Joseph Diamond is a CFP®-certified financial advisor at VALIC Financial Advisors with 30 years of industry experience. He has been with VALIC since 1997 and also has an affiliation with Agia starting in 2022. Outside of his advisory work, he serves on the advisory board for Campus Outreach Charleston, participates in the Global Impact Committee of East Cooper Baptist Church, is a notary providing services to VALIC clients, and volunteers as a director for the Colson Fellows ECBC affiliate. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and various wrap programs supported by centralized technology and model-driven solutions.

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.

Marie Hadwin is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with NewEdge Advisors, having joined in 2026, and previously worked at firms including Forvis Mazars Wealth Advisors, DHG Wealth Advisors, Bank of America, Merrill, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to various advisory programs, supported by centralized due diligence and technology-enabled solutions.

Lawrence Weissman is a CFA® charterholder affiliated with Cerity Partners LLC, where he has worked since 2014. He has five years of industry experience and previously spent one year at Ladenburg Thalmann Asset Management Inc. He holds the Series 63, 65, and 66 licenses. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets as of December 2025. The firm focuses on customized wealth management through client-specific investment profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Jonathan Hutson is a CFP® professional with eight years of industry experience, currently serving at First Command Advisory Services. He has been with First Command in various roles since 2018 and is also affiliated with the College of Charleston. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party manager selections.

Scott Soenen is a financial advisor at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Bank, Truist Investment Services, Wells Fargo, and Northwestern Mutual. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm’s approach integrates fundamental, quantitative, and technical analysis to manage portfolios across a range of asset types.

Justin Greene is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 65 and Series 63 designations and previously worked at Prime Capital Investment Advisors, Nylife Securities, New York Life Insurance, and Edward Jones. Outside of his advisory work, he owns The Lowcountry Dugout, LLC, where he coaches and provides instruction to youth baseball players. 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 emphasizes long-term portfolio returns through integrated financial planning and managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Joshua Coward is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cummings Wealth Management Group, Commonwealth Financial Network, and Mass Mutual Investors Services. Outside of advising, he serves as a notary public in South Carolina, providing document signing services to clients without charge. Valic Financial Advisors primarily 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 and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Thomas Crittenden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and concurrently serves in the Air National Guard. In addition to his advisory role, Crittenden is an airline pilot for Delta Air Lines and teaches undergraduate Business and Management courses as adjunct faculty at multiple universities. 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 centrally by an Investment Management Team and Wealth Portfolio Managers, using model portfolios composed of mutual funds, ETFs, and third-party managers.

Timothy Vichaivattana is a Series 66-licensed financial advisor with six years of industry experience, currently with First Command Advisory Services. His career includes over a decade of service in the United States Navy before transitioning to financial services roles within multiple First Command entities. First Command Advisory Services, Inc. serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, utilizing a centralized investment team to design and monitor model portfolios with discretionary management.

William Lankford is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has worked at First Command Financial Planning, Inc. since 2018. Prior to that, he retired in 2016. 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, using a centralized Investment Management Team to design and oversee portfolios.

Jimmy Lewis is a financial advisor with Guardian Life in Summerville, SC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He previously worked at New York Life and Park Avenue Securities, with multiple roles spanning from 2014 to the present. Outside of his advisory work, Lewis serves as an executor of family wills and is involved with Swamp Fox Financial, LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting services.

Crystal Avant is a financial advisor with Valic Financial Advisors in North Charleston, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked with Valic since 2012 and owns Crystal Nellie Studio LLC, where she creates art outside of market hours as a personal hobby. Valic Financial Advisors serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Cuyler Costanzo is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and PNC Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.

Larry Weatherford Jr. is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including long-term roles at New York Life and Nylife Securities Inc. In addition to his advisory work, he operates under Weatherford Financial Group and is an independent associate offering prepaid legal memberships through Legal Shield. He also serves as a Notary Public, providing notary services to clients on a volunteer basis. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers solutions through various program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Galarza is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 65 and Series 66 credentials. He has 11 years of industry experience, including roles at National Life Group and Farmers Financial Solutions. Galarza also owns and operates insurance agencies and serves as secretary and board member of a homeowner’s association in North Miami Beach, Florida. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, incorporating both long-term strategies and options for shorter-term trading.

Carissa Shivers is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Money Concepts Capital Corp. In addition to her advisory role, she is involved in insurance sales through PGI Financial Services. AE Wealth Management serves a broad mix of clients including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary model portfolios with various analytical approaches and manages approximately $49.8 billion across more than 127,000 clients.

Ryan Radloff is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with VALIC Financial Advisors since 2011 and has been affiliated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, with a portfolio construction process supported by Envestnet's UMA models.

Michael Mcfaul is a financial advisor with Voya Financial Advisors, Inc. and holds the Series 65 and Series 66 licenses. He has 18 years of industry experience and has worked at firms including Transamerica, Fidelity, Commonwealth Financial Network, and Merrill. Outside of advising, he works as an Uber driver during evenings and weekends. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, UMA and wrap programs, and retirement-plan advisory, utilizing both discretionary and non-discretionary management supported by in-house and third-party strategists and technology-enabled tools.

Joshua Nelson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Ameriprise and Transamerica-affiliated companies. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing investment education and managed advice programs that incorporate proprietary software and model portfolios developed in partnership with Morningstar Investment Management.