James Smith is a financial advisor with CreativeOne Securities, LLC and holds the ChFC® and Series 63 designations. He has 36 years of industry experience, including prior roles at Signator Investors, Inc. and Moultrie Investments. Smith is also a board member of MUSC Children’s Hospital, where he participates in fundraising efforts. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, and fiduciary services through a network of 127 advisors, utilizing both fundamental and cyclical analysis as well as model asset allocations.

John Moreno is a financial advisor at Integrated Advisors Network LLC with a Series 65 designation. He has one year of experience in the financial industry, including roles at Capital City Financial Partners and Amplified Planning. Prior to his advisory career, he served in the U.S. Marine Corps Forces Special Operations Command and held positions at The Citadel and El Camino High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, third-party sub-advisers, and customized risk-profile frameworks to implement client investment plans.

Douglas Buchan is a CFP® professional with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Main Street Financial Solutions, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within a tax- and fee-sensitive framework, offering a range of portfolio management, financial counseling, and family office services.

Michael Rivera is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Trinity Wealth Partners and various entities within the Principal group. Rivera is involved in fixed annuities, long-term care, life, group benefits, health insurance, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory arrangements.

Bryan Powell is a financial advisor with Principal Financial Services in Mt Pleasant, SC, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His work history includes roles at Union Financial, Inc., MassMutual, and Trinity Wealth Partners, where he is also a co-owner. Powell serves on the board of the Charleston Interreligious Council, an organization promoting interfaith understanding and cooperation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money managers through various advisory and promoter arrangements.

Gary Sawyer is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 and 65 licenses. He has 53 years of industry experience and has worked with firms including LPL Financial and IFP Securities. Outside of his advisory role, he is involved with Growth Plus LLC and Creative Marketing International Corp. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with specialized retirement-plan and pension consulting services and supports multiple investment management options.

William Brown is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Trinity Wealth Partners and South Carolina Brown Group, along with two decades of service at Principal Securities and Principal Life Insurance Company. Outside of his advisory work, he manages Fin and Fowl, LLC, an entity owned by his children's trust. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Charles Burdette is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm separates planning services from ongoing discretionary management, applies a fiduciary standard to its RIA services, and acts as adviser to a donor-advised fund.

Jeffery Keczan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and over 20 years of industry experience. He has been with Truist and its predecessor firms since 2015, including roles at BB&T Investment Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Laura Werner is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at FineMark National Bank & Trust and Huntington National Bank prior to her current role. Outside of advising, she has been involved as a member of LCJC Properties LLC. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm operates primarily through a network of investment adviser representatives who provide both advisory and brokerage solutions using a combination of fundamental and technical analysis.

Frank Pugliese is a financial advisor with Principal Financial Services based in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. He is also the owner of Trinity Wealth Partners, a non-investment-related business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Jeffrey Lansink is a Certified Financial Planner® (CFP®) with 29 years of industry experience. He has worked at Independent Advisor Alliance, LLC since 2015 and has been affiliated with LPL Financial since 2004. Lansink operates out of Mount Pleasant, South Carolina, and is engaged in roles connected to both his registered investment advisor business and his LPL Financial activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm delivers asset management, financial planning, and retirement plan consulting through a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance service delivery.

James Lasher is a ChFC® credentialed financial advisor with 23 years of industry experience, currently practicing at Eagle Strategies (NY Life) in Charleston, SC. He has worked with Eagle Strategies since 2009 and has been affiliated with New York Life and its related entities since 2005. Outside of his advisory work, he serves as a board member for the Unionville Recreation Association, a local youth sports organization. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary advisory roles for retirement investors.

William Amatuzzo is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Amatuzzo is a co-owner of Amatuzzo, Magnani & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational support, investment management, and compliance services, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Christine Torrey is a financial advisor at Hightower Advisors with 25 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2013. Torrey holds a Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Seth Bennett is a financial advisor with TIAA-CREF in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with TIAA-CREF and TIAA since 2014 and was previously associated with T. Rowe Price from 2020 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm provides point-in-time planning services separate from ongoing discretionary portfolio management, operates within a vertically integrated group using affiliated funds, and serves as adviser to a donor-advised fund.

William Rouse Jr. is a financial advisor with Wells Fargo Advisors in Charleston, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves on the board of a property owners association and holds ownership interests in several family and investment-related partnerships. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Allan Proske Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His work history includes roles at Commonwealth Financial, Minnesota Life Insurance Co, and First Allied Securities. He is also a partner in Coastal Strategic Capital, a business engaged in financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Michael Leonard is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at MassMutual Life Insurance Company and MetLife Resources. He also works as a licensed insurance agent specializing in life, annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to deliver detailed, goal-based recommendations.

Aaron Gore is a financial advisor with LPL Financial based in Mount Pleasant, SC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Voya Financial Advisors. He is also involved with Wordsworth Mgmt Group Inc., a business entity he has managed since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.