Richard Giles is a financial advisor at Truist Advisory Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021. His prior roles include positions at Bb&T Securities, Scott & Stringfellow, and UBS Financial Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, including retirement plan sponsors and participants. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enhanced research and inter-affiliate integration.

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 based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Union Financial, Inc., Mass Mutual, and Principal Life Insurance Company. Powell serves as a board member of the Charleston Interreligious Council, an organization that promotes understanding and fellowship among religious groups. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a combination of adviser and promoter arrangements.

Jeffrey Dickerson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Raymond James Financial Services and Wells Fargo Advisors Financial Network, and is also co-managing partner of Dickerson Jackson & Associates LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

Pamela Postma is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. She previously worked at Frango Financial from 2015 to 2024. In addition to her advisory role, she provides tax preparation services during the tax season. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

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.

Kimberly Chism Moore is a Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She previously spent 21 years at Family Asset Management, LLC, serving as its Chief Compliance Officer until its acquisition by Sequoia in 2024. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs both model allocations and custom portfolio solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and conducting thorough research and periodic portfolio reviews.

Bryan Kazley is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds a Series 66 designation and has been with Truist and its affiliated firms since 2018, following prior roles at Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and manager due diligence.

Lewis Fichera is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Empower, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisers DBA Tristate Financial Advisers. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.