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.

Richard Giles is a financial advisor at Truist Advisory Services with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Bb&T Securities, LLC and Scott & Stringfellow, LLC. Giles is based in Mt. Pleasant, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program through discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

George Boyle Jr. is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Boyle has worked with several firms including Avantax and manages his own tax and accounting firm, G P Boyle & Associates, where he serves as president. He is also involved in tax preparation and accounting through GW Tax and Accounting, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Graeme Lee is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory Services, Kestra Investment Services, LPL Financial LLC, and Kestra Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, vendor searches, and employee education, serving a broad client base that includes large institutional investors such as sovereign wealth funds.

Sean Groskoph is a financial advisor at Equity Services, Inc. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at National Life Group, CreativeOne Securities, Hudnall Capital Advisors, MassMutual, and a four-year tenure at the College of Charleston. Outside of his advisory work, he is also involved with Hudnall Capital Advisors in an insurance agent capacity. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers various advisory platforms that combine predominantly long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.

Randy Domikis is a financial advisor with D.A. Davidson & Co. in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Outside of finance, he is president of PWS, LLC, a family-owned ATF licensed firearms manufacturing and machine shop. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides services under fiduciary standards, featuring comprehensive financial planning, retirement plan advisory, and private wealth management, alongside municipal advisory and custodial services.

John Geilfuss is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior roles include positions at Financial Engines Advisors L.L.C. and T. Rowe Price. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and supports its strategies with in-house research and third-party managers, along with integrated tax and accounting services.

Richard Pearce is a CFP® with 14 years of experience in the financial services industry. He is currently with Goldman Sachs Wealth Services and has prior experience at United Capital Financial Advisers, Edge Capital Group, Edge Advisors, and Edge Corporate Finance. He serves as an Investment Committee Member at Saint Philip's Church in Charleston, SC. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by a range of investment strategies and operational tools, leveraging the broader Goldman Sachs network across banking, asset management, and advisory capabilities.

Bryan Powell is a financial advisor with Principal Financial Services in Mt. Pleasant, SC, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. He has worked at several firms, including Trinity Wealth Partners and Union Financial, Inc. Powell serves as a board member of the Charleston Interreligious Council, an organization focused on fostering understanding and respect among different religious groups. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.

Randall Bliss is a financial advisor with Sanctuary Advisors, LLC in Mount Pleasant, SC. He holds the CFP® designation and has 36 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and running Bliss Capital Advisors LLC under the name HB Wealth Advisors, LLC. He serves as a committee member for the YMCA of Lake County. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a large network of independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting with a variety of analytical approaches and investment platforms, acting as a fiduciary when agreements are in place.

Kayla King is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. She previously worked at Madison Oaks Wealth Partners for eight years and has experience with the Wealth Enhancement Group. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and retirement-plan consulting through a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.

Gary Sawyer is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 and 65 licenses, with 53 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, LLC, and ongoing involvement with Growth Plus LLC and Creative Marketing Int'l Corp. He also spends substantial time on retirement plan solutions through a separate DBA. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model that supports discretionary and non-discretionary management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Elizabeth Nicolette is a financial advisor with First Command Advisory Services in Mt. Pleasant, SC. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining First Command, she worked at Wells Fargo in various roles from 2014 to 2017. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Michael Croce is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The Vanguard Group, Inc. for seven years. Outside of his advisory role, he acts as a limited agent for two family members. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tailored approaches such as direct indexing and tax-loss harvesting, supported by a broad range of affiliated non-investment businesses.