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 CFP® certificant with 16 years of industry experience. She has been affiliated with Commonwealth Financial Network and Cummings Wealth Management since 2012. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm offers managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform.

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 16 years of industry experience. He holds a Series 65 designation and has previously worked at JBJ Investment Partners and Gambit Securities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach featuring low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and fundamental equity sleeves, supported by a large advisory team and centralized investment infrastructure.

Adam Bonner is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Cabot Lodge Securities LLC, Apollon Wealth Management LLC, South State Bank, and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

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® professional with 42 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 65 licenses. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational and investment support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Douglas Buchan is a CFP® professional with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Main Street Financial Solutions, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and family office services.

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

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.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at Independent Advisor Alliance since 2016, with additional experience at GenerousWealth, LLC and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through a combination of discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

Jenny Naylor is a financial advisor with Rockefeller Capital Management in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Rockefeller, she worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, she operates a photography business specializing in family portraits and weddings, and serves as a board member of the Vermont Youth Conservation Corps, a nonprofit focused on youth workforce development and education. She also founded and facilitates the Vermont Women's CEO group, supporting local business leaders. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and strategic advisory services.

Tracey Turko is a CFP® with 20 years of experience in financial advising, currently with Mercer Global Advisors Inc. She has been with Mercer in various roles since 2015. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and multi-factor tilts.