Simon Kinsinger is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 designations and five years of industry experience. Prior to joining Equity Services, he worked at National Life Group and Primerica Financial Services. Outside of his advisory role, Kinsinger is actively involved in emergency medical services, serving as an EMT with Floyd County EMS and Frontline EMS. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Austin Mcelroy is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at SunTrust Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a mix of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with affiliated broker-dealers and Truist Bank.

Jessi Burkey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Truist Investment Services and BB&T Securities, with a combined tenure at her current firm since 2014. 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 third-party platforms and AI-enhanced research, with a notable level of inter-affiliate integration across its services.

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Jackson National Life Distributors LLC, MML Investors Services, and MassMutual. He is also the proprietor of Elevate Financial Group, a life insurance brokerage operating under the firm's umbrella. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Jayne Di Vincenzo is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and ChFC® designations and bringing 27 years of industry experience. She has worked at Kestra since 2021 and previously held roles at Cambridge Investment Research Advisors, Colonial River Wealth Management, and LPL Financial. Di Vincenzo serves on the board of Step Up Savannah and is secretary of International Friends of Animals in Developing Countries. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and supports complex investment solutions within a comprehensive supervisory framework.

Kenneth Barnes is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Creative Planning. He previously worked at Cetera Wealth Services for 11 years and holds a Series 66 designation. Outside his advisory role, he serves as an account executive in a non-sales capacity at SageView Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Qiaoling Chen is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 license and has held various roles at CitiBank since 2020. Prior to joining CitiBank, she worked at Futiji and has academic experience at Queens College and Queensborough Community College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates institutional-scale resources and market roles uncommon among peers.

Joseph Wiggins is a CFP® with over 32 years of experience in financial advisory roles. He is currently with Wealthspire Advisors and has held leadership positions, including President, at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998. Outside of his advisory work, he owns Clover Holdings, LLC, a real estate investment firm, where he provides financial management. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering customized wealth management and financial planning services. The firm employs a relationship-driven approach and institutional-style asset allocation, utilizing a mix of mutual funds, ETFs, private funds, and Separate Account Managers.

Andrew Jones is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Jones has worked at Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager, overseeing hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Stephanie Trentham is a financial advisor at Creative Planning with 14 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Advisors Capital Management, LLC and Dominion Investor Services, 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 emphasizes a financial planning–led investment process with a range of strategies supported by a large advisory team and centralized infrastructure.

Calvin Anthony is a financial advisor at J. W. Cole Advisors, Inc. with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CoStar Group, Equitable Advisors, LLC, and Scott Insurance. Outside of advising, he is involved with Financial Dynamics & Associates, providing paraplanning and client support services. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of investment strategies and combines digital advice with discretionary and non-discretionary account management.

Nicole Wheelock is a Series 66-licensed advisor with First Command Advisory Services, bringing six years of industry experience. She has held various roles within First Command and related entities since 2017. Outside of her advisory work, she is the owner of Valiant Financial, LLC, an entity established to run the Colonial Heights district. 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, combining model portfolios and third-party managers selected by a centralized Investment Management Team.

Patrick Abelon is a financial advisor at Creative Planning with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Sageview Advisory Group, GWFS Equities, and ICMA Retirement Corporation. Abelon also serves as an investment consultant with Sageview Advisory Group, assisting plan sponsors with fiduciary monitoring of their employer-sponsored retirement plan investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Janssen Breeden is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with Penn Mutual Life Insurance Company, MML Investors Services LLC, and MassMutual. Outside of his advisory role, he coaches rugby at his former high school, Benedictine College Preparatory. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with asset management tailored to client needs and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Jacob Scott is a CFP® professional affiliated with Wealthspire Advisors, with eight years of industry experience. His prior roles include positions at ACG Wealth Management, Valic Financial Advisors, Wells Fargo, and LPL Financial. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

John Barker Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and seven years of industry experience. He has worked with Bankers Life Securities since 2018 and has been involved with Bankers Life & Casualty since 2001, where he supervises and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Maria Quinteros is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, swap dealing, and futures commission merchant activities.

Samantha Pardee is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager arrangements.

Benjamin Bishop is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2024, following roles at Davidson Investment Advisors, Inc. and Caprin Asset Management, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and a dedicated private wealth program for clients with over $20 million in net worth.

Melissa Abas is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.