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.

Michael Norris II is a Series 65-licensed advisor with Integrated Advisors Network LLC, based in Columbia, SC, and has eight years of industry experience. He has worked at Capital City Financial Partners since 2018, where he is a partner, and previously held positions at Great Lakes & Atlantic Wealth Management and ApexGraphix. Outside of his advisory roles, he serves as Treasurer for Beulah Baptist Church, managing financial reporting and cash handling. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a variety of investment strategies and often utilizes third-party sub-advisers while providing ongoing portfolio oversight and rebalancing.

Ryan Templeton is a CFP® professional with seven years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. He has worked at Good Life Advisors, LLC and LPL Financial since 2019. Outside of financial advising, Templeton is involved in book writing and podcast hosting through Templeton Publications, LLC. 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 along with financial planning and retirement-plan consulting, using a mix of in-house strategies and third-party managers.

Kenneth Sipe is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Mutual of Omaha since 2015. Outside of his advisory role, he is an insurance agent specializing in health, life, and annuities, and serves as a membership coordinator for the Leads Group. 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 operates through platform relationships with Envestnet and Pershing, managing portfolios and third-party manager relationships while functioning alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Brayden Adams is a financial advisor at Financial & Tax Architects, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held teaching positions at several educational institutions, including Columbia International University and Mars Hill University. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Grace Bertsche is a financial advisor with Integrated Advisors Network LLC in Columbia, SC, holding a Series 65 designation and over eight years of combined experience. Her career includes roles at Capital City Financial Partners, the University of South Carolina, and in education at both Eastside High School and Northwood Middle School. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a risk-profile framework and a combination of fundamental and quantitative strategies, including third-party manager platforms, to implement client portfolios.

Thomas Kepley Jr. is a financial advisor with Capitol Securities Management, Inc. in Columbia, SC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been affiliated with Capitol Securities Management, Alliance Retirement Group, and his own firms, TH Kepley Financial Services, LLC and Kepley Insurance Services, LLC, for over a decade. Outside of his advisory roles, he serves as Chairman of the Scholarship Committee for the Virginia-Carolinas Scholarship Foundation and holds leadership positions in local hunting clubs and community organizations. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm utilizes a variety of investment vehicles and third-party managers to deliver client-specific investment strategies through discretionary or non-discretionary management.

Charles Smoak Jr. is a financial advisor with The AmeriFlex Group in Columbia, SC, holding a CFP® designation and over 40 years of industry experience. His career includes long tenure at Mutual of Omaha Investor Services and Securities America, with recent roles at OSAIC and Cambridge Investment Research. He is also active as an insurance agent in the benefits and human resources field. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a large network of advisory affiliates. The firm offers customized portfolio management and financial planning services, utilizing various wrap programs and model asset allocations to deliver tailored investment strategies.

Gregory Risinger is a CFP® certified financial advisor with 34 years of industry experience, currently serving at First Citizens Investor Services, Inc. since 2016. He also holds a role with First Citizens Asset Management, where he has been involved since 2009. Outside of his advisory work, he owns a vacation condominium in Hilton Head Island, South Carolina. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware planning, and benefits from its affiliation with a bank holding company.

Jennifer Blackhurst is a financial advisor at Synovus Securities, Inc. based in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. Her work history includes positions at Pinnacle Bank since 2026 and Synovus Securities since 2015, along with nearly two decades at Synovus Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through a variety of investment programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners and provides access to bank sweep programs, alternative investments, and educational services for ERISA plans.

Zachary Callahan is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Precision Genetics. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, and institutional accounts, managing approximately $167 million through a multi-team platform of 33 advisors. The firm constructs global, multi-asset model portfolios with a focus on dynamic asset allocation and ongoing monitoring.

Thomas Smith is a CFP® and Series 66-registered advisor with Integrated Advisors Network LLC, where he has worked since 2019. He has a total of nine years of industry experience, including prior roles at First Command Insurance Services and Georgia Pacific. Outside of his advisory work, Smith serves as an Assistant Operations Officer with the South Carolina Army National Guard. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm integrates fundamental and quantitative analysis with third-party manager platforms to tailor investment solutions aligned with clients’ risk profiles.

Johnny Strickland is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Columbia, SC. He holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining Mutual Of Omaha Advisors in 2019, he worked in staffing and construction sectors. In addition to his advisory role, he is also licensed as an insurance agent specializing in life, health, annuities, and major medical insurance. Mutual Of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm employs a platform-based approach primarily through Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Caden Clamp is a financial advisor at Independent Advisor Alliance, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a network model supported by technology platforms and provides access to both discretionary and non-discretionary portfolio management strategies.

Ricky Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Centaurus Financial since 2015 and is also involved in business exit planning and coaching through Empire Business Brokers, as well as operating Mantei & Associates, his investment-related business since 1995. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting through a range of discretionary and non-discretionary arrangements.

Jared Miller is a financial advisor at &PARTNERS with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services through both in-house advisors and third-party managers.