Francis Rivell is a financial advisor at FPR Investments LLC with one year of industry experience. He holds a Series 65 designation and has prior experience as a property and financial consultant. FPR Investments LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and qualified retirement plans. The firm combines retail wealth management with institutional ERISA and pension consulting, tailoring investment programs to clients' goals, time horizons, and risk tolerances.

Denis Knapschaefer is a CFP® and ChFC® with 28 years of experience in financial services. He has worked at Novus Advisors since 2022 and previously spent a decade at First Financial Wealth Management and over 25 years at First Financial Bank. Outside of his advisory role, he owns a duplex apartment unit in North Myrtle Beach as a personal investment. Novus Advisors manages approximately $203 million for around 366 clients, offering portfolio management and financial planning services for individuals, trusts, estates, and corporate entities. The firm uses fundamental analysis to construct portfolios with mutual funds, ETFs, and individual securities, and provides ERISA-focused fiduciary consulting and investment management.

Herman Dodson Jr. is a financial advisor with Macro Advisors, Inc. in Little River, SC, holding the ChFC® and Series 63 credentials and bringing 19 years of industry experience. He has been with Macro Advisors since 2006. Outside of his advisory role, he is president and owner of Hazleton Insurance Alliance, an insurance agency. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm uses proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Patrick Tuite is a financial advisor at Compass Financial Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Glasgow & Associates, LLC, United Brokerage Services Inc, and the Prudential Insurance Company of America. Outside of his advisory role, he is the managing member of MAMB, LLC, a holding company involved in compensation and expense management. Compass Financial Advisory Services primarily serves individual and high-net-worth clients, particularly current and former employees of Publix Super Markets, Inc. The firm offers ongoing financial planning and fee-based portfolio management focused on retirement, operating its own open-architecture wrap fee program and emphasizing asset allocation strategies that separate income and growth components.

Trent Richardson is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Symphony One Capital Management, Equitable Advisors, and Comprehensive Financial Consultants. He serves as a Platoon Leader in the North Carolina National Guard. Buck Wealth Strategies is a multi-advisor team managing approximately $565 million in discretionary assets for individuals, trusts, and employer-sponsored retirement plans. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles using a variety of equity, fixed income, and fund vehicles.

Evan Cutler is a Series 65 licensed advisor at Buck Wealth Strategies, LLC with three years of industry experience. He previously worked at John Ingraham, LLC and Midland National Annuity. Outside of his advisory role, he is the founder of the Cutler Foundation, a nonprofit organization focused on Parkinson’s disease awareness through pushup events. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach with tactical asset allocation and sector rotation, managing approximately $565 million in discretionary assets across a multi-advisor team.

John Ingraham is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at J.W. Cole Advisors, Inc. since 2016. In addition to his advisory role, he is president of First Financial Education Centers, an insurance and annuities business he has operated since 2004. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios using equities, ETFs, mutual funds, and fixed income tailored to client risk profiles.

Timothy White is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones, Merrill Lynch, and Cambridge Investment Research. White is also an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and constructs portfolios tailored to client risk profiles.

Victor Dibattista is a CFP® professional with 32 years of industry experience, currently serving at Kovack Advisors, Inc. since 2006. He also has a background with Kovack Securities Inc. since 2004. In addition to his advisory role, he is a sole proprietor involved in life and health insurance sales. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and third-party manager recommendations, with an investment approach focused on diversified asset-class exposure primarily through mutual funds and ETFs.

David Medlin is a financial advisor with Chelsea Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining Chelsea Advisory in 2018, he worked at LPL Financial for seven years. Chelsea Advisory provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate entities. The firm employs a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis, and integrates its advisory services with an affiliated broker-dealer and custody platform.

Daniel Ford is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses. He has experience in the banking and financial services industry dating back to 2017, including roles at Truist Bank, Mid Penn Bank, and First National Bank PA. Prior to his banking career, he worked for Allied Universal Security Service. Truist Advisory Services is a large SEC-registered investment adviser and a wholly owned subsidiary of Truist Financial, serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Drema Smith is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2018, following prior roles within BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation through platforms such as Envestnet.

Jarrod Gould is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously held roles at Bb&T Securities and BBTIS. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Alexander Birty is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Bankers Life, he worked for Horry County Schools for nine years. He is also a 1099 agent for Bankers Life and Casualty Company, where he is appointed to write insurance products including Medicare Supplement, annuities, life, health, and long-term care. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Tiffany Musso is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at Merrill, Bank of America, and Wells Fargo Advisors. Outside of her advisory role, she owns and operates a business consulting firm that advises small business owners on efficiency. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Ryan Rickus is a financial advisor at Hightower Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Empirikal Partners, and Wealth CMT. Outside of his advisory roles, he is involved with Man Cave Complex LLC. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, combining proprietary analysis with allocations to various managers and investment vehicles, and employs both strategic and tactical asset allocation approaches.

Heather Edwards is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously at BB&T Securities and BBTIS from 2015 to 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors managing about $67.7 billion in assets. The firm serves individuals, corporations, retirement plan sponsors and participants, and charitable organizations, offering a range of investment consulting and advisory services including discretionary and non-discretionary solutions that utilize firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Michael Storch is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Thompson Financial Group, Mass Mutual, and Santander Securities. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital platform for discretionary model accounts that uses approved model strategies executed via mutual funds and ETFs.

Dylan Fields is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at ProEquities, Inc. and various entities within Bankers Life. He also serves as a unit field trainer, recruiting and training insurance agents and writing business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

John Fullen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Valic Financial Advisors since 1997 and previously worked at Agia. Outside of his advisory role, he serves as treasurer for the Windy Ridge Homeowners Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.