Richard Bryan Jr. is a CFP® with 20 years of industry experience and has been with Partners in Financial Planning, LLC since 2012. He holds Series 63 and Series 65 licenses and is based in Salem, VA. Partners in Financial Planning, LLC is a team of seven advisors providing discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $779.8 million in assets and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental and technical analysis.

Christine Kriegl is a financial advisor with Curran Financial Partners, LLC, holding Series 65 and Series 66 licenses and 13 years of industry experience. Her prior experience includes roles at Fidelity Investments and Ameriprise Financial. She is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs investment strategies that include passive, index-based portfolios and active management using technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.

Kristiana Daniels is a CFP®-certified financial advisor at Fiduciary Financial Advisors with 10 years of industry experience. She previously spent eight years at Summit Wealth Partners, LLC before joining her current firm in 2024. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, integrating fundamental, quantitative, technical, and model-manager analyses, and is notable for its digital-asset advisory capabilities combined with formal trust arrangements.

Caleb Thompson is a CFP® with six years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Sigma Planning Corporation and Dixon Hughes Goodman LLP. He is also president of Cove Financial Solutions, where he provides life insurance and annuity recommendations and services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm uses model portfolios, discretionary or non-discretionary authority, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 registrations and seven years of industry experience. She is also the CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, which operates in the light industrial equipment sector. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm works primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

William Bendt is a financial advisor with Capitol Securities Management, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Capitol Securities Management since 2015. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars, managing assets through various accounts and programs tailored to client needs.

Trey Taylor is a financial advisor at Forvis Mazars Wealth Advisors, LLC with Series 65 and Series 66 designations and one year of industry experience. His prior work includes roles at Johnson and Johnson Insurance, Total Quality Logistics, Starbucks, and several financial service firms including Pruco Securities LLC and New York Life. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets, and integrates wealth management with tax and accounting services through its affiliation with Forvis Mazars, LLP.

Stanley Katz is a financial advisor with OneSeven in Daniel Island, SC, holding Series 63 and Series 65 registrations and possessing 43 years of industry experience. He has worked at Fortune Financial Services, Inc. and MGO ONE SEVEN LLC dba ClientFirst Financial Strategies, Inc. since 2019, and previously at Ross, Sinclaire & Associates, LLC. Katz serves on the marketing committee of The Dayton Foundation, a community foundation, where he provides professional insight on customer outreach. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, focusing on discretionary portfolio management, financial planning, and retirement-plan consulting. The firm typically employs diversified portfolios with mutual funds, ETFs, and individual securities, utilizing a primarily long-term investment approach complemented by due diligence and flexible trading strategies.

Aimee Horstman is a financial advisor with Synovus Securities, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Synovus Securities and Synovus Trust Company since 2012. Outside of her advisory role, she works as a suite attendant for a local concert venue. Synovus Securities serves individual and high-net-worth investors as well as institutional clients, offering both investment advisory and brokerage services. The firm employs a risk-tolerance-based approach to portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

George Rabon is a CFP® professional with 12 years of experience in the financial services industry. He has worked at firms including Commonwealth Financial and Cetera before joining Savvy, where he has been since 2026. Outside of his advisory role, he is a member of Music Mobile, a business based in Mount Pleasant, SC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Jerry Koebel is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with BFC Planning, Inc. since 2016 and also operates as a registered representative providing investment, insurance, tax, retirement, estate, and financial planning services. He rents office space to a CPA and an attorney in Summerville, SC. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent advisory representatives who provide customized portfolio management and flexible fee arrangements.

Timothy Angelos is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Signator Investors, Inc., and he is the owner of Angelos Advisory Group, LLC. He is also involved with Atlantic Coast Advisory Group, where he sells fixed life and annuity products. CreativeOne Securities, LLC is a multi-advisor firm serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

Josh Christian is a financial advisor at Savvy with a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and CreativeOne Securities. Outside of advising, he serves as Foundation Chair for Rotary International, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Samuel Beall is a financial advisor with CreativeOne Wealth, LLC in Mt Pleasant, SC, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked for Northwestern Mutual in various capacities from 2018 to 2025. Outside of his advisory role, Beall owns Party Boys LLC, a bounce house leasing business, and is involved in property maintenance and conservation through Generations Land Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse strategies including modern portfolio theory and ESG-focused investments.

Michael Henry is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Savvy since 2026 and previously held positions at Cetera and Commonwealth. Henry is also a financial professional with Commonwealth Financial Group. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

David Armbruster is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Strategic Blueprint, LLC since 2022. He previously worked at Investment Advisor Alliance for 14 years and Investment Advisor Group for one year. Outside of his advisory work, he is co-owner of a fitness franchise, Pure Barre, which is operated by his wife. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and family office services, with an emphasis on customized, goal-based strategies and client education.

Charles Castle is a financial advisor at Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Mainstreet Financial Solutions since 2007, where he provides tax, payroll, and accounting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold strategy and supports other advisors through its backoffice operations.

Cary Beach is a financial advisor at First Citizens Asset Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including The Huntington Investment Company, Fragasso Wealth Advisors, LPL Financial, and PNC Wealth Management. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and various institutions, utilizing a combination of fundamental, quantitative, and technical analysis across global multi-asset class portfolios.