Desiree Coleman is a financial advisor at Ally Invest Advisors with seven years of industry experience and holds a Series 66 designation. She has worked at Ally Invest Advisors since 2021 and previously held positions at First Command and other firms. In addition to her advisory role, she serves as secretary for a nonprofit organization focused on Memphis. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered personal advice built on Modern Portfolio Theory with multiple risk tiers.

Travis Moore is a CFP® professional with 21 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. Prior to this, he spent 14 years at Intervest International Equities Corp. He also owns Cornerstone Financial Strategies, LLC, an independent investment planning firm where he assists clients with portfolio management, retirement income, and asset protection. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment options delivered on discretionary and non-discretionary bases.

John Moreno is a financial advisor at Integrated Advisors Network LLC with a Series 65 designation. He has one year of experience in the financial industry, including roles at Capital City Financial Partners and Amplified Planning. Prior to his advisory career, he served in the U.S. Marine Corps Forces Special Operations Command and held positions at The Citadel and El Camino High School. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis, third-party sub-advisers, and customized risk-profile frameworks to implement client investment plans.

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously served 21 years in the U.S. Navy. Outside of financial services, she is involved in Word of Mouth Catering. First Command Advisory Services, Inc. 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 by a centralized Investment Management Team.

Howard Hartley is a financial advisor at Truist Advisory Services with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Wells Fargo. His career also includes roles outside finance, such as positions at Pure Fishing and Nolan Transportation Group. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its AMC Advantage manager-selection program.

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.

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting services.

Mathew Emmert is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Gambit Securities, Inc. and JBJ Investment Partners, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Douglas Buchan is a CFP® with 17 years of experience in the financial advisory industry. He currently works at Focus Partners Wealth, LLC and has held prior roles at Bam Management, Buckingham Strategic Wealth, Main Street Financial Solutions, and Tilson Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlays.

Paul Macdonald is a ChFC® credentialed financial advisor with 31 years of industry experience. He is currently with AE Wealth Management, LLC and previously worked at Money Concepts Capital Corp and PGI Financial Services, Inc., where he serves as president. In addition to his advisory roles, he has authored a book. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, combining fundamental, technical, and cyclical investment approaches.

Michael Rivera is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Trinity Wealth Partners and various entities within the Principal group. Rivera is involved in fixed annuities, long-term care, life, group benefits, health insurance, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory arrangements.

William Evans is a financial advisor with Money Concepts Capital Corp in Mount Pleasant, SC, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles in mortgage lending and real estate, as well as ownership of two small businesses: a retail used car dealership and a home improvement company. He is also involved in teaching and coaching through the Federal Benefits Academy. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Patrick Gunther is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Merrill and LPL Financial, where he has worked for over a decade. Gunther has also been involved with GenerousWealth, LLC and Blackbridge Financial in advisory capacities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a network model of independent advisory representatives and various portfolio management strategies supported by technology platforms.

Tracey Turko is a CFP® with 20 years of experience in financial advising, currently with Mercer Global Advisors Inc. She has been with Mercer in various roles since 2015. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and multi-factor tilts.

Jonathan Burton is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Fifth Third Bank, Blue Grass Motorsport, and Honda World. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering programs such as the Passageway Managed Account Program with multiple portfolio management options. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Randy Domikis is a financial advisor with D.A. Davidson & Co. in Mount Pleasant, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Truist Investment Services, SunTrust Advisory Services, and BB&T Securities. Outside of finance, he is president of PWS, LLC, a family-owned ATF licensed firearms manufacturing and machine shop. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides services under fiduciary standards, featuring comprehensive financial planning, retirement plan advisory, and private wealth management, alongside municipal advisory and custodial services.

John Geilfuss is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2023. His prior roles include positions at Financial Engines Advisors L.L.C. and T. Rowe Price. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios managed by an Investment Committee and supports its strategies with in-house research and third-party managers, along with integrated tax and accounting services.

Bryan Powell is a financial advisor with Principal Financial Services based in Mt Pleasant, SC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Union Financial, Inc., Mass Mutual, and Principal Life Insurance Company. Powell serves as a board member of the Charleston Interreligious Council, an organization that promotes understanding and fellowship among religious groups. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with a combination of adviser and promoter arrangements.

Alan Luchay is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities and Sigma Planning Corp. Luchay served in the US Air Force Reserves for 35 years. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

Matthew Coakley is a CFP® with 17 years of industry experience, currently working at Farther since 2025. He previously spent 17 years at Waypoint Strategic Advisors. Outside of his advisory role, he is a 50% partner in Southern Heritage Investments, LLC, focusing on personal real estate ownership and investment. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.