Michael Flatley is a Series 66 licensed advisor with 16 years of industry experience. He is currently with Farther Finance Advisors and previously worked at Merrill Lynch and Deutsche Bank. Outside of his advisory role, he co-founded Impact Band, a smartwatch protection accessory company, and founded the nonprofit Books That Heal. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management with retirement plan consulting and private fund recommendations. The firm uses a Modern Portfolio Theory-based approach with bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Bianca Moore is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at MassMutual of South Carolina and the Surgical Center of Burlington County. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of advisory and wealth management programs.

David D'amico is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Securities, LLC and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers portfolio management, financial planning, and access to private funds.

Christopher Interrante is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and MML Investors Services, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, along with hybrid digital advisory solutions.

Gary Heatherington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at MassMutual and Metlife Securities. He is also licensed as an agent for fixed insurance products, including fixed life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, implementing investments primarily on a discretionary basis.

Kathryn Wise is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CUSO Financial Services, LP for 10 years before joining Valic in 2022. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a discretionary unified managed account platform and centralized technology solutions.

Eliot Ness is a financial advisor with TD Private Client Wealth LLC based in Charleston, SC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining TD, he held roles at Integrity Alliance, LLC, Lion Street Financial, and CARFAX. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, supported by technology platforms and custodians to deliver portfolio management and financial planning services.

Brooks McCartney is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James & Associates, LPL Financial, Banner Bank, Destra Capital Investments LLC, and Janus Management Holdings Corp. He also holds a license as an insurance agent and may offer insurance products alongside his advisory services. 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 and employs multiple program structures with centralized manager due diligence and the use of technology tools to support advisor and client needs.

Erik Hofstrom is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has worked with LPL Financial since 2005. Hofstrom operates his advisory business through Independent Advisor Alliance, focusing on investment advisory services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, employing discretionary and non-discretionary portfolio management methods alongside technology-enabled estate-planning tools.

Terri Cantrell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. Her career includes prior roles at Ameriprise Financial Services, Inc., LPL Financial, and Cummings Wealth Management Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with a mix of managed-account programs, access to third-party asset managers, and custody services.

Ryan Mentnech is a financial advisor with Truist Advisory Services in Charleston, SC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at First Citizens, TD Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a youth lacrosse coach. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Richard Durkee Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has worked at several firms, including Fusion Capital Management and Precision Capital Management, and serves as president of the Grand Strand Association of Life Underwriters. Independent Advisor Alliance serves a diverse client base, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance asset aggregation and estate-planning services.

Brian Cummings is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 12 years of industry experience. He has worked at several firms including Cetera, Regions Bank, and South State Bank before joining Commonwealth in 2019. Cummings also owns Charleston Wealth Planning, LLC, through which he conducts his advisory activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in constructing client portfolios and offering proprietary model portfolios and customized investment solutions.

Andrew Barrett is a financial advisor at Sequoia Financial Group, L.L.C. in Charleston, SC, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and serves as president of White Point Management, LLC, a consulting firm. His prior experience includes Family Asset Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Andrew Stroer is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, Stroer owns Reliable Photography LLC, where he works as a photographer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary manager relationships with third-party platforms and AI-enabled research tools.

Joseph Cuozzi is a financial advisor with Private Advisor Group, LLC in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Cleararc Capital, Inc., and Morgan Stanley DW Inc. Cuozzi also operates JC Financial Group, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms, utilizing a fiduciary-based advisory model.

Kelly King is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining First Citizens and its affiliated entities in 2023, Kelly worked at Synovus Bank and Synovus Securities from 2016 to 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s approach involves personalized financial assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across multiple asset classes.

Erica Smith is a CFP® professional with 12 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has previously worked with Charleston Investment Advisors and The Wealth Management Alliance. Outside of financial advising, she owns and operates Smitten Handcrafted Designs, a jewelry business. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused approach, utilizing proprietary due diligence and asset allocation models to implement client strategies.

Samuel Marshall is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones for eight years before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, all operating under fiduciary standards.

John Jeffords is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has worked at Truist Advisory Services since 2021 and has also been affiliated with Bb&T Securities and Scott & Stringfellow for over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate resources.