David Kornegay is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Valic Financial Advisors since 2011 and holds Series 63 and Series 66 licenses. In addition to his advisory role, he is a commissioned notary in South Carolina. Valic Financial Advisors 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

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.

Daniel Russler Jr. is a financial advisor at Sequoia Financial Group, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously served as Chief Investment Officer at Family Asset Management, LLC. Sequoia Financial Advisors offers wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model portfolios and custom solutions, utilizing a range of investment vehicles and regular portfolio reviews conducted by an Investment Policy Committee.

Joseph Diamond is a CFP®-certified financial advisor at VALIC Financial Advisors with 30 years of industry experience. He has been with VALIC since 1997 and also has an affiliation with Agia starting in 2022. Outside of his advisory work, he serves on the advisory board for Campus Outreach Charleston, participates in the Global Impact Committee of East Cooper Baptist Church, is a notary providing services to VALIC clients, and volunteers as a director for the Colson Fellows ECBC affiliate. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and various wrap programs supported by centralized technology and model-driven solutions.

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.

Lawrence Weissman is a CFA® charterholder affiliated with Cerity Partners LLC, where he has worked since 2014. He has five years of industry experience and previously spent one year at Ladenburg Thalmann Asset Management Inc. He holds the Series 63, 65, and 66 licenses. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and pooled investment vehicles, managing approximately $166.2 billion in assets as of December 2025. The firm focuses on customized wealth management through client-specific investment profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

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 with Equity Services, Inc. (ESI Financial Advisors) holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior firms include Nationwide Investment Services Corporation, Fiduciary Wise, and National Life Group. He 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 operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

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, currently serving as an advisor at Farther. He previously worked at Capasso Planning Partners and Franklin & Associates. Outside of his advisory role, he offers insurance as a broker or agent through various insurance companies, including an affiliated firm. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform along with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

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 and holds a Series 63 license, with six years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc., J.P. Morgan Institutional Investments Inc., and PNC Wealth Management. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model and custom portfolio management strategies overseen by an Investment Policy Committee, utilizing a range of investment vehicles such as mutual funds, ETFs, individual securities, and alternative investments.

Christopher Jones is a financial advisor with First Citizens Investor Services, Inc. in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at First Citizens Bank and several affiliated entities, including Truist and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as portfolio management, model portfolios, and financial planning. The firm emphasizes an IAR-led client process incorporating multiple analysis methods to allocate investments across various asset classes.

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 at First Command Advisory Services with six years of industry experience. He holds a Series 66 designation and has served in the US Navy and as a Reserve Naval Officer in the United States Naval Reserves since 2020. 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 managed by a centralized Investment Management Team and Wealth Portfolio 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.

William Amatuzzo is a CFP® professional with 23 years of industry experience, currently affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Amatuzzo is a co-owner of Amatuzzo, Magnani & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational support, investment management, and compliance services, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

James Spires is a financial advisor with Integrity Alliance, LLC in Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, he worked at Charles Schwab & Co., Inc. for three years. Outside of his advisory role, he has engaged in automotive sales activities, including traveling to various sites to support operations and sales efforts. Integrity Alliance operates as a large advisory network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and a range of investment program options supported by multiple platforms and a variety of allocation strategies.