Roy Janse is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mariner since 2023. His prior roles include 14 years with Commonwealth Financial Network and seven years with Ameriprise. Outside of his advisory work, he is a member of the Board of Trustees for the Cooperative Baptist Fellow Foundation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and features integrated tax and accounting services alongside operational CFO capabilities and a financial wellness platform.

Jared Bovinet is a CFP® with 12 years of industry experience currently with Empower Advisory Group. His prior roles include positions at Western & Southern Life as a staff manager and various financial services firms including Fidelity and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within client plans.

James Page is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior roles at VOYA Financial, Ascensus, and BB&T. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a client process centered on financial needs assessments and applies a mix of fundamental, quantitative, and technical analysis to manage portfolios including wrap programs, model portfolios, and a Guided Investing automated platform.

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.

Tara Rammel is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she works as a food delivery driver and occasionally serves as an event DJ in Inman, South Carolina. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Bethany Thompson is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 credential and has previously worked at FinTrust Capital Advisors, LLC and LPL Financial LLC. In addition to her advisory role, she is also a licensed notary public in Greenville, SC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies through an internal Investment Committee.

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.

Philip Brice is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at LPL Financial, United Community Insurance, FinTrust Capital Advisors, and GNI Capital. He is also involved with PHB Holdings LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research.

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.

Jonas Reid is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones, SunTrust Investment Services, and Wells Fargo Advisors among other firms. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

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 financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with Guardian Life since 2010 and Park Avenue Securities since 2019. Holmes serves as a board member of the Meyer Center for Special Children. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

John Harwood is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and has held prior roles at the University of Memphis, Wyndham Championship, and Elon University. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with supported advisory representatives and integrates technology platforms to enhance portfolio management and estate planning.

Archibald Hardy is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at FinTrust Capital Advisors and Primetrust Advisors. Outside of his advisory work, he serves as chairman of the endowment committee and finance committee member at Grace Episcopal Church in Camden, SC, and is a director of the Carolina Cup Racing Association, where he acts as a community advocate for steeplechase races. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Paul Bopp is a CFP® with 26 years of industry experience, currently serving with Truist Advisory Services since 2021. He previously worked at Bb&T Securities from 2015 to 2021. Bopp holds board roles with the Boys & Girls Club of the Upstate as Treasurer and with Teach For America South Carolina as a board member. 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 approaches and utilizes third-party managers and AI-enabled research tools to support its investment strategies.

John Cox is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with TD Bank and its affiliates since 2014. Outside of his advisory role, he is a partner in a real estate investment business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation through affiliated and third-party managers, offering ongoing portfolio management, financial planning support, and custody services.

Marcel Kelley is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, AE Wealth Management, and Oak Harvest Investment Services. In addition to his advisory roles, Mr. Kelley serves in the U.S. Coast Guard Reserves as a maritime enforcement specialist. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a broad network of affiliated offices and third-party sub-advisers.

Matson Hutchins is a financial advisor at Mariner with 11 years of industry experience and holds a Series 66 designation. His work history includes roles at Mariner Wealth Advisors, DeHollander & Janse Financial Group, Commonwealth Financial Network, Scottrade, Inc., and Spire Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise and Woodforest National Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Shelley Holbrooks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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, retirement plan consulting, and investment management consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.