Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Johnny Strickland is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and incorporates AI-enabled research tools alongside traditional methods in its investment process.

Kirk Paulsen is a financial advisor with Money Concepts Capital Corp in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he is the owner of River Oak Partners LLC, an investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across about 14,700 clients. The firm utilizes a blend of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis along with modern portfolio theory to guide asset allocation and account rebalancing.

Mary Chapman is a financial advisor with Commonwealth Financial Network in Mt. Pleasant, SC. She holds the CFP® designation and has 17 years of experience in the industry. Prior to her current role, she was with Securian Financial Services, Inc. for two years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and a range of investment options, acting as both a wrap-fee program sponsor and back-office provider.

Caleb Thompson is a CFP® with six years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Sigma Planning Corporation and Dixon Hughes Goodman LLP. He is also president of Cove Financial Solutions, where he provides life insurance and annuity recommendations and services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses model portfolios, discretionary or non-discretionary authority, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting services.

Brandon Grimm is a financial advisor with Equity Services, Inc. He holds the Series 63 and Series 66 designations and has 22 years of industry experience. Prior to joining Equity Services in 2025, he worked for Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company for ten years. He is also the managing director of Hudnall Capital Advisors, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Mathew Emmert is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Gambit Securities, Inc. and JBJ Investment Partners, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Trey Taylor is a CERTIFIED FINANCIAL PLANNER™ professional at NewEdge Advisors with one year of experience in the industry. He previously worked at Forvis Mazars Wealth Advisors, LLC and Johnson and Johnson Insurance. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures that combine in-house manager selection with third-party strategies and technology tools.

Adam Bonner is a financial advisor at NewEdge Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cabot Lodge Securities, Apollon Wealth Management, South State Bank, and LPL Financial. Outside of NewEdge, he is actively involved with Apollon Wealth Management, where he works on investment advisory and model portfolio management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with a focus on due diligence, technology tools, and recently incorporating artificial intelligence in certain operations.

Benjamin Decker is a financial advisor with Primerica Advisors in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory work, he provides musical entertainment for corporate and private events and is involved in apparel design and sales. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with various proprietary and third-party investment programs and account-level solutions.

Nicholas Patterson is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His background includes various roles in education and a current position at Truist Investment Services, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration and related operating structures.

Marc Levy is a CFP®-designated financial advisor with Commonwealth Financial Network, bringing 43 years of industry experience. He previously worked for Mass Mutual Investors Services for 16 years before joining Commonwealth in 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a diverse client base. The firm provides a wide range of managed account programs, third-party asset manager access, and custody services, supporting advisors in portfolio implementation through both internal models and external platforms.

Andrew Ciappa is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.

Aaron Schluep is a financial advisor with Empower Advisory Group based in Charleston, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been associated with Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Richard Link is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2021. His prior roles include positions at Truist Advisory Services and BB&T Securities, where he worked for eight years. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Eric Farr is a financial advisor at Farther with five years of industry experience. He holds a Series 65 designation and previously worked at Solutions 4 Wealth and Mass Mutual Life Insurance Company. His background also includes service in the South Carolina House of Representatives and experience with Seabreeze Marina. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Michael Rivera is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Trinity Wealth Partners and various entities within the Principal group. Rivera is involved in fixed annuities, long-term care, life, group benefits, health insurance, and disability insurance. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory arrangements.

William Evans is a financial advisor with Money Concepts Capital Corp in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles in mortgage lending and real estate, as well as ownership of two small businesses: a retail used car dealership and a home improvement company. He is also involved in teaching and coaching through the Federal Benefits Academy. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Jenny Naylor is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, she operates a weekend photography business and serves on the board of the Vermont Youth Conservation Corps, a nonprofit focused on youth development and education. She also founded and facilitates the Vermont Women's CEO group. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model supported by a consolidated investment platform and also functions as a registered broker-dealer, providing a range of investment and placement services.