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® professional with eight years of industry experience, currently serving at Integrated Advisors Network LLC since 2019. His prior roles include positions at First Command Insurance Services, First Command Advisory Services, and Georgia Pacific. In addition to his advisory work, he serves as an Assistant Operations Officer in the South Carolina Army National Guard. Integrated Advisors Network is an SEC-registered multi-team 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 risk-profile framework and diverse investment strategies, and it frequently utilizes third-party sub-advisers and customized investment solutions.

Johnny Strickland is a financial advisor with Mutual of Omaha Investor Services, Inc. in Columbia, SC, holding Series 65 and Series 63 licenses and having six years of industry experience. Prior to joining Mutual of Omaha Advisors in 2019, he worked at TRC Staffing, Scurry and Sons Construction, and Florence Fences and Ironworks. In addition to his advisory role, he is licensed as an insurance agent covering life, health, annuities, and major medical insurance lines. 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 primarily through platform relationships with Envestnet and Pershing, with a notable integration of broker-dealer and insurance distribution businesses 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 with \u0026Partners in Columbia, SC, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Edward Jones for one year before joining \u0026Partners. \u0026Partners serves a diverse client base including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies supported by fundamental, technical, and quantitative analysis.

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 at First Citizens Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various units of First Citizens since 2022, including roles at First Citizens Bank and Investor Services. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm employs a client process focused on financial needs assessment and applies fundamental, quantitative, and technical analysis across a range of investment products.

Richard Addy is a financial advisor with Principal Financial Services in Irmo, SC, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at TD Bank, LPL Financial, CUNA Mutual Group, Athene Annuity and Life Company, and TD Ameritrade. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ernest Stanley Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2012. Outside of his advisory work, Stanley serves on the boards of the Caroliniana Ball and the Women’s Rights and Empowerment Network in Columbia, SC, and participates in Roanoke College’s Parents Advisory Council. 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 diverse client base, providing investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Rebecca Durkin is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of her advisory role, she coaches junior varsity girls lacrosse for Lexington County School District in South Carolina. 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 diverse client base and offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jeb Zoller is a CFP® with 23 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. He has worked at LPL Financial since 2012 and was involved with Davinci Financial Designs for a decade. His other business activities include operating as a non-variable insurance agent. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes discretionary and non-discretionary portfolio management with various strategies and technology platforms, combining an independent advisory network with brokerage services through LPL Financial.

Paul Way is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Stephens from 2010 to 2021 and has been with Independent Advisor Alliance and LPL Financial since 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses various portfolio management strategies and technology platforms to support its advisory services and leverages its relationship with LPL Financial to offer brokerage services and estate-planning resources.

Jonathan Roberts is a CFP® professional with 16 years of experience in financial advising, currently with Valic Financial Advisors since 2010. He also holds a Series 66 designation and has an insurance-related role with Agia. Valic Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through a large network of advisors.

James David is a financial advisor with Stratos Wealth Partners, Ltd in Lexington, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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.

Derek Bailey is a financial advisor with Empower Advisory Group in Columbia, SC, holding a Series 63 designation and 24 years of industry experience. His career includes roles at Great West Financial, Shoemaker Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Symetra Securities Inc. He also has involvement as an insurance representative with Accordia Life & Annuity, receiving trailing commissions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.