Linsey Winkler is a CFP® professional with three years of industry experience. She currently works at Corient and has prior experience with firms including RGT Wealth Advisors, Triad Financial Advisors, and Landmark Bank. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management tools.

Kerry Bliss is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 credentials and having six years of industry experience. Prior to joining Sanctuary Advisors in 2023, Kerry worked at Concourse Financial Group Securities Inc and has been involved with Bliss Capital Advisors since 2012. Outside of financial services, Kerry serves as an instructor at the Perry Senior Center and is a board member and chair of Women United at the United Way of Lake County. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a network of over 400 independent investment adviser representatives, offering portfolio management, retirement plan consulting, and access to multiple investment strategies and platforms.

John Giannattasio is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Creative Planning and has prior experience at Sanctuary Advisors LLC, Sanctuary Securities, Inc., Snowden Lane Partners, and New York Life. Outside of finance, he has worked at Darling Oyster Bar and was affiliated with the College of Charleston and Complete Dismantling Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing over $295 billion in client assets.

Seth Twisdale is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Citizens Bank and First Citizens Investor Services. Seth’s background includes four years at the University of South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and offer fiduciary support.

Cuyler Costanzo is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia in 2025, he held roles at JP Morgan Investment Management Inc. and its affiliates from 2020 to 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, private and alternative investments, with research supported by fundamental, technical, and cyclical analysis.

Christopher Jones is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at First Citizens Bank and several affiliated entities, including Truist and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm emphasizes an IAR-led client process incorporating multiple analysis methods to allocate investments across various asset classes.

Ryan Radloff is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with VALIC Financial Advisors since 2011 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, with a portfolio construction process supported by Envestnet's UMA models.

Adam Bloomberg is a Series 66-registered advisor with Truist Advisory Services, based in Mt. Pleasant, SC, with 12 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Princor Financial Services, and Principal Life Insurance Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate service arrangements.

Richard Brewer III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at GWFS Equities and Cummings Wealth Management. Outside of his advisory work, he is also a musician based in Charleston, South Carolina. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Joshua Castaneda is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has served in the US Navy and as a Reserve Naval Officer in the United States Naval Reserves since 2020. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Paul Cantor is a financial advisor with Mariner Wealth Advisors, holding CFP®, CFA®, and Series 63 credentials and bringing 12 years of industry experience. He has worked at Mariner since 2021, following positions at Allegiant Private Advisors and Commonwealth Financial Network. Mariner serves a diverse client base including individuals, institutions, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an investment committee and combines in-house research with third-party manager allocations, alongside specialized tax integration and employer financial-wellness tools.

Michael Clemente is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup Global Markets for 13 years before joining Truist in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver tailored investment solutions.

William Amatuzzo is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Amatuzzo is a co-owner of Amatuzzo, Magnani & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational support, investment management, and compliance services, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

John Sammut is a financial advisor at Independent Financial Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for nine years. He also owns Sammut Wealth Management, through which he provides investment advice, portfolio management, and financial planning. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Jacob Hermans is a CFP® professional with 16 years of industry experience, currently serving at Truist Advisory Services. His career includes prior roles at Morgan Keegan & Company, LLC and Morgan Stanley DW Inc., as well as extended tenure with SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research and inter-affiliate integration.

Michael Mcfaul is a financial advisor with VOYA Financial Advisors, Inc., holding Series 66 and Series 65 credentials and 17 years of industry experience. His previous roles include positions at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC. Outside of his advisory career, he works as an Uber driver during evenings and weekends. VOYA Financial Advisors, Inc. serves a diverse clientele, including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships across various managed account and wrap program structures.

James Spires is a financial advisor with Integrity Alliance, LLC in Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, he worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory role, he has engaged in automotive sales activities, including traveling to various sites to support operations and sales efforts. Integrity Alliance operates as a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and a range of investment program options supported by multiple platforms and a variety of allocation strategies.

Ray Schrecker Jr. is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 credentials. He has 28 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Schrecker has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary strategies and incorporates AI-enabled tools in its equity research to support manager selection and investment oversight.

Joshua Friedlander is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Lion Street Advisors, Lion Street Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns Arisgarde Risk Management LLC, an insurance sales business, and also operates an accounting and management company. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, offering a range of services such as portfolio management, financial planning, and third-party manager referrals through a network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm delivers investment advice via discretionary accounts, model portfolios, and third-party sub-advisers, supporting various allocation strategies and retention of ERISA fiduciary responsibilities where authorized.

Michael Outlaw is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley for 22 years before joining various entities within the Rockefeller organization. Outside of his advisory work, he is an investor in Secure Companies, an insurance-related business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates a registered broker-dealer and offers a range of investment solutions through its consolidated platform, Rockefeller Global Investment Management.