William Stewart is a Series 66-licensed advisor with First Command Advisory Services, bringing five years of industry experience. Prior to his financial services career, he served 25 years in the United States Army. He has been with First Command in various roles since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed portfolios constructed from mutual funds, ETFs, and third-party managers.

David Thompson Jr. is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at First Command Advisory Services since 2015. He has been affiliated with First Command Financial Services and First Command Financial Planning since 2007. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Gary Sawyer is a financial advisor with Independent Financial Partners, holding the ChFC® designation and Series 63 and 65 licenses, with 53 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, LLC, and ongoing involvement with Growth Plus LLC and Creative Marketing Int'l Corp. He also spends substantial time on retirement plan solutions through a separate DBA. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model that supports discretionary and non-discretionary management and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Justin Rayman is a CFP® with 10 years of experience in the financial industry, currently affiliated with Fifth Third Securities, Inc. He has previously worked at Navy Federal Financial Group and UBS Financial Services. Outside of his advisory role, he is a co-owner of Costa Buxton, LLC, a real estate management business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers access to multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and various strategies such as SMA models and tax-overlay services.

Michael Croce is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The Vanguard Group, Inc. for seven years. Outside of his advisory role, he acts as a limited agent for two family members. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, providing investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tailored approaches such as direct indexing and tax-loss harvesting, supported by a broad range of affiliated non-investment businesses.

Kimberly Chism Moore is a Series 65 licensed advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. She previously spent 21 years at Family Asset Management, LLC, serving as its Chief Compliance Officer until its acquisition by Sequoia in 2024. Sequoia Financial Group provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs both model allocations and custom portfolio solutions overseen by an Investment Policy Committee, utilizing a range of investment vehicles and conducting thorough research and periodic portfolio reviews.

Clayton Brumbaugh is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance, Wells Fargo, Baltimore County Government, and Virginia Wesleyan University. Empower Advisory Group serves primarily employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Bianca Moore is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual of South Carolina and the Surgical Center of Burlington County. 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 corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and private wealth management, all under fiduciary standards.

Eric Gonzalez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He has a 20-year background in the U.S. Coast Guard and has worked at several firms, including Pharos Group and Metris Global. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Colin Meddaugh is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He serves as a Senior Financial Representative at Imagine Financial and holds a role as Commanding Officer in the United States Navy Reserve. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Matthew Foreman is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Empower Financial Services, Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of 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 offers portfolio management, financial planning, and UMAs through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion across close to 300,000 clients.

Matthew Ellis is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Fidelity Investments, E*TRADE, TIAA-CREF, and TD Ameritrade. 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 clients, operating through an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.

William Brown is a financial advisor with Principal Financial Services in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and having 20 years of industry experience. His work history includes roles at Trinity Wealth Partners and South Carolina Brown Group. Outside of his advisory duties, he manages Fin and Fowl, LLC, an entity owned by a children's trust. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Armstrong is a CFP® professional with nine years of experience in financial advising at First Command Advisory Services. He has worked at multiple entities within the First Command group since 2017 and previously spent four years at Leidos. 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 various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Charles Burdette is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm separates planning services from ongoing discretionary management, applies a fiduciary standard to its RIA services, and acts as adviser to a donor-advised fund.

Andrew Barrett is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 65 designations and serves as president of White Point Management, LLC, a consulting firm based in Charleston, SC. His career includes roles at Family Asset Management, LLC and White Point Management, LLC, where he has held a supervisory position. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management, utilizing a range of investment vehicles and oversight from an Investment Policy Committee.

Jeffery Keczan is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and LPL Financial. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and third-party platform arrangements.

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.

Clayton Thornton is a financial advisor with NewEdge Advisors in Summerville, SC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Wealth Advisors LLC, and Edward Jones. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, and employs centralized due diligence alongside technology tools to support advisors and clients.