roles at LPL Financial and First Citizens Asset Management. Milliken holds a Series 66 license and works out of Columbia, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary and non-discretionary investment solutions and utilizes third-party platforms and AI-enhanced research to support its manager selection and oversight processes.

Jamie Lawhorne is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including American Heritage Financial, OneAmerica Securities, and MML Investors Services. He is also the owner of Royalty Financial Strategies, which engages in non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a platform that emphasizes standardized model portfolios and a high client-to-advisor ratio.

Nicholas Shiver is a financial advisor at Commonwealth Financial Network with a Series 66 designation and three years of industry experience. His prior roles include positions at Calmwater Advisors, Wallick Investments, Park Avenue Securities, and Guardian Life Insurance Company. He has also been involved with the Roman Catholic Diocese of Charleston. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Vanya Hines is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked within the First Citizens organization since 2018, including a role at First Citizens Asset Management. First Citizens Investor Services provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s client process involves personalized assessments and diversified portfolio strategies across equities, fixed income, mutual funds, and ETFs.