Alexandra Mccomb is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Mariner since 2026. Her previous roles include positions at Hightower Advisors, Farr Miller & Washington, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and Core Family Office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it integrates comprehensive tax and accounting services uncommon among large advisory enterprises.

Christopher Susel is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of experience at TD Wealth Private Investment Advice. He is also a Life Insurance Advisor with TD Waterhouse Insurance Services Inc., providing client discussions and planning. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a range of strategic and tactical asset allocation portfolios with both affiliated and third-party sub-managers.

Bethany Tice is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. She holds the Series 65 and Series 66 licenses. Her prior roles include positions at Rockefeller Financial LLC, Mercer Global Advisors Inc., and Manning and Napier Advisors. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Patrick Dunne Jr. is a CFP® professional with 19 years of industry experience. He has worked at Creative Planning, LLC since 2021 and previously spent 19 years at Sullivan, Bruyette, Speros & Blayney, Inc. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and a range of retirement plan services.

Toavina Ranaivoarijaona is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has previously worked at Equitable Advisors and Global Solutions. Outside of her advisory role, she co-founded Malagasy In USA, a nonprofit charitable organization, where she serves as Chief of Staff. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Joseph Gibbons is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and having nine years of industry experience. Prior to joining Osaic in 2024, he worked at Arbor Point Advisors and Securities America. In addition to his advisory role, Gibbons is a certified public accountant and owner of Gibbons & Gibbons PC, providing tax return preparation and small business accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing a mix of proprietary and third-party platforms.

Margaret Shipley is a CFP®-certified financial advisor with two years of industry experience, currently with Osaic Advisory Services, LLC. Her previous roles include positions at Triad Advisors and Triad Hybrid Solutions. In addition to her advisory work, she contributes as a next-generation advisor and financial analyst with Argent Bridge Advisors, focusing on financial education and client portfolio management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Caroline Kramer is a financial advisor with First Command Advisory Services and holds the ChFC® designation as well as Series 63 and Series 65 licenses. She has 13 years of industry experience, including over a decade at First Command in various capacities. Outside of her advisory role, she is a passive investor in a private brewery and owns Caroline Kramer Financial Planning, LLC. 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 by a centralized Investment Management Team and Wealth Portfolio Managers who select from prescreened managers and model portfolios.

Brendan Cherasard is a financial advisor at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has worked at multiple First Command entities since 2020. His prior work includes roles at The Judge Group and the University of South Florida Housing & Residential Education. 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 various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage portfolios from approved managers and funds.

James Beall is a CFP® professional with 13 years of experience in the financial services industry. He is currently an advisor at Truist Advisory Services and has served in roles at Suntrust Investment Services and Keel Point Capital. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, supported by AI-enabled equity research and integrated inter-affiliate resources.

Brian Willey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Patriot Growth Insurance Services, Ifg (Incisive Financial Group), Business Benefits Group, Human Circuit, PFS Investments, and Primerica Financial Services. He is involved with Incisive Financial Group and Business Benefits Group, focusing on retirement plans, wealth planning, and commercial benefits. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio management approaches, including model portfolios, mutual funds, ETFs, and individual securities, supported by various program platforms and third-party technology.

Jason Whiteman is a financial advisor at PNC Wealth Management with 23 years of industry experience. He has held positions at Merrill, Bank of America, United Brokerage Services, and Empower Financial Services. Outside of his advisory role, Whiteman is an author and speaker. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm employs algorithmic risk assessment and utilizes mutual funds and ETFs, with portfolio implementation delegated to third parties.

Jack Shiao is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 18 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2015. Outside of advising, he participates in a family-owned realty office and assists with financial matters in a music sheet sales business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Brandon Schumacher is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms including The Colony Group, Buckingham Strategic Wealth, Bank of America, Merrill, and Royal Bank of Canada Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Edward Ramsey is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes roles at Avantis Private Wealth and Quantis Wealth Management, as well as ownership of a CPA and tax accounting firm, Ramsey & Associates. He also provides accounting and business valuation services to dental offices through Peak Dental Transitions, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Thomas Duval is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Truist Advisory Services since 2022 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he manages a rental property occupied by family. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Harry Pilson II is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with SunTrust Advisory Services and Sun Trust Investment Services for 10 years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary strategies with third-party platforms and employs both traditional and AI-enabled research tools in its investment oversight.

Richard Allison III is a CFP® and Series 65-licensed advisor with Savant Wealth Management, bringing three years of industry experience. He previously served at Alliant Wealth Advisors and is a part owner of an online retail family business. Allison also serves as a Lieutenant Colonel in the United States Air Force Reserve, acting as a liaison between the FAA and the Department of Defense. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, families, and institutions. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and supports these offerings with affiliated accounting, legal, and trust services.

Tiffany Liggon is a financial advisor at Truist Advisory Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked with SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research tools and a range of affiliated platform arrangements.

Michael Rutler is a Series 66-licensed advisor with Truist Advisory Services, bringing 19 years of industry experience. He has held roles at Truist Advisory Services and its predecessors since 2015. Outside of his advisory work, he serves as Treasurer for the Marlan Forest Citizens' Association, managing financial duties and supporting community activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, leveraging third-party platforms and AI-enhanced equity research to support investment decisions.