Peyton Steigerwald is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Greenville, SC. Prior to joining Beacon Pointe, he held positions at Clemson University and the College of Charleston. In addition to his advisory role, Steigerwald is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing both active and passive strategies with a formal due-diligence process, and sponsors proprietary investment vehicles alongside advising a registered interval fund.

Nathaniel Crosby is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. In addition to his advisory work, he has been involved with Greenville Technical School for over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager oversight.

Collin Bode is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Block Advisors. Outside of finance, he owns Collin Bode Photography, a separate business focused on photography. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

John Twomey is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Greenville, SC. He has seven years of industry experience, including prior roles at Edward Jones and a brief period working outside the financial sector. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Ashley Harward Sr. is a CFP® with 24 years of experience in financial advisory. He is currently with Truist Advisory Services, having joined in 2018 through its predecessor firms. His prior experience includes roles at LPL Financial and Uvest Financial Services Group. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Susan Crump is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Truist and its predecessor firms since 1998, including roles at Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Amy Kincaid is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Her career includes roles at Madison Avenue Securities, LLC and Capital Investment Group, Inc., and she is involved in several other business activities including serving as CEO of Kincaid Retirement and Wealth Management, authoring a published book, and managing Kincaid Property Management, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management strategies, supporting advisors and third-party RIAs through sub-advisory and model-licensing arrangements.

John Gifford is a financial advisor at NewEdge Advisors with over 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at LPL Financial and CRESCOM BANK. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Mark Eley is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding a Series 66 designation and bringing nine years of industry experience. He has been with First Citizens Investor Services since 2016 and has a longer tenure with First Citizens Bank dating back to 2004. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing a range of advisory and brokerage services. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis in its investment process.

Samantha Gillespie is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has worked within the Truist organization and its predecessors since 2002, including roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Frederick Shull is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Charles Schwab, BB&T Securities, and SunTrust Banks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary strategies supported by third-party manager relationships and AI-enabled research tools.

Antonio Jenkins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2015 and is involved in insurance-related activities outside of Guardian, including Medicare Advantage and dental/vision plans through BlueCross BlueShield. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary and model-based strategies, utilizing proprietary programs and third-party platforms.

Jared Bovinet is a CFP® certified financial advisor with 12 years of industry experience, currently practicing at Empower Advisory Group. His prior experience includes roles at Western & Southern Life, The Vanguard Group, Charles Schwab, and Fidelity Investments. He has held a staff manager position at Western & Southern Life in Greenville, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing within plan sponsor-selected investment options.

James Page is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BB&T, Ascensus, and VOYA Financial. First Citizens Investor Services serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering advisory and brokerage services through various portfolio management options and financial planning. The firm employs a client-focused process combining fundamental, quantitative, and technical analysis to inform investment decisions across multiple asset classes.

Alicia Zmuda is a CFP® professional with 25 years of experience in the financial industry. She has been with Truist Advisory Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sherry Hall is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously at BB&T Securities before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Jackson Dorris is a CFP®-designated financial advisor with one year of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Capital Investment Advisors and Wild Dunes Resort. His background also includes roles at The Citadel, Military College of the South, and Southside Christian School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a quantitative and qualitative due-diligence process.

Michael Baloy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at BB&T Securities and Truist Investment Services. Outside of advising, he is the sole proprietor of Baloy Holdings LLC, an investment vehicle focused on cloud storage infrastructure. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools as part of its investment and manager-selection processes.

Joseph Lady is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Penn Mutual Life Insurance Company and other organizations, including community involvement with First Presbyterian Church of Orlando. In addition to his advisory work, he holds a position as an insurance agent with Strategic Planning Group, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, and charitable organizations through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, managing over $8 billion in discretionary assets and offering a range of account options supported by third-party asset managers.

Brian Holmes is a Series 66-licensed financial advisor with Guardian Life, based in Greenville, SC, and has 16 years of industry experience. He has been with Guardian Life and its affiliate Park Avenue Securities since 2010. Holmes serves as a board member of the Meyer Center for Special Children. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment platforms and a range of financial planning and consulting services.