Guido Evangelista is a financial advisor at The Charles Towne Agency with seven years of industry experience. He holds a Series 65 designation and has worked with EURO Dollar Financial Group Inc and Ciao Bella Inc in prior roles. The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only, hourly financial planning to high-net-worth individuals, families, and institutional clients. The firm focuses on non-discretionary recommendations and written financial plans without managing portfolios or accepting discretionary authority.

George Boyle Jr. is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 20 years of industry experience and has held roles at Avantax firms since 2007 as well as at Cetera Wealth Services since 2025. He is also president of G P Boyle & Associates, PC, a tax preparation and accounting firm, and serves as Chief Financial Officer for Retirement Plan Playbook, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of December 2025.

Alan Federico is a financial advisor with Ameriprise Financial Services, holding CFP®, Series 65, and Series 63 designations, and has 12 years of industry experience. He previously worked at RBC Capital Markets from 2015 to 2022. Federico serves on the board of the TAR Network and owns Bullyard Sound LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.