Daniel Deverna is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 25 years of industry experience. He has founded and operated multiple financial and insurance-related businesses, including DeVerna & Co. Financial Corp and DeVerna & Co. Financial LLC. Outside of advising, he is involved in speaking engagements for training and motivation and is authoring a book aimed at helping union workers plan for retirement. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, employing a mix of model portfolios, third-party sub-advisers, and custom strategies.

Christopher Blahut is a financial advisor with Integrity Alliance, LLC and holds Series 65 and Series 63 licenses. He has 19 years of industry experience, including roles at Lion Street Advisors and Pruco Securities. Blahut is also involved with Income & Estate Planning LLC, where he advises clients on risk management using insurance products. Integrity Alliance serves a broad client base comprising individual investors, corporations, and retirement plans. The firm operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various advisory programs through multiple platforms and strategies.

Manos Cito is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with J.W. Cole Advisors since 2018 and previously spent seven years at Comprehensive Asset Management & Servicing, Inc. Outside of advising, he is the owner and managing partner of a business advisory firm serving tax accountants and CPA firms. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

Elizabeth Thomas is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked with Truist Advisory Services and Truist Investment Services since 2021 and previously spent six years with SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting. The firm integrates inter-affiliate resources and employs AI-enabled research tools to support its manager selection and oversight processes.

Justin Emerick is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. His career includes roles at Cantella & Co., Inc., WBC Group LLC dba MeyerPT, and Primerica Advisors. Outside of his advisory work, he rents out a vehicle on Turo. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum strategies.

Robert Bush is a financial advisor at Kestra Advisory with over 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Kestra Investment Services, LLC and Atlantic Pension Planning Corp. Outside of advisory work, he is involved in marine dockage and boat ownership through entities he organizes and manages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and supports complex investment solutions and discretionary trading within a robust supervisory framework.

Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.

Patrick Bruski is a CFP® with 13 years of industry experience, currently serving as a financial advisor at NewEdge Advisors and LPL Financial since 2023. He previously worked at Edward Jones from 2012 to 2023. Outside of his advisory roles, he is a member of Bruski Holdings Company, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies, supported by centralized due diligence and technology tools.

William Bachelor is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital before joining Empower Advisory Group. Outside of his advisory role, he competes as a professional golfer in World Long Drive events. 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 retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Samuel Martin is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with &PARTNERS and has previously worked at SJ Martin Wealth Management and Edward Jones. Outside of his advisory work, Martin is a partner in Herban Market LLC, a café located in Beaufort, SC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using both discretionary and non-discretionary approaches, leveraging a combination of proprietary and third-party strategies.

Gina Eibest is a financial advisor with GWN Securities Inc. in Bluffton, SC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. She has worked at GWN Securities since 2016 and also serves as an administrative assistant and partner at Harbor Light Insurance & Wealth Advisors, where she focuses on life insurance and fixed annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across over 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, serving both individual and business clients through a network of about 423 advisors.

Sonia Krasnigor is a financial advisor at Ameritas Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work experience includes roles at Sage Financial Planning, AIM Real Estate Management, Charleston Shoe Company, and GEICO Insurance. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house models and third-party managers.

Robert Ziliak is a CFP® with 26 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Bam Management, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

Jody Van Hecke is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has 10 years of industry experience. Prior to joining Voya in 2021, she worked at Bank of America and Merrill from 2016 to 2020. In addition to her advisory role, she is an independent insurance agent and a real estate agent involved in purchasing and refurbishing homes for resale. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through both discretionary and non-discretionary program structures.

Keith Wetjen is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, The Leaders Group, Inc., Private Capital Group, LLC, and Lincoln Financial Advisors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.

Mark Vosk is a ChFC® credentialed financial advisor with 28 years of industry experience, currently serving at Equity Services, Inc. since 2000. Based in Hilton Head, SC, he is also active as an insurance agent representing multiple companies, including roles with Apogee Financial Partners and Mackenzie Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base, utilizing multiple advisory platforms and a combination of long-term and specialized investment strategies.

Robert Coode is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include five years at Marcum Wealth and over three decades at ProEquities, Inc. He serves as vice president of the Yacht Villas Condo Association in Hilton Head, SC, where he is involved in management decisions. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Tim Barbacane is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at The Vanguard Group, Pruco Securities LLC, and Citizens Securities, Inc. He is based in Hilton Head Island, South Carolina. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs.

Catherine Trawinski is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her prior roles include positions at American Heritage Financial, American United Life, OneAmerica Securities, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, and AIG Financial Network. She is also the owner of Saving Grace Financial Solutions, LLC, a financial services firm focused on non-variable insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Michael Keys is a CFP® with 38 years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. He previously spent over three decades with Ameriprise Financial Services. Outside of his advisory work, he is a co-author of a book on leadership development. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of advisory, financial planning, and managed account services.