Frank D. Ascenzo IV is a financial advisor with Equity Services, Inc. in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Equity Services, he worked at Ameriprise and National Life Group. He is also active as an insurance agent with Stone Press Financial Group. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Trista Shigley is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked with Truist and its predecessor entities since 2014. She serves as a board member of the American Bankers Association Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Dibenedetto is a financial advisor at HB Wealth with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanford C. Bernstein & Co., LLC for six years. His background also includes roles at the University of South Carolina and in the U.S. House of Representatives for Congressman Trey Gowdy. HB Wealth Management provides wealth management, investment management, and financial planning services to individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across public and private investment strategies and offers services including outsourced chief investment officer (OCIO) and institutional advisory solutions.

Ariel Lee is a financial advisor at Guardian Life with six years of industry experience and holds the Series 66 designation. Prior to joining Guardian Life and its affiliate Park Avenue Securities, Lee worked at Edward Jones for four years and has experience in the automotive industry. Outside of financial advising, Lee is involved in community and nonprofit activities, serving on boards such as The Shepherd's Center of Spartanburg and the Alzheimer's Association of South Carolina, and participates in advisory roles including with Focal AI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser fully owned by Guardian Life. The firm serves individual, pension, charitable, and corporate clients with a range of brokerage and advisory services, utilizing both proprietary and third-party investment models and offering hybrid digital advisory solutions.

Robert Solarchik is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he operates an insurance brokerage under the name 1847Financial, focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages approximately $8.37 billion in discretionary assets under management as of December 2025.

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.

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.

Matthew Oconnor is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2023, following a 17-year tenure at Valic Financial Advisors and a year at Agia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jesse Wright III is a CFP® professional with 43 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2014. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

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.

Paul Gordon is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and United Community Insurance, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Allen Gillespie is a CFA® charterholder with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial and FinTrust Capital Advisors, LLC. Gillespie is involved in several business entities for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Henry McGee is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been associated with New York Life and its affiliated entities since 2002 and currently operates under Generational Financial Partners LLC and Financial Resources, LLC. Outside of his advisory work, McGee is involved in community activities including volunteer basketball coaching, serving on the YMCA Board of Advisors, and participation on the St. Francis Advisory Board for a local hospital system. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with various insurance carriers and was previously affiliated with Waddell & Reed. Jenkins is involved in insurance services beyond Guardian, including Medicare Advantage and BlueCross BlueShield products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and external managers and offers hybrid digital advisory solutions.