Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. She is also the CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, which operates in the light industrial equipment sector. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and offers various model portfolio options tailored to client needs.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 designations and one year of industry experience. His prior work includes roles at Johnson and Johnson Insurance, Total Quality Logistics, Starbucks, and several financial service firms including Pruco Securities LLC and New York Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Josh Christian is a financial advisor at Savvy with a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and CreativeOne Securities. Outside of advising, he serves as Foundation Chair for Rotary International, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Michael Henry is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Savvy since 2026 and previously held positions at Cetera and Commonwealth. Henry is also a financial professional with Commonwealth Financial Group. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

Cary Beach is a financial advisor at First Citizens Investor Services, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company and The Huntington National Bank. Beach is also involved with affiliated investment advisory firms, participating in advisory meetings and policy updates. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology-driven model portfolios and tax-aware strategies. Its affiliation with a bank holding company offers integrated banking resources and operational advantages not typical of independent RIAs.

James Whitt is a financial advisor with First Citizens Asset Management, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at South Carolina Federal Credit Union and Sorrento Pacific Financial, LLC. Whitt is based in Summerville, SC. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages global, multi-asset model portfolios through a multi-team platform of 33 advisors, using a combination of quantitative and qualitative criteria with discretionary management and dynamic asset allocation.

David Lobeck is a financial advisor with First Citizens Asset Management, Inc., holding Series 65 and Series 63 credentials and possessing 33 years of industry experience. He has worked with various First Citizens entities since 2017 and previously spent three years at Fifth Third Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, charitable organizations, corporations, and public institutions. The firm utilizes global multi-asset class model portfolios combining fundamental, quantitative, and technical analysis, with a focus on strategic asset allocation and portfolio risk management.

Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

Travis Moore is a CFP® professional with 21 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. Prior to this, he spent 14 years at Intervest International Equities Corp. He also owns Cornerstone Financial Strategies, LLC, an independent investment planning firm where he assists clients with portfolio management, retirement income, and asset protection. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment options delivered on discretionary and non-discretionary bases.

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining the firm, Zumwalt served 21 years in the US Navy and has also been involved with Word of Mouth Catering. First Command Advisory Services is an SEC-registered 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 managed by a centralized Investment Management Team.

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has held roles at Independent Advisor Alliance since 2016, with additional experience at GenerousWealth, LLC and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through a combination of discretionary and non-discretionary portfolio management supported by various analytical strategies and technology platforms.

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 an investment advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Fifth Third, he worked in motorsports and as a dance instructor. Jonathan's background includes roles at Blue Grass Motorsport and Honda World. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a range of program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services to a broad client base, including high-net-worth individuals, corporations, and trusts.

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.