Bradley Peterson is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at firms such as New York Life Insurance Company and WealthStone Family Office, LLC. Outside of his advisory work, he serves on the board of directors and various committees of the Savannah Lakes Property Owners Association and works as a program specialist for the South Carolina Department of Parks, Recreation & Tourism. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios with implementation through mutual funds, ETFs, and separate-account managers, alongside proprietary platforms and sub-advisory relationships.

Rodney Martin is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Premier Insurance Company and operates as an independent insurance agent through his own business, Blue Suit Advisors, LLC. He is also the owner of Senior Retirement Services, LLC. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of investment strategies, including strategic asset allocation models and options-enhanced strategies.

Garrett Major is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at First Citizens Bank, Lander University, and Greenwood High School. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and uses a combination of strategic and tactical asset allocation informed by fundamental, quantitative, and technical analysis.

Audrina Wannamaker is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, she worked for the State of California for 17 years. Outside of her advisory role, she is involved with Roop to Roots, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party managers.

Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with several firms, including Avantax and Cambridge Investment Research, and maintains roles in aviation and tax preparation businesses. He jointly owns an aviation company used for recreational and business travel and operates a tax preparation firm that provides services including estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and program options.

Timothy Askew is a CFP® certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 29 years of industry experience. He has held various roles within Raymond James since 2004 and is also involved in several business ventures, including ownership of a firearms sales and manufacturing company and agricultural operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers multiple implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

Luke Watson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at Avantax and Cambridge Investment Research, along with ownership and management positions in multiple aviation-related businesses, including Watson Aviation Flight Management LLC and Watson Aviation Holdings Inc. Outside of finance, he is involved in aviation, providing contract pilot services and managing aircraft operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Jennifer Erwin is a financial advisor with Edward Jones in Abbeville, South Carolina, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as secretary for Betty Jo & Mary’s Closet, an initiative that collects donations and school supplies for teachers in her local school district. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Justin Burger is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he spent 14 years at Lander University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.