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.

Richard Addy is a financial advisor with Principal Financial Services in Irmo, SC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior work includes roles at Principal Life Insurance, TD Bank N.A., LPL Financial, CUNA Brokerage Services, Athene Annuity and Life Company, and TD Ameritrade. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 and LPL Financial, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including 11 years at Stephens prior to joining his current firms in 2021. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm utilizes both discretionary and non-discretionary portfolio management strategies and integrates technology platforms to support comprehensive wealth management services.

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.

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 25 years of industry experience. He has worked with firms including Great West Financial, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he has acted as an insurance representative for Accordia Life & Annuity, receiving trailing commissions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Carly Burress is a financial advisor with TIAA-CREF in Columbia, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing management through model-based and customized portfolios, and also acts as adviser to the TIAA Donor Advised Fund.

Timothy Thomas is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 credential and has previously worked at Mantei & Associates and Belk. In addition to his advisory role, he is involved with Mantei & Associates in a non-investment capacity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Marc Coppotelli is a financial advisor with TIAA-CREF in Columbia, SC, holding a Series 66 designation and bringing 40 years of industry experience. His career includes roles at LPL Financial LLC, Lincoln Financial Securities Corporation, and Strategic Wealth Assurance Group prior to joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans and acting as adviser to a donor-advised fund.

Gabriel Gonzalez is a Series 66-licensed financial advisor with four years of industry experience. He is currently with First Citizens Investor Services, Inc. and has previously worked at Raymond James Financial Services, Monroe Financial Group, and Motive Technologies. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led assessments and applies various analyses to allocate portfolios across equities, fixed income, mutual funds, and ETFs.

E Hancock Jr. is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Independent Advisor Alliance, LLC since 2017. Prior to this, he was affiliated with LPL Financial, LLC beginning in 2008. He operates in Columbia, SC. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs discretionary and non-discretionary portfolio management strategies and leverages various technology platforms to support client services.

Keith Epps is a financial advisor with Centaurus Financial, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Centaurus Financial since 2003. Outside of his advisory role, he serves as an agent for BlueCross BlueShield and Golden Rule Health Insurance, focusing on accident and health insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Anthony Del Priore is a financial advisor with Truist Advisory Services in Columbia, SC, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at Truist Advisory Services and related Truist entities since 2017, with prior experience at Wells Fargo Advisors from 2009 to 2016. Outside of his advisory work, he serves as a high school wrestling referee. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform structure.

Jason Langdale is a CFP® professional with 19 years of industry experience. He is affiliated with Independent Advisor Alliance, LLC since 2017 and also associated with LPL Financial, LLC since 2011. His work includes providing investment advisory services through Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting using a network model supported by technology platforms and access to third-party managers.

Ronald Chapman is a financial advisor with First Citizens Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with First Citizens Investor Services since 2016 and First Citizens Asset Management since 2012. Outside of his advisory role, he serves as treasurer and member of the nonprofit community service organization Alpha Phi Alpha Fraternity Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios through various programs, including Unified and Separately Managed Accounts, wrap programs, and automated investing platforms.

Randolph Liggitt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.