David D'amico is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower Securities, LLC and Hightower Advisors since 2009. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers portfolio management, financial planning, and access to private funds.

Christopher Interrante is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and MML Investors Services, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, along with hybrid digital advisory solutions.

Gary Heatherington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and over 43 years of industry experience. His prior roles include positions at MassMutual and Metlife Securities. He is also licensed as an agent for fixed insurance products, including fixed life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, implementing investments primarily on a discretionary basis.

Kathryn Wise is a financial advisor at Valic Financial Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for CUSO Financial Services, LP for 10 years before joining Valic in 2022. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing a discretionary unified managed account platform and centralized technology solutions.

Brooks McCartney is an investment advisor representative with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Raymond James & Associates, LPL Financial, Banner Bank, Destra Capital Investments LLC, and Janus Management Holdings Corp. He also holds a license as an insurance agent and may offer insurance products alongside his advisory services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures with centralized manager due diligence and the use of technology tools to support advisor and client needs.

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.

Joseph Cuozzi is a financial advisor with Private Advisor Group, LLC in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at LPL Financial, Cleararc Capital, Inc., and Morgan Stanley DW Inc. Cuozzi also operates JC Financial Group, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms, utilizing a fiduciary-based advisory model.

Kelly King is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. Prior to joining First Citizens and its affiliated entities in 2023, Kelly worked at Synovus Bank and Synovus Securities from 2016 to 2023. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm’s approach involves personalized financial assessments and diversified portfolio management using fundamental, quantitative, and technical analysis across multiple asset classes.

John Merritt is a financial advisor at Creative Planning with 13 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at TIAA-CREF, TD Ameritrade, and Scottrade. Merritt is based in Mount Pleasant, South Carolina. 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.

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.

Cooper Grady is a CFP® and ChFC® affiliated with Stratos Wealth Partners, Ltd, with four years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Group, Marathon Financial Group, Robert Gorman, and Northwestern Mutual Investment Management. He is also the Director of Financial Planning at Pettinelli Financial Partners. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients, offering financial planning, managed programs, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Kevin Newell is a CFP® with four years of experience at Creative Planning and one year at SBK Financial. Prior to his financial advisory career, he spent eight years in high school and college settings. He is based in Charleston, SC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Liam Mcgarry is a financial advisor at Private Advisor Group, LLC with five years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, Strategic Asset Services, and New York Life Insurance Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary advisory model and uses multiple investment strategies implemented through both in-house portfolio management and third-party managers.

Edward Pinnell III is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at MRHFM, LLC for four years. Pinnell is also a reservist in the United States Marine Corps, assisting recruiters at high schools and universities in the Charleston, SC area. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing strategies managed by both internal teams and third-party 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.

Zahric Labat is a financial advisor with Equity Services, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at National Life Group, Cetera Wealth Services, LLC, and Avantax Investment Services Inc. Outside of advising, he has been involved with several entrepreneurial ventures, including Start My University LLC and Toyo Japanese Sushi Bar and Hibachi. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base that includes individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading.

Joseph Mcquaid is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at Imprint Wealth LLC, Eudaimonia Partners, WealthShield LLC, and New York Life Investment Management LLC, among others. Outside of financial advising, he is involved in personal coaching and business consulting through Expedition Ascend and Ascend Consulting Group LLC and holds a minority ownership stake in Imprint Growth Partners. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that incorporate ETFs, mutual funds, and other investment vehicles.

Zachary Howes is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and bringing 11 years of industry experience. His career includes roles at Transamerica Life Insurance Company since 2020 and Edward Jones from 2017 to 2019. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice programs and investment education services. The firm’s approach incorporates proprietary software and model portfolios provided by Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning through both discretionary and non-discretionary programs.

Isaac Wood is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Nationwide Investment Services Corporation and Fiduciary Wise. Wood is also the founder of The Woodpile Co, a nonprofit ministry based in Johns Island, SC. 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 that combine long-term strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.

William Gaines Sr. is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at Pathway Wealth Partners. Gaines also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.