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.

William Craine is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC. He holds Series 66 and Series 63 designations and has 13 years of industry experience. Prior to joining First Citizens Investor Services in 2021, he worked at UMB Scout Brokerage Services and UMB Bank from 2005 to 2020. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, a Guided Investing platform, and tax-aware services, focusing on a client process that assesses financial needs and risk tolerance through fundamental, quantitative, and technical analysis.

Brianna Pedraza is a financial advisor at Truist Advisory Services with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments, Cummings Wealth Management Group, and Truist Investment Services. Pedraza has also been involved in education at the College of Charleston and Meeting Street Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled equity research and inter-affiliate integration.

Jared Baize is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at SunTrust Advisory Services, SunTrust Investment Services, and Wells Fargo Clearing and Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Marla Warner is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes roles at LPL Financial and DaVinci Financial Designs, LLC. She has also worked as a part-time tax preparer for Brim and Associates CPAs. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing a mix of discretionary and non-discretionary portfolio management strategies supported by technology platforms and access to third-party managers.

Seth Bennett is a financial advisor with TIAA-CREF in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014 and was previously associated with T. Rowe Price from 2020 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides point-in-time planning services separate from ongoing discretionary portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to a donor-advised fund.

Helen Gordon is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 13 years before joining Stifel in 2023. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in small business retirement plans, partnering with business owners to design, implement, and service retirement plans that support workforce and business objectives. Quintina assists plan sponsors in evaluating plan design, navigating fiduciary responsibilities, and improving participant outcomes by coordinating with recordkeepers, third-party administrators, accountants, and other service providers. Additionally, she serves as a qualified plan educator, providing retirement plan participants with education and personalized guidance to help them make informed financial decisions through life transitions such as retirement and career changes. Quintina holds a Bachelor's Degree from Albany State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is affiliated with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Quintina's personal interests include camping, hiking, and spending time with her family. Her mission is to help people build wealth with clarity and confidence through disciplined, data-driven strategies while supporting the healthcare, military, and nonprofit communities important to her.

Arthur Connor is a financial advisor with Cambridge Investment Research Advisors in Summerville, SC, holding the ChFC® and Series 63 designations and having 52 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors and related entities since 2012 and serves on the board of directors for Blue Island Citizens for Persons with Developmental Disabilities. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing multiple custody platforms and a variety of investment strategies, including proprietary models and third-party manager referrals.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves on the board of a property owners association and holds ownership interests in several family and investment-related partnerships. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Jacob Palmer is a financial advisor at LPL Enterprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He has also worked in the restaurant industry and held positions at the University of Rhode Island. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, third-party asset management, and access to a broad range of brokerage and insurance products through an integrated platform combining advisory and brokerage channels.