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 financial advisor with Sequoia Financial Group, L.L.C., holding a Series 65 designation and one year of industry experience. She has been with Sequoia since 2024 and concurrently serves as Chief Compliance Officer for Family Asset Management, a firm acquired by Sequoia in October 2024. 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 manager selection, supported by a dedicated Investment Policy Committee and extensive research resources.

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.

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.

Clayton Brumbaugh is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance, Wells Fargo, Baltimore County Government, and Virginia Wesleyan University. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

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.

Jeffrey Flamman is a financial advisor with Lincoln Investment, holding Series 63, 65, and 66 licenses and over 41 years of industry experience. He has worked at Lincoln Investment since 2010 and has longstanding affiliations with PMG Securities Corporation and Home Life dating back to the 1980s and 1990s. Outside of his advisory work, he is part owner of a retail website, MoneyGiftShop.com, where he assists with product selection and design. Lincoln Investment serves individuals, charitable organizations, businesses, and numerous employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement advice services, managing both in-house and third-party investment strategies using strategic and tactical approaches supported by quantitative models.

Eric Gonzalez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He has a 20-year background in the U.S. Coast Guard and has worked at several firms, including Pharos Group and Metris Global. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Meddaugh is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He serves as a Senior Financial Representative at Imagine Financial and holds a role as Commanding Officer in the United States Navy Reserve. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

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.

Matthew Foreman is a Series 66 licensed financial advisor with four years of industry experience, currently with Valic Financial Advisors. His prior experience includes roles at Empower Financial Services, Wells Fargo, Bank of America, and CarMAX. Outside of his advisory work, he serves as treasurer for the Edith L Frierson Elementary PTA and is an agent selling non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes a large network of advisors and a technology-driven approach with unified managed accounts and overlay services to provide portfolio management and financial planning.

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 a financial advisor 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, and Janus Management Holdings. McCartney is also a licensed insurance agent and broker. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

William Brown is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Trinity Wealth Partners and South Carolina Brown Group, along with two decades of service at Principal Securities and Principal Life Insurance Company. Outside of his advisory work, he manages Fin and Fowl, LLC, an entity owned by his children's trust. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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.