Mark Taylor is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of advisory work, he is involved as a member managing small self-storage facility operations. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Kornegay is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Valic Financial Advisors since 2011 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he is a commissioned notary in South Carolina. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Joseph Diamond is a CFP® professional with 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1997 and has held a position at Agia since 2022. Outside of his advisory role, he serves on the advisory board of Campus Outreach Charleston, participates in the Global Impact Committee of East Cooper Baptist Church, and volunteers as a director for the Colson Fellows ECBC affiliate. He also provides notary services to VALIC clients. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party UMA model managers.

Randy Thompson is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill from 2013 to 2022, Bank of America in 2022, and GWFS Equities, Inc. since 2022. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and includes both point-in-time financial plans and optional managed account solutions.

Joshua Coward is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cummings Wealth Management Group, Commonwealth Financial Network, and Mass Mutual Investors Services. Outside of advising, he serves as a notary public in South Carolina, providing document signing services to clients without charge. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Isaac Wood is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Nationwide Investment Services Corporation and Fiduciary Wise. Wood is also the founder of The Woodpile Co, a nonprofit ministry based in Johns Island, SC. 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 that combine long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.

William Gaines Sr. is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at Pathway Wealth Partners. Gaines also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kirk Matenaer is a CFP® professional with two years of industry experience. He currently works at Farther and has previously been associated with Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he is involved in insurance brokerage through multiple companies, including an affiliated firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing a mix of bespoke and algorithmic model portfolios with automatic rebalancing.

Crystal Avant is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Valic since 2012 and owns Crystal Nellie Studio LLC, where she creates art outside of market hours as a personal hobby. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Ryan Radloff is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with VALIC Financial Advisors since 2011 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, with a portfolio construction process supported by Envestnet's UMA models.

Michael Mcfaul is a financial advisor with VOYA Financial Advisors, Inc., holding Series 66 and Series 65 credentials and 17 years of industry experience. His previous roles include positions at Transamerica Investors Securities Corporation and Fidelity Brokerage Services LLC. Outside of his advisory career, he works as an Uber driver during evenings and weekends. VOYA Financial Advisors, Inc. serves a diverse clientele, including individuals, institutions, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary, recommendation-based relationships across various managed account and wrap program structures.

Scott Engell is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Engell also owns Engell Insurance Brokerage, Inc., which offers insurance licensing classes and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Thomas Olson is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has worked at Robert Baird & Co. since 1993 and at Northwestern Mutual Investment Services since 2001. The DDK Group, where Olson serves, is part of Robert W. Baird & Co.’s Private Wealth Management department, providing financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax management, and internal research, including artificial intelligence, to support client investment advice.

Michael Wiggins is a CFP®-designated financial advisor with Edward Jones, based in Charleston, SC, and has 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branches.

Danny Young is a financial advisor at OSAIC with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at Lincoln Financial Securities and Collins and Associates. Outside of his advisory work, he is involved in insurance-related businesses, including managing Alpha Omega Wealth Partners and providing life settlement services as a sole proprietor. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory, and retirement plan consulting services with access to third-party money managers and multiple advisory platforms.

Henry Hauhn III is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Senn is a financial advisor with Edward Jones in Charleston, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked with the Hibernian Society and The Charleston RiverDogs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network.

Daniel Koval is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities LLC, and MassMutual Investor Services. Outside of his advisory role, he has held positions in the service industry, including work as a server and restocker at Trader Joe's. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm offers financial planning, access to third-party asset managers and TAMPs, and utilizes model-driven investment implementation primarily through portfolios developed by LPL’s Research Department and third-party strategists.

Gabriel Brogden is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at South Carolina Federal Credit Union, Cuso Financial Services, LP, and BB&T Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Catherine Latto is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Osaic Wealth, Inc. since 2018. She previously worked at Signator Investors, Inc. and has been the owner and president of Latto & Associates Inc. since 1982, where she also engages in selling fixed insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage, advisory, and financial planning services, utilizing various investment tools and access to multiple third-party platforms.