Melissa Hardee is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to her current role, she worked at Bank of America from 2010 to 2017. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers a range of investment solutions including portfolio management, wrap programs, automated investing platforms, and tax-aware services, with client strategies based on comprehensive financial assessments and multiple analytical approaches.

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 industry experience, currently serving as a financial advisor at Fifth Third Securities, Inc. He previously worked at UBS Financial Services, LLC, and Navy Federal Investment Services, LLC. Outside of his advisory role, he is a co-owner and real estate manager at Costa Buxton, LLC. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at First Citizens Bank and the University of South Carolina. 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 focused on assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis to guide diversified portfolio allocations.

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 with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 20 years of industry experience, having worked at firms including Fidelity Investments, E*TRADE Securities, and TIAA. 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 uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Armstrong is a financial advisor with First Command Advisory Services in Summerville, SC. He holds a Series 66 designation and has nine years of industry experience. Prior to joining First Command, he worked at Leidos from 2013 to 2017. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Meredith Schwab is a financial advisor at First Command Advisory Services with a Series 66 credential and two years of industry experience. She has worked in various capacities within First Command since 2023. Prior to that, she held positions at the Kiawah Island Club, Turf Center, WHB Financial Advisors, and Library Tavern. 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 that are managed through a centralized investment team using a structured, discretionary approach.

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.

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. 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.

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 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.

Justin Greene is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Empower, he 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 athletes. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model that emphasizes long-term portfolio returns and annual rebalancing.

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.

Thomas Crittenden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and concurrently serves in the Air National Guard. In addition to his advisory role, Crittenden is an airline pilot for Delta Air Lines and teaches undergraduate Business and Management courses as adjunct faculty at multiple universities. 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 managed centrally by an Investment Management Team and Wealth Portfolio Managers, using model portfolios composed of mutual funds, ETFs, and third-party managers.

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.