Jeffrey Lansink is a Certified Financial Planner® (CFP®) with 29 years of industry experience. He has worked at Independent Advisor Alliance, LLC since 2015 and has been affiliated with LPL Financial since 2004. Lansink operates out of Mount Pleasant, South Carolina, and is engaged in roles connected to both his registered investment advisor business and his LPL Financial activities. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm delivers asset management, financial planning, and retirement plan consulting through a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance service delivery.

Daniel Russler Jr. is a financial advisor at Sequoia Financial Group, L.L.C. in Charleston, SC, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has served as Chief Investment Officer at Family Asset Management, LLC since 2003. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Joseph Diamond is a CFP® professional with 30 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 1997 and has held a position at Agia since 2022. Outside of his advisory role, he serves on the advisory board of Campus Outreach Charleston, participates in the Global Impact Committee of East Cooper Baptist Church, and volunteers as a director for the Colson Fellows ECBC affiliate. He also provides notary services to VALIC clients. VALIC Financial Advisors, Inc. 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 discretionary unified managed accounts utilizing Envestnet’s platform and third-party UMA model managers.

James Lasher is a ChFC® credentialed financial advisor with 23 years of industry experience, currently practicing at Eagle Strategies (NY Life) in Charleston, SC. He has worked with Eagle Strategies since 2009 and has been affiliated with New York Life and its related entities since 2005. Outside of his advisory work, he serves as a board member for the Unionville Recreation Association, a local youth sports organization. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and fiduciary advisory roles for retirement investors.

Merriweather Mule is a CFP® professional with four years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors, Mule worked at CornerCap Wealth Advisors for four years. In addition to advisory duties, Mule is an agent involved in the sale of life, health, and accident insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm employs a combination of asset allocation modeling and third-party independent managers across public and private asset classes.

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 with Empower Advisory Group, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Empower, he 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 athletes. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model that emphasizes long-term portfolio returns and annual rebalancing.

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.

Stephanie Mackara is a financial advisor at Beacon Pointe Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Charleston Investment Advisors LLC and Loring Ward. Ms. Mackara is the author of the educational book *Money Minded Families*, which focuses on raising financially literate children. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds and adviser to an interval fund.

Timothy Vichaivattana is a Series 66 licensed financial advisor with six years at First Command Advisory Services and affiliated firms. He has five years of industry experience, preceded by eleven years of service in the United States Navy. 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 centralized teams using prescreened third-party managers and model portfolios.

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 Primerica Advisors based in Summerville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and New York Life. Outside of his advisory work, he serves as executor and power of attorney for family estates. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services such as lending solutions and donor-advised fund options.

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 with six years of industry experience, currently serving as a financial advisor at Sequoia Financial Group, L.L.C. Prior to joining Sequoia in 2025, he held roles at JP Morgan Investment Management Inc. and its affiliates from 2020 to 2025. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolios, employing mutual funds, ETFs, individual securities, private and alternative investments, with research supported by fundamental, technical, and cyclical analysis.

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.