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.

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 at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Citizens Investor Services since 2022. Prior roles include positions at First Citizens Bank and experience at Chester Golf Club, MST Concrete, and Gaston, Marion and Stubbs. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes.

Timothy Vichaivattana is a Series 66-licensed financial advisor with six years of industry experience, currently with First Command Advisory Services. His career includes over a decade of service in the United States Navy before transitioning to financial services roles within multiple First Command entities. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, utilizing a centralized investment team to design and monitor model portfolios with discretionary management.

William Lankford is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at First Command Financial Planning, Inc. since 2018. Prior to that, he retired in 2016. 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, using a centralized Investment Management Team to design and oversee portfolios.

Jimmy Lewis is a financial advisor with Guardian Life in Summerville, SC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He previously worked at New York Life and Park Avenue Securities, with multiple roles spanning from 2014 to the present. Outside of his advisory work, Lewis serves as an executor of family wills and is involved with Swamp Fox Financial, LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting services.

Larry Weatherford Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at New York Life and Nylife Securities Inc. In addition to his advisory work, he operates under Weatherford Financial Group and is an independent associate offering prepaid legal memberships through Legal Shield. He also serves as a Notary Public, providing notary services to clients on a volunteer basis. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Galarza is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 65 and Series 66 credentials. He has 11 years of industry experience, including roles at National Life Group and Farmers Financial Solutions. Galarza also owns and operates insurance agencies and serves as secretary and board member of a homeowner’s association in North Miami Beach, Florida. 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 utilizing third-party asset managers and model portfolios, incorporating both long-term strategies and options for shorter-term trading.

Carissa Shivers is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Money Concepts Capital Corp. In addition to her advisory role, she is involved in insurance sales through PGI Financial Services. AE Wealth Management serves a broad mix of clients including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.