John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

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.

Justin Chadwick is a financial advisor with Capital Investment Advisory Services, LLC in Irmo, South Carolina. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Capital Investment Advisory Services, he worked at The McDaniel Corporation for 11 years and has been president of Chadwick Financial, LLC since 2017. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, financial planning, and portfolio reviews, with an individualized approach tailored to each client’s objectives and risk tolerance.

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.

Brandon Mc Grew is a ChFC® credentialed financial advisor with four years of industry experience, currently with Principal Financial Services. His prior experience includes roles at Edward Jones and GWFS Equities, Inc. before joining Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager solutions through various advisory and promoter arrangements.

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.

Katherine Stewart is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior roles include positions at LPL Financial, LLC and CUNA Brokerage Services, Inc., spanning over a decade. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach involves IAR-led assessments and employs a mix of fundamental, quantitative, and technical analysis across various investment products, including portfolio management and tax-aware services.

William Crouch is a financial advisor with First Citizens Investor Services, Inc. in Cayce, SC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at both First Citizens Investor Services and First Citizens Bank since 2023. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm applies fundamental, quantitative, and technical analysis in portfolio management and offers various investment solutions including model portfolios, wrap programs, and a Guided Investing automated platform.