Robert Balmer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His work history includes roles at Cetera Wealth Services, VOYA Financial Advisors, Lincoln Financial Securities Corporation, and his own firm, Balmer & Associates Inc. Outside of advisory work, he serves as chairman of COB Rugby, Incorporated, where he participates in meetings and assists with fundraising activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with access to various program platforms and third-party money managers.

Ryan Atkinson is a financial advisor with Ameriprise in Lexington, SC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2015 to 2022. Outside of his advisory role, he is involved in independent insurance brokering, focusing on disability income. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support personalized retirement planning within a large institutional framework.

Jeffrey Brockelsby is a Series 65-licensed financial advisor with 17 years of industry experience. He is the sole advisor at Brockelsby Investment Services in Irmo, South Carolina. Outside of financial advising, he serves as corporate treasurer and a board member of Black Hills Reptile Gardens, a tourist attraction where he manages the corporate investment portfolio and advises on budgeting and financial matters. Brockelsby Investment Services provides investment advisory and portfolio management services primarily to individual clients, operating on a mainly non-discretionary basis where clients retain final decision-making authority on transactions.

Greggory Vaughn is a financial advisor at Treehouse Financial, Inc. with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Becket Financial Group, H & R Block, and Kleen Sites Geoservices Inc. Treehouse Financial, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages assets on a mostly non-discretionary basis and is distinguished by its smaller scale and its affiliation with an insurance company, allowing advisors to offer insurance products alongside investment advice.