Matthew Laydon is the principal of Matthew Laydon Capital Management, an independent advisory firm based in Charleston, SC. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to founding his firm in 2024, he worked with Kovack Securities, Inc. and Kovack Advisors, Inc. since 2007. Outside of advisory services, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management oversees approximately $27 million in client assets across 36 relationships, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm provides ongoing portfolio management using a variety of analytical approaches and implements both active and passive strategies across multiple asset classes.

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Alan Luchay is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities and Sigma Planning Corp. Luchay served in the US Air Force Reserves for 35 years. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

William Stewart is a financial advisor with First Command Advisory Services, holding a Series 66 designation and five years of industry experience. He served in the United States Army for 25 years before transitioning to roles within First Command’s affiliated companies starting in 2019. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes ongoing, advisor-led planning relationships and offers structured, 12-month Tailored Professional Services engagements alongside discretionary asset management based on model portfolios.

Melissa Hardee is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at First Citizens and Bank of America. 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 businesses. The firm’s approach combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware strategies.

Eric Gonzalez is a financial advisor with First Command Advisory Services in Charleston, SC. He holds the Series 63 and Series 65 licenses. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients through a national advisor network with approximately $24.3 billion in discretionary assets under management. The firm offers financial planning, portfolio management, and wrap-fee advisory programs, emphasizing a disciplined, long-term approach supported by in-person financial coaching and model-based portfolio management.

Meredith Schwab is a financial advisor at First Command Advisory Services with a Series 66 designation and two years of industry experience. She has worked within various divisions of First Command since 2023 and has prior experience in financial and service roles including positions at Kiawah Island Club and WHB Financial Advisors. First Command serves a diverse client base including individual, high-net-worth, corporate, and charitable clients through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and delivers services through structured engagements such as the Tailored Professional Services program and Asset Management Solutions, supported by an in-house investment management team.

Jonathan Hutson is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018. Prior to his advisory role, he served in the United States Navy from 2013 to 2016 and has been affiliated with the College of Charleston since 2016. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm focuses on advisor-led planning relationships delivered through structured engagements, combining personalized financial coaching with professionally managed investment models.

Kyle Jones is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in retail at Fox's Clothing and has been a member of a band as a base guitarist. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies, and benefits from its affiliation with a bank holding company.

John Mathis is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. He has been with First Citizens Investor Services since 2020 and has worked at First Citizens Bank since 2013. 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, utilizing fundamental, quantitative, and technical analysis alongside automated model portfolios and tax-aware services.

Justin Greene is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prime Capital Investment Advisors, Nylife Securities, New York Life Insurance, and Edward Jones. Outside of his advisory role, Greene owns The Lowcountry Dugout, LLC, where he coaches and provides instruction to youth baseball players. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, serving a large participant base with a higher client-to-advisor workload.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His work history includes roles at First Citizens Bank and State Farm. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a client-centered approach combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis as well as automated model portfolios and tax-aware services.

Thomas Crittenden is a financial advisor with First Command Advisory Services in Charleston, SC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with First Command since 2015 and concurrently serves as an Air National Guard member. Outside of his advisory role, Crittenden works as an airline pilot for Delta Air Lines and teaches undergraduate Business and Management courses as adjunct faculty at multiple universities. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured financial coaching engagements alongside model portfolio management by an in-house investment team.

Christopher Mckee is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at First Citizens Bank and earlier positions in education and other sectors. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a client-focused approach combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, as well as technology-enabled model portfolios and tax-aware services.

Timothy Vichaivattana is a financial advisor at First Command Advisory Services with five years of industry experience. He holds the Series 66 designation and previously served in the United States Navy from 2009 to 2020. Since 2020, he has been associated with various entities within the First Command organization. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers a structured 12-month Tailored Professional Services engagement, alongside discretionary asset management based on model portfolios constructed by an in-house investment team.

Noel Spilbor is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Le Bleu Central Distributors. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Boyle Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at Avantax Planning Partners, Avantax Advisory Services, and Avantax Investment Services, and he also serves as president of G P Boyle & Associates, PC, a tax preparation and accounting firm. Additionally, he is an accountant at GW Tax and Accounting, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions through a network of over 6,800 advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional platform.

David Maningding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America N.A. and the University of South Carolina. He was also involved with Flight Fit N Fun, LLC (formerly Velocity Air Sports) for five years. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services supported by a comprehensive platform and integration with Bank of America affiliates.

James Rowan II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Reeves Sr. is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial in Goose Creek, SC. He has worked at South State Bank since 2014, concurrently with his role at LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory financial products.

Brian Berry is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at New York Life Insurance Company and its affiliated entities from 2007 to 2020, as well as founding Berry & Associates Financial Group, LLC in 2011. He is also involved in an insurance agency business under Berry & Associates Financial Group. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house Research team, providing various portfolio management options and combining large-scale advisory operations with non-advisory product offerings.

Alan Federico is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at RBC Capital Markets for seven years before joining Ameriprise. Federico is also an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Jerry Moneer is a Series 66-licensed financial advisor with Edward Jones, based in Goose Creek, SC. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.