Randall Coan is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is involved in several business ventures, including a brewery, remodeling and tile work, and voiceover media. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm blends strategic and tactical asset allocation using both affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Dwight Mcpherson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career has included extensive tenure at BB&T and its successor entities prior to joining Truist. Outside of his advisory role, he serves as an Assistant Scout Master with the Boy Scouts of America, focusing on youth leadership and character development. 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 and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment and manager-selection processes.

Thomas Ownbey is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that blends discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Michael Helms is a CFP® and PFS™ with 23 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at WealthShield Partners, LLC and Evergreen Financial Services, Inc. Helms is also a licensed accountant and provides CPA and tax services to clients. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee and manages over $122 billion in assets through a large advisor network and multiple program options.

John Fink IV is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at Horace Mann Investors, Inc. and Lincoln Financial. TLG Advisors serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers services ranging from portfolio management to fiduciary services for retirement plans.

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at NewEdge Securities, Raymond James & Associates, JMI Sports, and Peach Bowl Inc. Mr. Brace serves as Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 advisers. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

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 Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., the University of South Carolina, and in the U.S. House of Representatives for Congressman Trey Gowdy. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Ariel Lee is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Before joining these firms, Ariel worked at Edward Jones and has experience in the automotive industry from Vic Bailey Ford Lincoln. Outside of advisory work, Ariel serves on the boards of The Shepherd's Center of Spartanburg and the Upstate Senior Network, and participates as an advisory board member for Focal AI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supporting client relationships with tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Robert Solarchik is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, RBC Consulting Group, and National Life Group. Outside of his advisory role, Solarchik is also active as an insurance agent focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

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.

Mei Au is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She has worked within the Kestra network since 2012, including time with Kestra Investment Services, LLC. Outside of her advisory role, Mei Au is an independent Christian writer, contributing faith-based devotionals and preparing a Bible study guide for publication. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages significant assets with a focus on due diligence and a broad platform of investment solutions.

Dylan Carr is a financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked with Bankers Life Securities and Bankers Life & Casualty, and also spent time as a licensed realtor with Carolina Foothills Property Management. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

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.