Emily Welsh is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including CETERA Advisor Networks LLC and Securian Financial Services Inc. In addition to her advisory role, she assists with insurance sales and service related to Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets as of December 31, 2025.

Alexandros Vlahos is a CFP® professional with 13 years of industry experience, currently advising clients at Janney Montgomery Scott. He previously worked at Morgan Stanley before joining Janney in 2018. Outside of his advisory role, he is actively involved in several community organizations in Aiken, SC, including serving as Executive Chair for the local Walk to End Alzheimer's event and holding leadership roles with the Aiken Center for the Arts and Hitchcock Woods Foundation. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.

William Doran is a financial advisor with Eagle Strategies (NY Life) based in Aiken, SC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He also owns Enrich Wealth Partners LLC, through which he sells New York Life products and brokers non-registered insurance products. Additionally, he serves on the advisory board of Coastal Carolina National Bank. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Knitter is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with various First Command entities since 2016. Outside of his advisory role, Knitter serves as a general board member for the Red Cross Military Outreach, contributing to local strategy development and resource relationships. 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, employing a centralized investment management team to design and monitor model portfolios using a range of mutual funds, ETFs, and third-party managers.

Scott Singer is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 17 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he is involved in several community organizations, including membership in the Kiwanis Club of Aiken, chairing the Aiken-Augusta Wounded Warrior Gold Tournament committee, serving on the University of South Carolina Educational Foundation’s Aiken Partnership board, and acting as a joint owner and board member of Aiken Health and Fitness, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, providing brokerage, financial planning, consulting, and advisory services through a mix of in-house and third-party portfolio management.

Robert Freitas Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. His career includes roles at Stratos Wealth Partners and LPL Financial, as well as a period at Edward Jones and an extended tenure at the University of Phoenix. He currently serves as a City Council Member for North Augusta, SC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting through a large network of investment adviser representatives who employ both proprietary and third-party strategies with discretionary and non-discretionary management options.

Adam Scott is a financial advisor at Bankers Life Advisory Services, Inc. with Series 66 credentials and one year of industry experience. Prior to joining Bankers Life, he worked at Milliken & Co for four years and Estes Express for seven years. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios using a range of securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Dean Blissit is a financial advisor at &PARTNERS with 41 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining &PARTNERS in 2025, he worked at Wells Fargo Advisors and related entities from 2009 to 2025. Outside of advisory work, he is a board member and member of the Membership Committee at The Green Boundary Club, a social dining and hospitality club. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative strategies alongside model portfolios and both proprietary and third-party approaches.

Sarah Owen is a CFP® with six years of experience in the financial industry. She has worked at Creative Planning since 2020 and previously spent a year at TrueWealth Management. She began her career at the University of Georgia, where she worked for four years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Laura Mc Kenzie is a financial advisor at Integrity Alliance, LLC with one year of industry experience. She holds a Series 65 designation and previously worked with American Senior Benefits for nine years. In addition to her advisory role, she owns The Retirement Resource, LLC, which focuses on fixed insurance sales and retirement planning. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans through over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers portfolio management, financial planning, wrap and non-wrap programs, and third-party manager referrals, with a multi-faceted approach to investment advice and operational features that include dual registration as both an SEC-registered investment adviser and a broker-dealer.

Zachary Pearson is a CFP® at HB Wealth with experience beginning in 2024. Prior to joining HB Wealth Management, he worked for BL Rankings, LLC from 2013 to 2023. HB Wealth Management is a registered investment adviser that serves individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm provides wealth management, investment management, and financial planning, employing a combined quantitative and qualitative investment process across a range of public and private strategies.

Anthony Crawford is a financial advisor at First Command Advisory Services with three years of industry experience. He holds a Series 66 designation and has served in the U.S. Army since 2004. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular 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.

Charles May is a financial advisor at Janney Montgomery Scott with over 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2016, with prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in community service as a member and co-chair of committees at St Mary on the Hill Catholic Church in Augusta, GA, and serves on the board of the Exchange Club of Augusta. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, charitable organizations, and municipal clients—offering brokerage, financial planning, consulting, and multiple advisory programs with both in-house and third-party portfolio management.

Truitt Forrester is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors in 2026, Forrester held roles in various companies including Integrity Medical and Palomar Commercial Real Estate. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals—including high net worth and ultra-high net worth clients—as well as employer-sponsored retirement participants. The firm employs a model-driven approach using discretionary unified managed accounts on Envestnet’s platform and offers a range of financial planning and portfolio management services through a large network of advisors.

William Paschal is a CFP®-designated financial advisor with 33 years of industry experience. He currently works at &Partners and has previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer of the Palmetto Golf Club, a tax-exempt organization in Aiken, SC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Marcos Colon is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple entities within the First Command organization since 2019. Prior to that, he had roles at The Scene and Wild Wing Cafe. First Command Advisory Services, Inc. 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 multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team using approved third-party managers.

Marc Tuschen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with First Command in various capacities since 2018. Outside of his advisory role, he owns Tuschen & Associates, a business established for tax purposes related to managing expenses for his independent contractor activities. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Bryan Tuschen is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with First Command Advisory Services since 2015 and has longstanding roles with affiliated First Command entities beginning in 2011. Outside of his advisory work, Tuschen manages the Signal Corps Regimental Association and is involved in commercial real estate management through Tuschen Management Inc. 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 various wrap-fee asset management programs managed through a centralized investment management team and wealth portfolio managers.

Derrick Merck is a financial advisor with Valic Financial Advisors in Augusta, GA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. His career includes positions at Agia, where he also works as an insurance agent, Ameriprise Financial Services, Inc., and Axa Advisors, LLC. 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 for portfolio construction.

Kristin Cruz is a Series 66-licensed financial advisor with Valic Financial Advisors in Augusta, GA, and has 10 years of industry experience. She has worked at Valic Financial Advisors since 2015 and holds a position at Agia since 2022. Outside of her advisory role, she operates as a notary, providing services related to payroll form notarization for the Richmond County Board of Education. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.