Gregory Wales is a financial advisor at Gradient Securities, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Strategic Financial Alliance, Inc. for 10 years. Outside of his advisory role, he is a partner at Keowee Financial Group, where he offers fixed insurance products. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to a range of clients including individuals, trusts, and business entities. The firm combines advisory and broker-dealer functions and frequently utilizes third-party managers alongside its own affiliated entities.

John Coble is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Wells Fargo Clearing, and Wachovia Securities. He holds Series 63 and Series 65 designations. Outside of advising, he is the owner of Coble Wealth Management, LLC. The Fiduciary Alliance serves individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm employs a variety of analytical approaches and may use third-party managers while providing discretionary portfolio management and related financial planning support.

Robbin Broome is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Impact Partnership Wealth in 2023, he worked at FOUNDATIONS INVESTMENT ADVISORS, LLC for seven years. Broome is also the president of a nonprofit, The Smart Lifestyle, which teaches fiscal awareness in community settings. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion across a network of about 89 advisers. The firm offers model portfolio solutions, direct asset management, financial planning, and retirement plan services, utilizing a combination of firm-managed, third-party, and advisor-managed strategies.

Joshua Speese is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes positions at Wells Fargo Bank NA, Wells Fargo Advisors, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Seth Smith is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and offers both wrap and non-wrap programs using Pershing as custodian.

James Bross Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Steward Partners, he worked at Equitable Advisors and Axa Advisors, and has a background that includes roles in healthcare and entrepreneurial ventures. He serves on the board of trustees for Southern Wesleyan University and is the owner and CEO of Carolina Care Innovation Group, as well as assisting operations at Clemson University’s Book T. Smith Launchpad. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, and other services to individuals, pension plans, corporations, and nonprofits, offering a range of portfolio management options through both in-house and third-party strategies.

Devian Blocker is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 65 and Series 63 licenses and four years of industry experience. His previous roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Outside of financial services, he is the owner of The Wireless Woman, a part-time retail or hospitality business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America from 2010 to 2021 before joining TD in 2021. Outside of his advisory role, he is co-owner of the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third‑party managers.

Chad Finch is a financial advisor at FIFTH THIRD SECURITIES, Inc. based in Greenville, SC, holding Series 65 and Series 63 designations with five years of industry experience. His work history includes roles at Fifth Third Bank, Usha, Tiaa, Fedex, and United Community Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway platform, allowing clients to select strategies based on their risk profiles and investment goals.

Kevin Brock is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His previous roles include positions at First Citizens Asset Management, First Citizens Investor Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Additionally, he serves as a trustee for his parent. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and retirement plan consulting, utilizing both proprietary and third-party investment strategies.

Kathaleen Muilwyk is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the Series 66 designation and has worked at NewEdge Securities, Inc. since 2022, following nine years at Raymond James & Associates. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisors and clients.

Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Annie Rice is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Oppenheimer & Co Inc for twelve years before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm uses a combination of affiliated and third-party managers within its portfolio construction and employs a wrap-fee billing approach.

Jeffrey Stone Jr. is a CFP® with 19 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at LPL Financial, Wells Fargo Clearing, First Citizens Asset Management, and Waddell & Reed. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Patricia Hernandez is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at LPL Financial LLC, Sunamerica, and Crowell, Weedon & Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plans selected by sponsors.

Seth Von Kuhn is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lima One Capital and Northwestern Mutual Investment Services LLC. His current roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning, consulting, and access to specialized investment programs.

Michael Crump is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, having previously worked at Truist and BB&T in various advisory and investment services capacities. Outside his advisory work, he serves as a Senior Master Sergeant in the U.S. Air Force with the 560th RED HORSE Squadron, which performs heavy construction in austere and hostile locations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and various managed solutions, including services tailored to large institutional investors such as sovereign wealth funds.

Donna Rasile is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Her prior experience includes roles at FinTrust Capital Advisors, LLC and Greerwalker Wealth Management LLC. She volunteers as a member of Greenville Women’s Giving. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Edwin Waingart is a CFP® with 24 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2019. Prior to Janney, he spent six years with Raymond James & Associates. He serves as president of the Exit Planning Institute’s Greenville chapter, a local professional advisory network. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm offers a broad range of services to individuals, families, institutions, and municipalities through a combination of in-house and third-party portfolio management, as well as brokerage and advisory programs.

Lance Durbin is a financial advisor with &Partners, holding a Series 66 designation and four years of industry experience. Prior to joining &Partners in 2024, he worked at Edward Jones from 2022 to 2024. Outside of his advisory role, he owns and oversees operations for an online retail business selling products on Amazon. &Partners serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides services through both discretionary and non-discretionary accounts.