Sarah Hargis is a financial advisor with First Command Advisory Services in Beaufort, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining First Command, she worked in various educational and tutoring roles and currently provides neighborhood tutoring in math and reading for K-12 students. She is also the owner of Daymarker Consulting LLC, which is used for managing her financial advisory business operations. First Command Advisory Services 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 utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 26 years of industry experience. He has been involved with several related firms, including DeVerna & Co. Financial LLC and DeVerna & Co. Financial Corp, which he founded. Outside of his advisory work, he is an author of a retirement planning book aimed at union workers and engages in public speaking for training and motivation. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms while employing risk-aligned portfolio management supported by an Investment Committee and third-party partners.

Christopher Blahut is a financial advisor with Integrity Alliance, LLC and holds Series 65 and Series 63 licenses. He has 19 years of industry experience, including roles at Lion Street Advisors and Pruco Securities. Blahut is also involved with Income & Estate Planning LLC, where he advises clients on risk management using insurance products. Integrity Alliance serves a broad client base comprising individual investors, corporations, and retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various advisory programs through multiple platforms and strategies.

Manos Cito is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and previously spent seven years at Comprehensive Asset Management & Servicing, Inc. Outside of advising, he is the owner and managing partner of a business advisory firm serving tax accountants and CPA firms. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Justin Emerick is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His career includes roles at Cantella & Co., Inc., WBC Group LLC dba MeyerPT, and Primerica Advisors. Outside of his advisory work, he rents out a vehicle on Turo. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum strategies.

Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.

Patrick Bruski is a CFP® with 13 years of industry experience, currently serving as a financial advisor at NewEdge Advisors and LPL Financial since 2023. He previously worked at Edward Jones from 2012 to 2023. Outside of his advisory roles, he is a member of Bruski Holdings Company, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.

Sonia Krasnigor is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Sage Financial Planning, AIM Real Estate Management, Charleston Shoe Company, and GEICO Insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse range of clients, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Keith Wetjen is a CFP® professional with 27 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial. His prior experience includes roles at Lincoln Financial Advisors, The Leaders Group, Inc., and Private Capital Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms to implement advice through managed account solutions and third-party managers.

Richard Sebastian is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with GWN Securities since 2016 and is also the president and managing partner of Harbor Light Insurance & Wealth Advisors LLC, an insurance and wealth advisory firm. In his role at Harbor Light, he occasionally offers life insurance and fixed annuity products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm’s approach includes discretionary portfolio management using a mix of affiliated and unaffiliated sub-advisers, with strategies that incorporate both traditional asset allocation and market-timing or momentum-based tactics.

Shawn Mcmullen is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has previously worked at First Energy Corp, Davey Resource Group, and PFS Investments Inc. Mcmullen is also active with Sole Financial Group, where he sells life insurance and financial products. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in select legacy programs.

Benjamin Capers is a CFP® with 20 years of experience in the financial industry, currently serving as an advisor at GWN Securities Inc. since 2016. He is the owner and manager of Paint United and also has experience as a pastor. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His work history includes roles at Monolith Financial Group, Inc., Advisors Plus, LLC, Crossroads Capital Management, Inc., Jcg Investments, LLC, and Afea. Outside of investment advisory, he serves as a coach in an educational capacity with Afea. 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 emphasizes model portfolio and direct asset management programs and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Jeffrey Troiano is a financial advisor at Mercer Global Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. Troiano also serves as president of South Church Housing, a nonprofit focused on low-income housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various investment vehicles alongside specialized programs and tax-management options.

Denise Moody is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2011. 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 featuring model portfolios managed by a centralized Investment Management Team.

Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 license and three years of industry experience. Before joining Ameritas in 2023, Sage worked at Wegmans Food Markets and GLK Foods. In addition to advisory work, Sage is involved in business exit planning and consulting through Sage Financial Planning and acts as an insurance agent with United Professional Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable product subaccounts, supported by multiple custodial and execution platforms and third-party tools.

Jay Johnson is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. Prior to joining AE Wealth Management in 2019, he worked at PTMW and spent 16 years at General Electric. He is also involved with Simply Stated Retirement Solutions, where he engages in insurance sales and related financial advisory activities. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and specialized plan services, supporting a high client load across its extensive advisor network.

Stephen Arthur is a financial advisor with GWN Securities Inc. holding a Series 66 credential and seven years of industry experience. He has worked at GWN Securities since 2020 and concurrently at Harbor Light Insurance and Wealth Advisors LLC since 2020. Outside of financial services, he has been involved with Giuseppi's Pizza & Pasta since 2015 as a delivery driver. GWN Securities provides investment advisory services to individual and corporate clients through various managed account and financial planning programs. The firm utilizes both affiliated and unaffiliated sub-advisers with portfolio strategies based on asset allocation and Modern Portfolio Theory, incorporating market-timing and momentum-based approaches in select legacy programs.