Anna Franks is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been affiliated with First Citizens Investor Services since 2016 and with First Citizens Bank since 2007. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process centered on financial needs assessment and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at First Citizens Bank, AIG Capital Services, Inc., and Sunamerica Asset Management Corp. Marquis also has experience in real estate and telecommunications sectors. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolios, and financial planning, focusing on client assessments and applying fundamental, quantitative, and technical analysis across various asset classes.

Robert Swindle is a financial advisor with Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2018, and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. In addition to his advisory role, he is involved in offering insurance products beyond Guardian Life. Primerica Advisors serves a diverse retail client base, providing brokerage and advisory services, financial planning, and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and offers various account-level features including lending solutions and tax-harvesting.

Kyle Jones is a financial advisor with First Citizens Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at First Citizens Bank and has experience as a musician in a band. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process involving financial needs assessment and a mix of fundamental, quantitative, and technical analysis to manage portfolios across diverse asset classes.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and over six years of experience in advisory services. He has been with First Citizens Investor Services since 2020 and has an additional tenure at First Citizens Bank dating back to 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes and offers services including model portfolios, wrap programs, and tax-aware financial planning.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Almeter has been with First Citizens Investor Services since 2018 and has additional experience at First Citizens Bank and State Farm. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process incorporating fundamental, quantitative, and technical analysis to allocate across multiple asset classes and offers a range of investment and financial planning services.

Christopher Mckee is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at First Citizens Bank and various other organizations, including a position at Chester Golf Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and business entities, using a client-centric process that incorporates fundamental, quantitative, and technical analysis across multiple asset classes.

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 Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and New York Life. Outside of his advisory work, he serves as executor and power of attorney for family estates. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.

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.

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.

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.

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.

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.

Randall Tepatti is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Avantax Advisory Services, Bulloch Telephone Cooperative, and other firms. In addition to advising, he operates Tepatti Financial, LLC, where he provides accounting services and tax preparation for individuals and small businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program options.

Maurice Brown is a financial advisor with Edward Jones in Moncks Corner, SC, holding a Series 66 license and seven years of industry experience. He previously worked at Farmers and Merchants Bank for three years and has concurrently been employed at Publix Grocery for over fifteen years. Outside of his advisory role, he is the CEO of two small businesses in Summerville, SC, including a courier service and a janitorial services company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and fiduciary standard of care.

Noel Spilbor is a financial advisor at Edward Jones in Moncks Corner, SC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Sean Bennett is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked since 2011. He has 33 years of industry experience and also serves as a state senator in the South Carolina General Assembly. Outside of his advisory role, he is an independent insurance agent and a member of a property group used for college football tailgating. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment options through multiple platforms, with both proprietary and third-party model strategies, and supports tailored approaches that include discretionary and non-discretionary management.

Lester Chou is a financial advisor with Ameriprise in North Charleston, SC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages an LLC used to pay expenses related to his Ameriprise franchise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and a range of advisory, brokerage, and insurance solutions.