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 23 years of industry experience. He holds a Series 66 designation and has worked at Truist since 2018, following a two-year tenure at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and consulting supported by third-party platform arrangements.

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.

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 five years of industry experience. She holds Series 63 and Series 66 licenses 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, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and private wealth management, all under fiduciary standards.

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 designation and bringing 11 years of industry experience. He has previously worked with firms including Madison Avenue Securities, First Command Advisory Services, and operates as a Senior Financial Representative at Imagine Financial. Meddaugh serves as a Commanding Officer in the United States Navy Reserve, overseeing a unit of over 750 personnel. 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 utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

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 at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life Insurance Company and MML Investors Services, LLC. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including discretionary management, model-based strategies, and access to both proprietary and third-party advisory programs.

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 financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Empower Financial Services, Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of 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 offers portfolio management, financial planning, and UMAs through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion across close to 300,000 clients.

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 at TD Private Client Wealth LLC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, W&S Brokerage Services, Western Southern Life, CARFAX, O2 Fitness Clubs, and the College of Charleston. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to various investment products through strategic and tactical asset allocation.

Brooks Mccartney is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Raymond James & Associates, LPL Financial, Banner Bank, and Janus Management Holdings. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party strategies supported by technology and centralized due diligence.

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 in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and having 20 years of industry experience. His work history includes roles at Trinity Wealth Partners and South Carolina Brown Group. Outside of his advisory duties, he manages Fin and Fowl, LLC, an entity owned by a children's trust. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.