Christopher Jones is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. His prior roles include positions with Truist Advisory Services, BB&T, and related entities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, model portfolios, and financial planning with a focus on fundamental, quantitative, and technical analysis.

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 19 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at GWFS Equities and Cummings Wealth Management. Outside of his advisory work, he is also a musician based in Charleston, South Carolina. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Joshua Castaneda is a financial advisor with First Command Advisory Services in Charleston, SC, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, he served in the U.S. Navy and currently serves as a Reserve Naval Officer in the United States Naval Reserves. 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, managing portfolios through a centralized Investment Management Team that selects and monitors approved investment 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 with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked at Commonwealth Financial Network for nine years and operates Sammut Wealth Management, an investment advisory and financial planning business. Independent Financial Partners is a nationwide firm supporting a multi-advisor platform serving tens of thousands of clients with investment advisory, financial planning, trust, and retirement-plan services. The firm offers a decentralized advisory model with notable expertise in retirement-plan advisory and pension consulting.

Jacob Hermans is a CFP® with 16 years of experience in the financial services industry. He is currently with Truist Advisory Services and has previously worked at SunTrust Bank and Morgan Keegan & Company, Inc. His career includes roles spanning investment services and advisory positions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broker-dealer and bank affiliates.

Michael Mcfaul is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC. Outside of advising, Mcfaul works as an Uber driver on a part-time basis. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements across multiple program structures.

Ray Schrecker Jr. is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 credentials. He has 28 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. Schrecker has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary strategies and incorporates AI-enabled tools in its equity research to support manager selection and investment oversight.

Joshua Friedlander is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior work includes roles at Lion Street Advisors and Mass Mutual Investors Services. Outside of advising, he owns and operates Arisgarde Risk Management LLC, an insurance sales business, and Arisgarde, a management company focused on operations and accounting. Integrity Alliance serves a diverse client base that includes individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Michael Outlaw is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley for 22 years before joining various Rockefeller entities since 2018. Outside of advisory work, he is an investor in Secure Companies, an insurance-related business, and an investor in Outlaw Valley LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with brokerage and investment banking services through a consolidated platform centered on a Private Advisor model.

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.

Joshua Nelson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Ameriprise and Transamerica-affiliated companies. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing investment education and managed advice programs that incorporate proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

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.

Amanda Rose is a CFP® professional with four years of experience in the financial services industry. She has worked at Creative Planning since 2022, following roles at JBJ Investment Partners, Synovus Bank, and Wright Patt Credit Union. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Michael Bock is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and 22 years of industry experience. His career includes ten years at TIAA-CREF and roles at Alexandria Technology, AFlac, and LPL Financial. Private Advisor Group serves a diverse client base with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary WealthSuite separately managed account program.