John Donaghy is a financial advisor at Founders Financial Securities LLC with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors Corporation, Maller Wealth Advisors, PNC Wealth Management, Osaic FA, Inc., and Legg Mason Wood Walker, Incorporated. He serves as a board member of the Atlantic General Hospital Foundation and as vice president of the Long Green Land Trust. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, offering multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting. The firm delegates portfolio management to its advisers, who operate under their own DBAs, and supports niche offerings alongside conventional advisory services.

Sheila Chaplin is a CFP® professional with four years of experience in the financial industry. She is affiliated with Archer Investment Corporation and has additional experience running Chaplin Consulting since 2016 and working with Reliable Tax & Business Services since 2018. Archer Investment Corporation provides investment management services primarily to individual clients, including both non-high-net-worth and high-net-worth investors. The firm offers comprehensive financial planning and limited-scope model portfolios, managing approximately $1.01 billion in discretionary assets.

David Cashdollar is a CFP® with 44 years of industry experience, currently serving at Confluence Financial Partners since 2024. His prior roles include over a decade at Cetera Advisor Networks LLC and two decades leading CashDollar & Associates, LLC. Outside of advisory work, he is an independent insurance agent and serves as a trustee for Grove City College, where he participates in reviewing investment allocations and fundraising efforts. Confluence Financial Partners offers holistic wealth management and financial planning to a diverse client base, including individuals, professionals, business owners, and institutional clients. The firm operates as a fiduciary, utilizing a blend of active and passive investment strategies, and has a notable focus on retirement plan consulting for ERISA plan sponsors.

John Kostukovich is an advisory representative at Vicus Capital, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory role, he is a member and owner of Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. Vicus Capital serves a broad client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across diverse strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Jeffrey Dickerson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Raymond James Financial Services and Wells Fargo Advisors Financial Network, and is also co-managing partner of Dickerson Jackson & Associates LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

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.

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.

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.

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 with TD Private Client Wealth LLC in Charleston, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Integrity Alliance, LLC, Lion Street Financial, and W&S Brokerage Services, Inc. Before entering the financial services industry, he worked at CARFAX and O2 Fitness Clubs. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Ryan Mentnech is a financial advisor with Truist Advisory Services in Charleston, SC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at First Citizens, TD Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he coaches youth lacrosse. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary relationships.

Robert Crane is a financial advisor with Principal Financial Services in North Charleston, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and Citizens Securities. Outside of finance, he is a partner in an LLC that owns a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

James Amick Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously held roles at Independent Financial Partners and LPL Financial. Outside of his advisory work, Amick serves as chair elect of the Poplar Grove Townhome Owners Association board and is a trustee of the Jamie Lynn Amick Trust. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Mark Taylor is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of advisory work, he is involved as a member managing small self-storage facility operations. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Kornegay is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Valic Financial Advisors since 2011 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he is a commissioned notary in South Carolina. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joseph Diamond is a financial advisor with VALIC Financial Advisors in North Charleston, SC, holding CFP®, Series 63, and Series 65 credentials and having 30 years of industry experience. He has been with VALIC Financial Advisors since 1997 and also works with Agia since 2022. Outside of his advisory role, he serves on the advisory board for Campus Outreach Charleston, is a committee member of the Global Impact Committee at East Cooper Baptist Church, and volunteers as a director for the Colson Fellows ECBC affiliate. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and uses discretionary unified managed accounts with options for tax-aware and ESG overlays, relying on a centralized technology platform to serve a substantial client base.

Randy Thompson is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill from 2013 to 2022, Bank of America in 2022, and GWFS Equities, Inc. since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and includes both point-in-time financial plans and optional managed account solutions.

Joshua Coward is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cummings Wealth Management Group, Commonwealth Financial Network, and Mass Mutual Investors Services. Outside of advising, he serves as a notary public in South Carolina, providing document signing services to clients without charge. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Isaac Wood is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Nationwide Investment Services Corporation and Fiduciary Wise. Wood is also the founder of The Woodpile Co, a nonprofit ministry based in Johns Island, SC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.