Randy Domikis is a financial advisor with D.A. Davidson & Co. in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Outside of finance, he is president of PWS, LLC, a family-owned ATF licensed firearms manufacturing and machine shop. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides services under fiduciary standards, featuring comprehensive financial planning, retirement plan advisory, and private wealth management, alongside municipal advisory and custodial services.

John Geilfuss is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior roles include positions at Financial Engines Advisors L.L.C. and T. Rowe Price. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and supports its strategies with in-house research and third-party managers, along with integrated tax and accounting services.

Jeffrey Dickerson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Raymond James Financial Services and Wells Fargo Advisors Financial Network, and is also co-managing partner of Dickerson Jackson & Associates LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Gary Sawyer is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 and 65 licenses, with 53 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, LLC, and ongoing involvement with Growth Plus LLC and Creative Marketing Int'l Corp. He also spends substantial time on retirement plan solutions through a separate DBA. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model that supports discretionary and non-discretionary management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Pamela Postma is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. She previously worked at Frango Financial from 2015 to 2024. In addition to her advisory role, she provides tax preparation services during the tax season. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Kimberly Chism Moore is a Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She previously spent 21 years at Family Asset Management, LLC, serving as its Chief Compliance Officer until its acquisition by Sequoia in 2024. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs both model allocations and custom portfolio solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and conducting thorough research and periodic portfolio reviews.

Bianca Moore is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual of South Carolina and the Surgical Center of Burlington County. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and private wealth management, all under fiduciary standards.

Matthew Foreman is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Empower Financial Services, Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of advisory work, he serves as treasurer for the Edith L Frierson Elementary PTA and is an agent selling non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and UMAs through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion across close to 300,000 clients.

Kathryn Wise is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CUSO Financial Services, LP for 10 years before joining Valic in 2022. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a discretionary unified managed account platform and centralized technology solutions.

Eliot Ness is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, W&S Brokerage Services, Western Southern Life, CARFAX, O2 Fitness Clubs, and the College of Charleston. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to various investment products through strategic and tactical asset allocation.

Erik Hofstrom is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has worked with LPL Financial since 2005. Hofstrom operates his advisory business through Independent Advisor Alliance, focusing on investment advisory services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, employing discretionary and non-discretionary portfolio management methods alongside technology-enabled estate-planning tools.

Ryan Mentnech is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 designations. He has six years of industry experience, including prior roles at First Citizens, TD Bank, TD Private Client Wealth, and The Prudential Insurance Company of America. Outside of his advisory work, he coaches youth lacrosse in Charleston, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary strategies.

Richard Durkee Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has worked at several firms, including Fusion Capital Management and Precision Capital Management, and serves as president of the Grand Strand Association of Life Underwriters. Independent Advisor Alliance serves a diverse client base, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance asset aggregation and estate-planning services.

Andrew Barrett is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 65 designations and serves as president of White Point Management, LLC, a consulting firm based in Charleston, SC. His career includes roles at Family Asset Management, LLC and White Point Management, LLC, where he has held a supervisory position. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management, utilizing a range of investment vehicles and oversight from an Investment Policy Committee.

Kelly King is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining First Citizens and its affiliated entities in 2023, Kelly worked at Synovus Bank and Synovus Securities from 2016 to 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s approach involves personalized financial assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across multiple asset classes.

Samuel Marshall is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for eight years before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, all operating under fiduciary standards.

Edward Kotak Jr. is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Equity Services, he worked at National Life Group and New York Life Insurance Company. Outside of his advisory role, Kotak serves as CEO of Island Wealth Solutions Inc. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term investment strategies with options for shorter-term trading.

James Amick Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously held roles at Independent Financial Partners and LPL Financial. Outside of his advisory work, Amick serves as chair elect of the Poplar Grove Townhome Owners Association board and is a trustee of the Jamie Lynn Amick Trust. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Mark Taylor is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of advisory work, he is involved as a member managing small self-storage facility operations. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Cooper Grady is a CFP® and ChFC® with four years of industry experience. He is affiliated with Stratos Wealth Partners, Ltd. and previously worked at LPL Financial LLC, Advisor Group, Marathon Financial Group, Robert Gorman, and Northwestern Mutual Investment Management. Stratos Wealth Partners, Ltd. is an enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers, offering customized portfolio management and a range of financial planning services.