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.

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 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.

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.