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 previously worked at Euro Dollar Financial Group Inc and Ciao Bella Inc. The Charles Towne Agency is a state-registered independent advisory firm providing fee-only, hourly financial planning primarily to high-net-worth individuals, families, and institutional clients. The firm offers non-discretionary recommendations and written plans focused on retirement, education, charitable giving, tax and estate guidance, and related financial advice, operating without portfolio management or custody of assets.

George Boyle Jr. is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. Boyle has worked with several firms including Avantax and manages his own tax and accounting firm, G P Boyle & Associates, where he serves as president. He is also involved in tax preparation and accounting through GW Tax and Accounting, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Alan Federico is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at RBC Capital Markets for seven years before joining Ameriprise in 2020. Federico is an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice based on comprehensive research and tax-aware strategies.