Jessica Jimenez is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. She has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, with prior experience at Truist and Wells Fargo. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Roger Repasky is a CFP®-certified financial advisor with four years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Baird and LPL Financial. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by quantitative and fundamental research.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the Series 66 designation and has worked with TD Bank N.A. in various capacities since 2023. Outside of his advisory role, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third‑party sub‑managers.

Victor Alfieri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial, SEI Investments, Morgan Stanley, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account solutions. The firm’s advisory model is fiduciary-based, combining client goals with options from a range of third-party strategists and technology platforms.

Brandon Gilliam is an advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, Sanders Wealth Management, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of advisory work, he is the owner of Gilliams Landscape Management and holds a notary public commission. OSAIC Institutions serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure, offering both discretionary and non-discretionary account management through a network of investment adviser representatives.

Karl Rothhaar is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Advisory Group, Park Avenue Securities, and Guardian Life Insurance Company. Rothhaar serves on the board of directors for the Cottages of Harrison Bridge East HOA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

Brett Weldon is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience with other firms including Lizard Thicket Boutique and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Christopher Benson is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2012. He is also the President of Benson Wealth Management, LLC, a support company he established to handle operating expenses and liability matters. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Tyler Campbell is a financial advisor with OSAIC Wealth, Inc. in Greenville, SC, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Waypoint Strategic Advisors LLC for nine years before joining OSAIC and Marsh McClennan Agency in 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by various investment programs and third-party managers.

Robert Davis is a financial advisor with LPL Financial in Mauldin, South Carolina, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill and Edward Jones before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by various technology tools and a broad platform of financial products.

Zaine Bradford is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, he worked at Eagle Capital Advisors and has diverse experience including roles at Miller Electric, Righteous Rides, and Carolina Creek Christian Camp. He also spent four years at LeTourneau University and nine years at Blue River Academy. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Richard Curran is a CFP® professional with 30 years of industry experience. He is currently an advisor at OSAIC and has previously worked at LPL Financial, Independent Advisor Alliance, and UBS Financial Services. Outside of advising, he has served as a FINRA arbitrator and authored an investment book titled "Keep It Simple, Stupid." Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Dustin Shirah is a CFP® professional affiliated with Edward Jones in Greenville, SC, with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Gary Johnson is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and Axa Advisors, LLC. He is the owner of GCJ Whaling, LLC, which he uses for employee payments and marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party managed programs, delivering advice through a network of Investment Adviser Representatives.

Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Matthew Brookshire is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, United Federal Credit Union, and CUNA Mutual Group. He also serves in a fiduciary capacity for the Martha Williams Brookshire Trust. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of investment professionals.

Dylan Manley is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Lincoln Financial Advisors. 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 strategies through a nationwide network of more than 23,000 financial advisors.

John Riley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Before joining Edward Jones, he spent four years at Erskine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Gerald Johnson is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors and as chairperson of the Finance Committee for The Methodist Church of Simpsonville. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.