Matthew Laydon is the principal advisor at Matthew Laydon Capital Management with 25 years of experience in the financial industry. He previously worked at Kovack Securities, Inc. and Kovack Advisors, Inc. for 17 years. Outside of advising, he serves as CFO and business advisor for Flatline Contractors Inc. Matthew Laydon Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs both active and passive investment strategies across a variety of asset classes and incorporates multiple analytical approaches while documenting client goals in written Investment Policy Statements.

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

George Seignious III is a financial advisor at Pawleys Investment Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and also works with Atlantic Coast Advisory Group. In addition to his advisory roles, he is a licensed independent insurance agent in South Carolina. Pawleys Investment Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s approach combines fundamental and technical analysis with customized asset allocation, offering both discretionary portfolio management and private pooled equity funds for accredited investors.

Edward Portelles is a CFP® with 23 years of industry experience, currently serving at Alexander Capital Wealth Management LLC. He has held roles at Alexander Capital entities since 2018 and also provides financial planning through Gabor & Associates as a licensed CPA in New York. Additionally, he is a licensed agent for life insurance and annuity products, dedicating limited time to these activities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and institutional clients, combining proprietary technical analysis with fundamental review to guide a top-down, asset-allocation investment approach. The firm employs discretionary management, sub-advisers, and model portfolios, leveraging third-party platforms for execution, custody, and overlay services.

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.

Ryan Selmeci is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Equitable Advisors LLC. Outside of finance, he has experience in the hospitality and marine services industries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product, utilizing model portfolios managed by third-party firms such as BlackRock, Vanguard, and Fidelity.

Gina Portelles is a financial advisor at Alexander Capital Wealth Management LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Alexander Capital LP since 2021, Ic Advisory Services, Inc. since 2006, and The Investment Center since 2001. In addition to her advisory work, she is an agent licensed to sell life insurance, long-term care, and non-variable insurance products. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm manages approximately $212 million in discretionary assets and employs a combination of cyclical, technical, and fundamental analysis in its investment process.

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining the firm, Zumwalt served 21 years in the US Navy and has also been involved with Word of Mouth Catering. First Command Advisory Services is an SEC-registered adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Alan Luchay is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Parkland Securities and Sigma Planning Corp. Luchay served in the US Air Force Reserves for 35 years. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management tailored to client needs.

William Stewart is a Series 66-licensed advisor with First Command Advisory Services, bringing five years of industry experience. Prior to his financial services career, he served 25 years in the United States Army. He has been with First Command in various roles since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring centrally managed portfolios constructed from mutual funds, ETFs, and third-party managers.

Melissa Hardee is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at First Citizens and Bank of America. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and businesses. The firm’s approach combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware strategies.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked at First Citizens Bank and has experience outside finance, including positions at the University of South Carolina and Pizza Hut. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and provides services on both discretionary and non-discretionary terms, with a focus on asset-based billing and tax-aware financial planning.

Eric Gonzalez is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and no prior industry experience. He has a 20-year background in the U.S. Coast Guard and has worked at several firms, including Pharos Group and Metris Global. 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 offers financial planning and multiple wrap-fee asset management programs through a centralized Investment Management Team and Wealth Portfolio Managers.

Meredith Schwab is a financial advisor at First Command Advisory Services with a Series 66 credential and two years of industry experience. She has worked in various capacities within First Command since 2023. Prior to that, she held positions at the Kiawah Island Club, Turf Center, WHB Financial Advisors, and Library Tavern. 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 that are managed through a centralized investment team using a structured, discretionary approach.

Anna Franks is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and with 12 years of industry experience. She has worked at First Citizens Investor Services since 2016 and has been affiliated with First Citizens Bank since 2007. First Citizens Investor Services provides investment advisory, brokerage, and licensed insurance services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation approaches and offers portfolio management through various vehicles, including an automated Guided Investing platform.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at AIG Capital Services, Sunamerica Asset Management Corp., and First Citizens Bank. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides portfolio management through model portfolios, separately managed accounts, wrap-fee programs, and an automated Guided Investing platform, employing a mix of strategic and tactical asset-allocation approaches based on fundamental, quantitative, and technical analysis.

Jonathan Hutson is a CFP® professional with eight years of industry experience, currently serving at First Command Advisory Services. He has been with First Command in various roles since 2018 and is also affiliated with the College of Charleston. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party manager selections.

Scott Soenen is a financial advisor with First Citizens Investor Services, Inc. based in North Charleston, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes positions at TD Bank, United Brokerage Services, Truist Investment Services, Wells Fargo, and Northwestern Mutual. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers both discretionary and non-discretionary management, combining fundamental, quantitative, and technical analysis in its portfolio management.

Kyle Jones is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. He has been associated with First Citizens Bank and First Citizens Investor Services since 2022. Outside of his advisory role, Jones is a musician and performs as a bass guitarist in a band. First Citizens Investor Services, Inc. offers investment advisory, brokerage, and licensed insurance services to individuals, institutions, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and provides portfolio management, financial planning, and tax-aware services, primarily on a non-discretionary basis.

Justin Greene is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Empower, he worked at Prime Capital Investment Advisors, Nylife Securities, New York Life Insurance, and Edward Jones. Outside of his advisory work, he owns The Lowcountry Dugout, LLC, where he coaches and provides instruction to youth baseball athletes. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model that emphasizes long-term portfolio returns and annual rebalancing.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 licenses and over eight years of industry experience. He has been with First Citizens Bank since 2016 and joined First Citizens Investor Services in 2020. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. in Moncks Corner, SC, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with First Citizens Investor Services since 2018 and at First Citizens Bank since 2016, and previously spent two years at State Farm. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset-allocation approaches supported by fundamental, quantitative, and technical analysis, offering portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Thomas Crittenden is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with First Command Advisory Services since 2015 and concurrently serves in the Air National Guard. In addition to his advisory role, Crittenden is an airline pilot for Delta Air Lines and teaches undergraduate Business and Management courses as adjunct faculty at multiple universities. 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers, using model portfolios composed of mutual funds, ETFs, and third-party managers.

Christopher Mckee is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and three years of industry experience. He has worked at First Citizens Investor Services since 2022 and at First Citizens Bank since 2021. Prior to this, he held roles at Chester Golf Club, MST Concrete, Gaston, Marion and Stubbs, Clemson University, and Lewisville School System. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Timothy Vichaivattana is a Series 66 licensed financial advisor with six years at First Command Advisory Services and affiliated firms. He has five years of industry experience, preceded by eleven years of service in the United States Navy. First Command Advisory Services, Inc. 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 offers financial planning and multiple wrap-fee asset management programs managed by centralized teams using prescreened third-party managers and model portfolios.

Noel Spilbor is a financial advisor at Edward Jones in Moncks Corner, SC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Zlati Matushev is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

David Maningding is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, as well as positions at the University of South Carolina and Flight Fit N Fun, LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach integrates strategies constructed by Merrill’s Chief Investment Office alongside third-party managers and benefits from its connection to Bank of America’s broader corporate platform.

James Rowan II is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Abigail Wilson is a CFP®-certified financial advisor with seven years of industry experience, currently with Ameriprise in Hanahan, SC. Her career includes prior roles at Merrill and LPL Financial, as well as experience in academic affairs for athletics at Liberty University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Reeves Sr. is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with LPL Financial and South State Bank, where he has worked since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and institutions through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Berry is a financial advisor with LPL Financial in North Charleston, SC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Berry also operates Berry & Associates Financial Group, LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and supporting diversified strategies through internal and third-party research.

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.

Jerry Moneer is a Series 66-licensed financial advisor with Edward Jones, based in Goose Creek, SC. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.