Matthew Foreman is a Series 66 licensed financial advisor with four years of industry experience, currently with Valic Financial Advisors. His prior experience includes roles at Empower Financial Services, Wells Fargo, Bank of America, and CarMAX. Outside of his advisory work, he serves as treasurer for the Edith L Frierson Elementary PTA and is an agent selling non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes a large network of advisors and a technology-driven approach with unified managed accounts and overlay services to provide portfolio management and financial planning.

Matthew Ellis is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 20 years of industry experience, having worked at firms including Fidelity Investments, E*TRADE Securities, and TIAA. 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 uses an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Eliot Ness is a financial advisor with TD Private Client Wealth LLC based in Charleston, SC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining TD, he held roles at Integrity Alliance, LLC, Lion Street Financial, and CARFAX. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, supported by technology platforms and custodians to deliver portfolio management and financial planning services.

Erik Hofstrom is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has worked with LPL Financial since 2005. Hofstrom operates his advisory business through Independent Advisor Alliance, focusing on investment advisory services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, employing discretionary and non-discretionary portfolio management methods alongside technology-enabled estate-planning tools.

Ryan Mentnech is a financial advisor with Truist Advisory Services in Charleston, SC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at First Citizens, TD Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a youth lacrosse coach. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a mix of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

Robert Armstrong is a financial advisor with First Command Advisory Services in Summerville, SC. He holds a Series 66 designation and has nine years of industry experience. Prior to joining First Command, he worked at Leidos from 2013 to 2017. 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.

Richard Durkee Jr. is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has worked at several firms, including Fusion Capital Management and Precision Capital Management, and serves as president of the Grand Strand Association of Life Underwriters. Independent Advisor Alliance serves a diverse client base, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to enhance asset aggregation and estate-planning services.

Andrew Barrett is a financial advisor at Sequoia Financial Group, L.L.C. in Charleston, SC, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and serves as president of White Point Management, LLC, a consulting firm. His prior experience includes Family Asset Management, LLC. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by an Investment Policy Committee and extensive research resources.

Meredith Schwab is a financial advisor at First Command Advisory Services with a Series 66 credential and two years of industry experience. She has worked in various capacities within First Command since 2023. Prior to that, she held positions at the Kiawah Island Club, Turf Center, WHB Financial Advisors, and Library Tavern. 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 that are managed through a centralized investment team using a structured, discretionary approach.

Robert Crane is a financial advisor with Principal Financial Services in North Charleston, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and Citizens Securities. Outside of finance, he is a partner in an LLC that owns a restaurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

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 Amick Jr. is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously held roles at Independent Financial Partners and LPL Financial. Outside of his advisory work, Amick serves as chair elect of the Poplar Grove Townhome Owners Association board and is a trustee of the Jamie Lynn Amick Trust. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions utilizing both discretionary and non-discretionary approaches.

Robert Swindle is a financial advisor with Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2018, and previously at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. In addition to his advisory role, he is involved in offering insurance products beyond Guardian Life. Primerica Advisors serves a diverse retail client base, providing brokerage and advisory services, financial planning, and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and offers various account-level features including lending solutions and tax-harvesting.

Mark Taylor is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and has also worked with Agia since 2022. Outside of advisory work, he is involved as a member managing small self-storage facility operations. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Kornegay is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Valic Financial Advisors since 2011 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he is a commissioned notary in South Carolina. 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 to construct client portfolios.

Matthew Lewarne is a financial advisor with The Huntington Investment Company in Charleston, SC. He holds Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at Ameriprise, Truist Advisory Services, Merrill, and Wells Fargo, among others. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, with portfolio management and custodial services provided through National Financial Services.

Ryan Shannon is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Principal Securities Inc. Outside of his advisory role, he is involved with PCRM, LLC, which focuses on the sale and service of fixed-insurance products. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services alongside tax planning through an affiliated accounting subsidiary.

Daniel Russler Jr. is a financial advisor at Sequoia Financial Group, L.L.C. in Charleston, SC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has served as Chief Investment Officer at Family Asset Management, LLC since 2003. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Joseph Diamond is a CFP® professional with 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1997 and has held a position at Agia since 2022. Outside of his advisory role, he serves on the advisory board of Campus Outreach Charleston, participates in the Global Impact Committee of East Cooper Baptist Church, and volunteers as a director for the Colson Fellows ECBC affiliate. He also provides notary services to VALIC clients. VALIC Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts utilizing Envestnet’s platform and third-party UMA model managers.

Randy Thompson is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Merrill from 2013 to 2022, Bank of America in 2022, and GWFS Equities, Inc. since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and includes both point-in-time financial plans and optional managed account solutions.