Travis Moore is a CFP® professional with 21 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. Prior to this, he spent 14 years at Intervest International Equities Corp. He also owns Cornerstone Financial Strategies, LLC, an independent investment planning firm where he assists clients with portfolio management, retirement income, and asset protection. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment options delivered on discretionary and non-discretionary bases.

Erin Zumwalt is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 credentials. She has experience as a former US Navy service member, serving from 2002 to 2023. Outside of her advisory work, she is involved with Word of Mouth Catering. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Howard Hartley is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Wells Fargo. His career also includes roles outside finance, such as positions at Pure Fishing and Nolan Transportation Group. 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 to deliver its AMC Advantage manager-selection program.

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he has worked for over a decade. Gunther has also been involved with GenerousWealth, LLC and Blackbridge Financial in advisory capacities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model of independent advisory representatives and various portfolio management strategies supported by technology platforms.

Tracey Turko is a CFP® with 20 years of experience in financial advising, currently with Mercer Global Advisors Inc. She has been with Mercer in various roles since 2015. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and multi-factor tilts.

Jonathan Burton is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fifth Third Bank, Blue Grass Motorsport, and Honda World. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering programs such as the Passageway Managed Account Program with multiple portfolio management options. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Alan Luchay is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities and Sigma Planning Corp. Luchay served in the US Air Force Reserves for 35 years. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Matthew Coakley is a CFP® with 17 years of industry experience, currently working at Farther since 2025. He previously spent 17 years at Waypoint Strategic Advisors. Outside of his advisory role, he is a 50% partner in Southern Heritage Investments, LLC, focusing on personal real estate ownership and investment. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

William Stewart is a Series 66-licensed advisor with First Command Advisory Services, bringing five years of industry experience. Prior to his financial services career, he served 25 years in the United States Army. He has been with First Command in various roles since 2019. 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 featuring centrally managed portfolios constructed from mutual funds, ETFs, and third-party managers.

Melissa Hardee is a financial advisor at First Citizens Investor Services, Inc. with nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she held positions at First Citizens Asset Management, First Citizens Bank, and Bank of America. 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 led by investment adviser representatives that includes assessments of financial needs, risk tolerance, and time horizon, using various investment analyses to allocate among equities, fixed income, mutual funds, and ETFs.

David Thompson Jr. is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 2007. First Command Advisory Services is an SEC-registered investment adviser that serves 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Justin Rayman is a CFP® with 10 years of experience in the financial industry, currently affiliated with Fifth Third Securities, Inc. He has previously worked at Navy Federal Financial Group and UBS Financial Services. Outside of his advisory role, he is a co-owner of Costa Buxton, LLC, a real estate management business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as SMA models and tax-overlay services.

Clayton Brumbaugh is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance, Wells Fargo, Baltimore County Government, and Virginia Wesleyan University. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Benjamin Strickland is a financial advisor at First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and also held positions at the University of South Carolina, Pizza Hut, and Food Lion. 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’s investment approach combines fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, with a client process led by Investment Adviser Representatives.

Eric Gonzalez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He has a 20-year background in the U.S. Coast Guard and has worked at several firms, including Pharos Group and Metris Global. 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 offers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Meddaugh is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has previously worked with firms including Madison Avenue Securities, First Command Advisory Services, and operates as a Senior Financial Representative at Imagine Financial. Meddaugh serves as a Commanding Officer in the United States Navy Reserve, overseeing a unit of over 750 personnel. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

Matthew Ellis is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments, E*TRADE, TIAA-CREF, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, operating through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Robert Armstrong is a CFP® professional with nine years of experience in financial advising at First Command Advisory Services. He has worked at multiple entities within the First Command group since 2017 and previously spent four years at Leidos. 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 offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Crane is a financial advisor with Principal Financial Services in North Charleston, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and Citizens Securities. Outside of finance, he is a partner in an LLC that owns a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.