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 with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining First Citizens Investor Services, he worked at First Citizens Bank and has experience in educational roles at Lander University and Greenwood High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and applies fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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 who holds the Series 63 and Series 65 designations and has 28 years of industry experience. He has been affiliated with Cetera and related entities since 2025, with prior experience at Avantax and Cambridge Investment Research. Outside of advising, he is involved in aviation as an owner of Watson Aviation Holdings Inc., which manages a jointly owned aircraft used for recreational and business travel. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of investment management, financial planning, and retirement services using a multi-manager platform that includes affiliated and third-party managers.

Timothy Askew is a CFP® with 29 years of experience in the financial industry, currently serving at Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James since 2004 and has managed Askew Family Farm since 2013. Additionally, he owns and operates Abbeville Ammo and Arms, a business involved in the sales and manufacturing of firearms and ammunition. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

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.