Michael Lazarakis is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Merrill and BOFA Securities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Robert Balmer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at VOYA Financial Advisors and Lincoln Financial Securities Corporation. Outside of his advisory role, he serves as chairman for 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 multi-manager platform with discretionary and non-discretionary management options, providing access to third-party money managers and model portfolios.

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 11 years of industry experience. He holds a Series 65 designation and 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 approximately $1.43 million in assets across four client relationships and offers primarily non-discretionary account management alongside insurance products through an affiliated insurance company.