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.

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.

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.

Anna Franks is a financial advisor with First Citizens Investor Services, Inc. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Anna has worked at First Citizens Investor Services since 2016 and has been 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 businesses. The firm’s investment approach involves IAR-led assessments combined with fundamental, quantitative, and technical analysis across a range of asset classes, offering services such as portfolio management, wrap programs, and tax-aware strategies.

Clayton Thornton is a financial advisor with NewEdge Advisors in Summerville, SC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Wealth Advisors LLC, and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, and employs centralized due diligence alongside technology tools to support advisors and clients.

Gary Knode is a financial advisor at AE Wealth Management, LLC with one year of experience in the industry. He holds a Series 65 designation and has been involved with Safe Harbor Financial/Safe Harbor Wealth since 2013, where he serves as president and manages insurance and annuity sales along with retirement planning for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, ERISA plan services, and self-directed brokerage support through a platform that integrates AEWM-managed, third-party, and advisor-managed models.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior roles include positions at AIG Capital Services, Inc. and Sunamerica Asset Management Corp., as well as work in real estate and cellular sales. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs and risk assessment, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Robert Swindle is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 13 years of industry experience, having worked previously at MML Investors Services and Mass Mutual Life Insurance Company before joining Park Avenue Securities in 2018. He also engages in providing insurance products outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Marie Hadwin is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with NewEdge Advisors, having joined in 2026, and previously worked at firms including Forvis Mazars Wealth Advisors, DHG Wealth Advisors, Bank of America, Merrill, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to various advisory programs, supported by centralized due diligence and technology-enabled solutions.

Jonathan Hutson is a CFP® professional with eight years of industry experience, currently serving at First Command Advisory Services. He has been with First Command in various roles since 2018 and is also affiliated with the College of Charleston. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party manager selections.

Scott Soenen is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Bank, Truist Investment Services, Wells Fargo, and Northwestern Mutual. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm’s approach integrates fundamental, quantitative, and technical analysis to manage portfolios across a range of asset types.

Kyle Jones is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Jones is a band member and base guitarist for Martha's Vault. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

Justin Greene is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Prime Capital Investment Advisors, Nylife Securities, New York Life Insurance, and Edward Jones. Outside of his advisory work, he owns The Lowcountry Dugout, LLC, where he coaches and provides instruction to youth baseball players. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns through integrated financial planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has over eight years of experience, including roles at First Citizens Investor Services since 2020 and First Citizens Bank since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s approach includes IAR-led financial assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across various asset classes.

Anthony Almeter is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at First Citizens Investor Services since 2018 and First Citizens Bank since 2016. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, including portfolio management, wrap programs, model portfolios, and financial planning, with a client process focused on financial needs assessment and diversified investment allocation.