Matthew Lewarne is a financial advisor with The Huntington Investment Company in Charleston, SC. He holds Series 63 and Series 65 licenses and has five years of industry experience. His career includes roles at Ameriprise, Truist Advisory Services, Merrill, and Wells Fargo, among others. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary private bank models, with portfolio management and custodial services provided through National Financial Services.

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.

Ryan Shannon is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Principal Securities Inc. Outside of his advisory role, he is involved with PCRM, LLC, which focuses on the sale and service of fixed-insurance products. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services alongside tax planning through an affiliated accounting subsidiary.

Liam McGarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include work with LPL Financial and Strategic Asset Services, as well as involvement in political campaigns. He operates Strategic Asset Services, providing investment advisory services independently. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

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.

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.

Matthew Pisani is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he co-wrote a children's rhyming book titled "Nala The Bulldog" and serves as the Executive Director of the nonprofit Clean Slate Living, where he speaks on topics such as bullying, toxic relationships, and addiction. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets as of December 2025.

Merriweather Mule is a CFP® professional with four years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. Prior to this, Merriweather worked at CornerCap Wealth Advisors from 2017 to 2022. Outside of advisory work, Merriweather is also an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to deliver discretionary wealth management, financial planning, and fiduciary services.

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.

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.

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.

Kirk Matenaer is a CFP® professional with two years of industry experience. He currently works at Farther and has previously been associated with Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he is involved in insurance brokerage through multiple companies, including an affiliated firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing a mix of bespoke and algorithmic model portfolios with automatic rebalancing.

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.

Christopher Jones is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. His prior roles include positions with Truist Advisory Services, BB&T, and related entities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering portfolio management, model portfolios, and financial planning with a focus on fundamental, quantitative, and technical analysis.

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.

Joshua Castaneda is a financial advisor with First Command Advisory Services in Charleston, SC, holding a Series 66 designation and six years of industry experience. Prior to joining First Command, he served in the U.S. Navy and currently serves as a Reserve Naval Officer in the United States Naval Reserves. 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, managing portfolios through a centralized Investment Management Team that selects and monitors approved investment managers.

Paul Cantor is a financial advisor with Mariner Wealth Advisors, holding CFP®, CFA®, and Series 63 credentials and bringing 12 years of industry experience. He has worked at Mariner since 2021, following positions at Allegiant Private Advisors and Commonwealth Financial Network. Mariner serves a diverse client base including individuals, institutions, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an investment committee and combines in-house research with third-party manager allocations, alongside specialized tax integration and employer financial-wellness tools.