James Allison is a financial advisor at First Dominion Wealth Advisors LLC with nine years of industry experience. His background includes roles at OneAmerica Securities, American United Life, Nationwide Securities, and Nationwide Insurance, as well as extensive self-employment in financial services. He holds Series 63 and Series 65 licenses and owns First Dominion Financial Group, LLC, a financial services business. First Dominion Wealth Advisors LLC offers personalized financial planning and non-discretionary investment management primarily for individuals and families, with a specialization in serving families that include an individual with a disability. The firm employs a structured discovery process and a subscription model, emphasizing diversified, low-cost index funds and ETFs, and manages potential conflicts related to affiliated insurance activities through separate legal entities.

Carolyn Lumley is a CFP® professional with 30 years of experience in financial advising. She has worked at A to Z Asset Advisors, LLC since 2008 and previously at Private Client Services LLC from 2014 to 2017. A to Z Asset Advisors, LLC provides personalized financial planning and discretionary investment management to individuals, families, small businesses, trusts, and estates. The firm manages approximately $15.75 million across about 71 client households and employs an income-focused investment strategy using preferred stocks, closed-end funds, and ETFs, combined with comprehensive financial planning services.

William Coscioni is a CFP® with 12 years of industry experience, currently serving as the CEO of Wealthcare in Aiken, SC. He has been with Wealthcare/Financial Planners, LLC since 2012. In addition to his advisory role, he provides tax planning and tax return preparation services through his company. Wealthcare offers tailored investment and planning services to individuals and families, including high-net-worth clients, focusing on discretionary asset management, financial planning, and income tax planning. The firm uses a combination of economic, fundamental, and technical analysis to construct customized portfolios primarily consisting of mutual funds, ETFs, stocks, and bonds.

Martin Lunn is a Series 65-licensed advisor with Wilson David Investment Advisors in Aiken, SC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as CEO of Greenshores South Corp and Narwhal Management, LLC, managing real estate, equity, and cash assets through these entities. Wilson David Investment Advisors provides personalized investment advice and portfolio management primarily to individual clients. The firm combines top-down market analysis with bottom-up security selection and emphasizes financial literacy through books, newsletters, and seminars.

Lucinda Salinas is a CFP® and ChFC® with 35 years of industry experience, currently serving at Cornerstone Wealth Advisors, Inc. since 2017. Her prior experience includes six years at Merrill Lynch and work as an independent insurance agent. She is an officer of the Women Business Institute, a nonprofit focused on fundraising to support education programs for women business professionals. Cornerstone Wealth Advisors provides financial planning, discretionary investment management, and ERISA retirement-plan services to individuals, trusts, estates, charitable organizations, and government clients. The firm manages approximately $143 million, offering portfolio management through proprietary models and custom portfolios with an emphasis on fundamental investment analysis and client-specific asset allocation.

Brandon Williams is a financial advisor at Integrated Planning LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2023. Prior to this, he spent seven years at Prosperity Capital Advisors and concurrently serves as executive vice president at The Smith Group, managing tax planning and preparation. Williams is also a licensed insurance agent offering fixed insurance products. Integrated Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $76.7 million across about 161 client relationships, using a proprietary investment approach guided by modern portfolio theory and maintaining documented investment policies for each client.

Kathryn Hauer is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Wilson David Investment Advisors. She has worked at Ellevest since 2023 and has provided editing services for the financial publication Benzinga since 2021. Additionally, she has been an adjunct professor of business communications at Aiken Technical College since 2012. Wilson David Investment Advisors offers personalized investment advice and portfolio management primarily to individual clients, combining top-down market analysis with bottom-up security selection. The firm emphasizes financial literacy through educational materials and seminars, managing discretionary accounts held at Schwab with a focus on diversification and ongoing monitoring.

Richard Preston is a financial advisor with Parvin Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has been with Swan Asset Management, LLC since 2015. Parvin Asset Management provides discretionary investment supervisory services to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes fundamental company analysis combined with quantitative screening and third-party research, offering tailored portfolios and hedged strategies that utilize options to manage market risk.

William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.

Joseph Calhoun III is a financial advisor at Alhambra Investment Management LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Alhambra since 2006 and at Calhoun & Co. since 2021, where he is the sole owner. Alhambra Investment Management provides discretionary and non-discretionary investment management to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a top-down, macroeconomic approach to asset allocation, combining tactical overlays with quantitative strategies and special-situation securities, and manages client relationships through a team-based structure.

Carlos Cato is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and AT&T. Outside of his advisory role, he serves on the Savannah River Site Citizens Advisory Board, advising on the disposal and cleanup of nuclear waste in his community. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to a range of clients, including individuals, trusts, municipalities, and institutions. The firm employs a global multi-asset class approach with discretionary management focused on strategic asset allocation and manager research.

Paul Sipala Jr. is a financial advisor at IAMS Wealth Management, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining IAMS Wealth Management in 2018, he worked at Foresters Equity Services, Inc. and Florida Gulf Tax Advisors. He also operates Paul V. Sipala, Jr., LLC, offering tax preparation and insurance services including life insurance, disability, annuities, and Medicare supplements. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management using proprietary and third-party model portfolios with an asset-allocation approach that includes equities, ETFs, fixed income, and alternative instruments.

Stuart Gertman is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at International Assets Advisory, LLC and Purshe Kaplan Sterling Investments, Inc. He serves on the budget and finance committee of the Central Conference of American Rabbis. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Rodney Wendt is a financial advisor at Cornerstone Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Keystone Financial Services. Outside of finance, he has experience in entrepreneurial and service roles, including operating a window cleaning business and involvement with a dance hall. Cornerstone Wealth Group is an SEC-registered adviser serving individuals, trusts, estates, retirement plans, and corporate clients. The firm offers portfolio management and financial planning services, with an investment approach centered on model portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Trent Arnold is a financial advisor at Archer Investment Corporation with 12 years of industry experience. He holds a Series 65 designation and has been with Archer since 2013. In addition to his advisory role, Arnold owns and manages a CPA firm that provides accounting and tax services. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies, offering customized portfolio management and model-based strategies primarily through separately managed accounts and proprietary mutual funds.

Haley Culp is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining Janney, she worked at The Smith Group and has experience in media with roles at WFXG Fox 54 and Aiken Standard. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

William Tripp is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory work, he is involved in farming as the owner of Tripple B Farms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm uses a network model of advisory representatives, many of whom are dually registered with LPL Financial, and incorporates technology platforms to support portfolio management and estate planning.

Alexandros Vlahos is a CFP® professional with 13 years of industry experience, currently advising clients at Janney Montgomery Scott. He previously worked at Morgan Stanley before joining Janney in 2018. Outside of his advisory role, he is actively involved in several community organizations in Aiken, SC, including serving as Executive Chair for the local Walk to End Alzheimer's event and holding leadership roles with the Aiken Center for the Arts and Hitchcock Woods Foundation. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

William Doran is a financial advisor with Eagle Strategies (NY Life) based in Aiken, SC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He also owns Enrich Wealth Partners LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, he serves on the advisory board of Coastal Carolina National Bank. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scott Singer is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he is involved in several community organizations, including membership in the Kiwanis Club of Aiken, chairing the Aiken-Augusta Wounded Warrior Gold Tournament committee, serving on the University of South Carolina Educational Foundation’s Aiken Partnership board, and acting as a joint owner and board member of Aiken Health and Fitness, LLC. 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 broad range of clients, providing brokerage, financial planning, consulting, and advisory services through a mix of in-house and third-party portfolio management.