William Bendt is a financial advisor with Capitol Securities Management, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Capitol Securities Management since 2015. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Adam Crotts is a financial advisor with First Citizens Asset Management, Inc. in Charleston, SC. He holds the Series 66 and Series 63 designations and has 12 years of industry experience. Crotts has been with First Citizens Asset Management and its affiliated broker-dealer since 2016. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class portfolios using a combination of fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Todd Confarotta is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones Investments from 2001 to 2017. He is also the owner of Fairharbor Advisors LLC, which manages payroll functions related to his work at Kingsview. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services using a combination of advisor-led planning and model-based strategies, including internally sponsored ETFs and access to alternative investments.

Christopher Jackson is a CFP® professional with nine years of industry experience. He is currently with Core Planning, where he has worked since 2025. Prior to joining Core Planning, he held positions at Facet Wealth, Citizens Securities Inc., Bank of America, and Merrill Lynch. In addition to his role at Core Planning, Jackson provides financial planning advice as an independent contractor for Uprise Advisors LLC, primarily serving small business owners. Core Planning offers fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm delivers customized investment strategies based on client goals and risk tolerances and utilizes a combination of in-house advice and third-party money managers.

Marcus Gersbach is a financial advisor with Capitol Securities Management, Inc. in Hollywood, South Carolina, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Capitol Securities Management since 2011 and is also involved with Prentis LLC. Outside of his advisory work, he serves as a board member responsible for fundraising at the Riddicks Folly Foundation and participates in nonprofit and community organizations such as Suffolk Ducks Unlimited and the Suffolk Rotary, where he holds the role of Foundation Chair. Capitol Securities Management serves individual, corporate, charitable clients, trustees, and plan sponsors, offering brokerage and advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives who tailor client-specific investment policies.

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.

John Miller is a financial advisor with Level Four Advisory Services and holds the Series 63 and Series 65 designations. He has 29 years of industry experience, including 20 years at Mid Atlantic Securities, Inc., and over 30 years with Jack Miller & Company. He is also president of King Tide Retirement, an annuities and life insurance business. Level Four Advisory Services is an SEC-registered adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

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 based in Charleston, SC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining TD, he held roles at Integrity Alliance, LLC, Lion Street Financial, and CARFAX. 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 both affiliated and third-party sub-managers, supported by technology platforms and custodians to deliver portfolio management and financial planning services.

Ryan Mentnech is a financial advisor with Truist Advisory Services in Charleston, SC, holding Series 65 and Series 63 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 serves as a youth lacrosse coach. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

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.