William Lankford is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at First Command Financial Planning, Inc. since 2018. Prior to that, he retired in 2016. 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, using a centralized Investment Management Team to design and oversee portfolios.

Jimmy Lewis is a financial advisor with Guardian Life in Summerville, SC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He previously worked at New York Life and Park Avenue Securities, with multiple roles spanning from 2014 to the present. Outside of his advisory work, Lewis serves as an executor of family wills and is involved with Swamp Fox Financial, LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting services.

Robert Cummings is a CFP®-designated financial advisor with Commonwealth Financial Network, where he has worked since 2009. He has 34 years of industry experience. Outside of his advisory role, he is the sole owner of GoatFest, LLC, an entity established for holding undeveloped real estate properties in Charleston County, SC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, technology, investment management, compliance, and practice-management support to affiliated advisors.

Crystal Avant is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Valic since 2012 and owns Crystal Nellie Studio LLC, where she creates art outside of market hours as a personal hobby. Valic Financial Advisors serves U.S.-based 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, utilizing Envestnet UMA models with options for tax and ESG overlays.

John Regan is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Citizens Bank and First Citizens Investor Services. 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 AI-enabled research tools and inter-affiliate integration.

Sean Link is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including BB&T Securities and Truist Investment Services. He is based in Mt. Pleasant, South Carolina. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

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 licenses and six years of industry experience. Prior to joining Sanctuary Advisors, he worked at Concourse Financial Group Securities Inc. and has been involved with Bliss Capital Advisors since 2012. Outside of financial services, he 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, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and retirement plan consulting services, employing various analytical approaches and maintaining fiduciary standards under written advisory agreements.

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 2 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at First Citizens Investor Services and First Citizens Bank. Seth is based in Mount Pleasant, South Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

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.

Larry Weatherford Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at New York Life and Nylife Securities Inc. In addition to his advisory work, he operates under Weatherford Financial Group and is an independent associate offering prepaid legal memberships through Legal Shield. He also serves as a Notary Public, providing notary services to clients on a volunteer basis. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Galarza is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 65 and Series 66 credentials. He has 11 years of industry experience, including roles at National Life Group and Farmers Financial Solutions. Galarza also owns and operates insurance agencies and serves as secretary and board member of a homeowner’s association in North Miami Beach, Florida. 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 utilizing third-party asset managers and model portfolios, incorporating both long-term strategies and options for shorter-term trading.

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.

Carissa Shivers is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Money Concepts Capital Corp. In addition to her advisory role, she is involved in insurance sales through PGI Financial Services. AE Wealth Management serves a broad mix of clients including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.

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.