Cuyler Costanzo is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and PNC Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.

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 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including GWFS Equities and Allstate Financial Advisors. Outside of his advisory role, he is also a musician based in Charleston, SC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $210 billion in client assets. The firm provides a broad range of adviser support services including managed-account programs, third-party asset manager access, and retirement consulting.

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. and holds the Series 65 and Series 66 licenses. He has 18 years of industry experience and has worked at firms including Transamerica, Fidelity, Commonwealth Financial Network, and Merrill. Outside of advising, he works as an Uber driver during evenings and weekends. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory, utilizing both discretionary and non-discretionary management supported by in-house and third-party strategists and technology-enabled tools.

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 at Truist Advisory Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Scott & Stringfellow, and BB&T Securities. Schrecker has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.

Michael Theres is a CFP® and ChFC® with 27 years of industry experience. He has been with First Command Advisory Services since 2015 and has held various roles within affiliated entities of First Command since 1999. First Command Advisory Services is an SEC-registered investment adviser that serves 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, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers using selected third-party managers and model portfolios.

Christine Torrey is a financial advisor at Hightower Advisors with 25 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Torrey holds a Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Michael Bock is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His career includes roles at LPL Financial, TIAA-CREF, Oppenheimer, and Raymond James Financial. He is also involved with Aflac in a non-variable insurance capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party strategies supported by technology platforms.

William Craine is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. His career includes roles at UMB Scout Brokerage Services and UMB Bank spanning 15 years prior to joining First Citizens. First Citizens Investor Services serves a broad client base including individuals, pension plans, charitable organizations, and businesses, offering a range of advisory and brokerage services such as portfolio management, wrap programs, model portfolios, and financial planning. The firm emphasizes IAR-led financial needs assessments and employs fundamental, quantitative, and technical analysis in portfolio allocation.