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 is also a licensed CPA in New York and provides financial planning advice for clients of Gabor and Associates. Additionally, he is involved in insurance sales, including life insurance and indexed annuities. Alexander Capital Wealth Management LLC offers investment advisory services to individual, high-net-worth, and certain institutional clients, employing a top-down, asset-allocation approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

Ryan Selmeci is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Regions Bank and Equitable Advisors, as well as involvement with Voodoo Dog Restaurant LLC. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services through managed advisory programs that utilize third-party portfolio managers.

Gina Portelles is a financial advisor with Alexander Capital Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include 15 years at IC Advisory Services, Inc. and 5 years at The Investment Center. She also engages in non-investment activities as an agent selling life, long-term care, and non-variable insurance. Alexander Capital Wealth Management LLC provides investment advisory services to individual and high-net-worth clients, as well as institutional capital markets and M&A advisory. The firm employs a top-down, asset-allocation investment approach that integrates proprietary technical analysis with fundamental review across multiple advisory teams.

Erin Zumwalt is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. She has one year of industry experience and previously served 21 years in the U.S. Navy. Outside of financial services, she is involved in Word of Mouth Catering. 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 a centralized Investment Management Team.

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 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 nine years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she held positions at First Citizens Asset Management, First Citizens Bank, and Bank of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process led by investment adviser representatives that includes assessments of financial needs, risk tolerance, and time horizon, using various investment analyses to allocate among equities, fixed income, mutual funds, and ETFs.

Benjamin Strickland is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. He has held roles at First Citizens Bank and the University of South Carolina, among other prior positions. First Citizens Investor Services serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers advisory and brokerage services with a range of investment options and emphasizes IAR-led client assessments combined with fundamental, quantitative, and technical analysis.

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.

Anna Franks is a financial advisor at First Citizens Investor Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Citizens Investor Services since 2016, following prior employment at First Citizens Bank beginning in 2007. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios using various investment vehicles and platforms.

James Marquis is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior roles include positions at AIG Capital Services, Inc. and Sunamerica Asset Management Corp., as well as work in real estate and cellular sales. First Citizens Investor Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs and risk assessment, utilizing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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 at First Citizens Investor Services, Inc. with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including TD Bank, Truist Investment Services, Wells Fargo, and Northwestern Mutual. First Citizens Investor Services, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm’s approach integrates fundamental, quantitative, and technical analysis to manage portfolios across a range of asset types.

Kyle Jones is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Jones is a band member and base guitarist for Martha's Vault. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process led by investment advisor representatives, utilizing fundamental, quantitative, and technical analysis across various investment vehicles.

Justin Greene is a financial advisor at Empower Advisory Group with four years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Empower, he worked at Prime Capital Investment Advisors, Nylife Securities, New York Life Insurance, and Edward Jones. Outside of his advisory role, he owns The Lowcountry Dugout, LLC, where he coaches and provides instruction to youth baseball athletes. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and coordinated services within plan lineups selected by plan sponsors.

Christopher Lindamood is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and over six years of experience with the firm. He has been affiliated with First Citizens Bank since 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process led by investment advisor representatives to assess financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis across various asset classes.

Anthony Almeter is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at First Citizens Bank since 2016 and State Farm from 2014 to 2016. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-centered process using fundamental, quantitative, and technical analysis to manage portfolios across various asset classes, offering services such as model portfolios, automated investing, and tax-aware strategies.

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 at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at First Citizens Investor Services since 2022. Prior roles include positions at First Citizens Bank and experience at Chester Golf Club, MST Concrete, and Gaston, Marion and Stubbs. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes.

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 prior work includes positions at Bank of America N.A. and the University of South Carolina. Outside of his advisory role, he has been involved with Flight Fit N Fun, LLC, a business related to air sports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers, offering a range of asset allocation approaches including tax-aware options.

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® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. He has worked at South State Bank and LPL Financial since 2014 and held prior positions with Sorrento Pacific Financial, LLC and Uvest Financial Services Group, Inc. In addition to his advisory role, he is involved with South State Investment Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technology and a broad platform of financial products.

Brian Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Berry & Associates Financial Group, which he founded in 2011. Prior to that, he held roles at Eagle Strategies and New York Life-related firms from 2007 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.