Caine Crawford Sr. is a Series 65-licensed financial advisor at Virtue Capital Management, LLC with three years of industry experience. He has served as an independent agent since 2009 and has been involved with the Federal Employee Advocacy Group since 2015. Crawford provides financial education and planning services specifically for federal employees. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers customized portfolio management using tactical, strategic, and dynamic approaches, supported by an investment committee that conducts due diligence on third-party managers and model strategies.

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.

Brian Frerichs is a financial advisor at Stephens with 28 years of industry experience. He has worked at Stephens since 2010 and previously held positions at Morgan Stanley and Citigroup Global Markets. He holds Series 63 and Series 65 licenses. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a range of investment approaches, combining bottom-up security selection and top-down fixed-income management, supported by in-house equity research and multiple sponsored programs.

Nathan O'Steen is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Capital City Financial Partners, W. Wall and Company Inc, Aspire Private Capital, and Merrill. He also acts as a tax advisor, dedicating less than 10 percent of his time to this role. 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 plans, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-adviser platforms while providing ongoing portfolio oversight and rebalancing.

Tillman Meetze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. In addition to advising, he is an insurance agent specializing in life, health, and annuity products and also works as a distributor for Shaklee. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, offering clients access to MOIS-approved model portfolios and third-party managers.

Edward Sullivan is a financial advisor at Archer Investment Corporation with Series 63 and Series 65 credentials and four years of industry experience. He has worked at HD Vest Investment Services since 2016 and also operates the Sullivan Law Firm, PC, where he provides legal services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes comprehensive financial assessments and diversified portfolio management across multiple asset classes, with both discretionary and model-driven strategies.

Sally Mc Farland is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with over 14 years of industry experience. She previously worked at Prudeo Partners from 2012 to 2024 before joining Perigon Wealth Management. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves notable institutional clients, including banks and thrift institutions, while managing wrap-fee programs and overseeing sub-advisor arrangements.

Dino Corontzes is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Citigroup Global Markets, Morgan Stanley, and an earlier tenure at Stephens Inc. 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 programs and utilizes both bottom-up security selection and top-down fixed-income management, supported by an integrated broker-dealer and investment banking platform.

Eric Olney is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Integrated Advisors Network LLC and Capital City Financial Partners, where he has worked since 2023. Prior to that, he was with Shum Financial Group, Inc. and Girard Securities, Inc. Outside of his advisory roles, Olney is a partner in From Sea to Shining LLC, a property management business. Integrated Advisors Network is a multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental and quantitative analysis alongside third-party manager platforms to implement client strategies.

Daniel Mercer is a financial advisor at ValMark Advisers, Inc. in Columbia, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at OneDigital and Edgehill Capital, as well as active duty service in the United States Army. He is also involved in sales of fixed rate Bank Owned Life Insurance (BOLI) through OneDigital. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers diversified, goal-based model portfolios and asset allocation strategies, delivered through a network of representatives, with a notable focus on investment-company products and index licensing arrangements.

Kenneth Calcutt is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Good Life Advisors, LLC and LPL Financial, LLC since 2014. Outside of advisory work, he has been involved with the Palmetto Half Marathon since 2010. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction with a combination of in-house strategies and third-party managers.

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.