Anthony Valentino III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked previously at Commonwealth Financial, Minnesota Life Insurance, and Securian Financial Services. Valentino is also involved as an advisor with Coastal Strategic Capital. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or bespoke strategies.

Steven Meyer is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he is actively involved in multiple investment-related business ventures, including ownership positions in several LLCs focused on financial services and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, delivering tailored recommendations through comprehensive planning tools and integrating advisory services with other financial products and referral channels.

Nathan Heinlein is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at Cetera and affiliated entities since 2023 and has prior experience at Ignite Digital Services and educational institutions. Heinlein also serves as an associate on the financial planning team at Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Cestone is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His work history includes roles at the United States Postal Service and Gateway Logistic Corp prior to joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Bayless is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His prior roles include positions with Avantax and Prudential Insurance Company of America. He also provides financial planning and wealth management services through Arrow Advisory. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party money managers and manages over $256 billion in assets across more than 10,000 advisors.

Korey Banks is a financial advisor at Edward Jones in Summerville, SC, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.