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 licenses and bringing 33 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he has worked for over a decade. Gunther has also been involved with GenerousWealth, LLC and Blackbridge Financial in advisory capacities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model of independent advisory representatives and various portfolio management strategies supported by technology platforms.

Jenny Naylor is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, she operates a weekend photography business and serves on the board of the Vermont Youth Conservation Corps, a nonprofit focused on youth development and education. She also founded and facilitates the Vermont Women's CEO group. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates a Private Advisor model supported by a consolidated investment platform and also functions as a registered broker-dealer, providing a range of investment and placement 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.

Jonathan Burton is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fifth Third Bank, Blue Grass Motorsport, and Honda World. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering programs such as the Passageway Managed Account Program with multiple portfolio management options. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

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.