Bryan Powell is a financial advisor with Principal Financial Services in Mt Pleasant, SC, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Union Financial, Inc., MassMutual, and Trinity Wealth Partners, where he is also a co-owner. Powell serves on the board of the Charleston Interreligious Council, an organization promoting interfaith understanding and cooperation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money managers through 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.

Matthew Coakley is a CFP® with 17 years of industry experience, currently working at Farther since 2025. He previously spent 17 years at Waypoint Strategic Advisors. Outside of his advisory role, he is a 50% partner in Southern Heritage Investments, LLC, focusing on personal real estate ownership and investment. 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 employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

William Stewart is a Series 66-licensed advisor with First Command Advisory Services, bringing five years of industry experience. Prior to his financial services career, he served 25 years in the United States Army. He has been with First Command in various roles since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed portfolios constructed from mutual funds, ETFs, and third-party managers.

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. He has 53 years of industry experience and has worked with firms including LPL Financial and IFP Securities. Outside of his advisory role, he is involved with Growth Plus LLC and Creative Marketing International Corp. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with specialized retirement-plan and pension consulting services and supports multiple investment management options.

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 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 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. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and integrating both qualitative and quantitative investment analysis.

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.