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 63 and Series 65 registrations and bringing six years of industry experience. Prior to joining Sanctuary Advisors, Kerry worked at Concourse Financial Group Securities Inc and has operated Bliss Capital Advisors since 2012. Outside of financial services, Kerry serves as an instructor at the Perry Senior Center, teaching exercise and memory classes, and is a board member and Chair of Women United at the United Way of Lake County. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of more than 400 independent adviser representatives. The firm employs multiple investment approaches and provides both discretionary and non-discretionary account management, operating as a fiduciary when a written advisory agreement is in place.

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 two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Truist Investment Services in 2025, he worked at First Citizens Investor Services and First Citizens Bank from 2022 to 2025 and was affiliated with the University of South Carolina from 2019 to 2023. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Cuyler Costanzo is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia in 2025, he held roles at JP Morgan Investment Management Inc. and its affiliates from 2020 to 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, private and alternative investments, with research supported by fundamental, technical, and cyclical analysis.

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.

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.