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.

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.

Cody Morris is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TD Bank N.A., Palmetto Real Estate Group, LLC, and Ingles Markets. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

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.

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.

Yazan Atra is an advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Concentrix Corporation. Prior to his financial services career, he was involved with Yaz Motors LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients through both U.S. and cross-border channels.

Asher Hoopes is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance Company, Lowe's, Turnkey Financial, and OneMain Financial Services. Outside of his advisory role, he is the owner of a home and garden pop-up boutique called Dwell and Daisy. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with portfolios constructed from affiliated and third-party sub-managers.

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.

Benjamin Munson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked for 20 years at Regal Cinemas Inc. He is also an insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 integrated analysis methods. The firm emphasizes individual client service and utilizes affiliated broker-dealer and insurance platforms for trade execution and reporting.

Jonas Reid is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Edward Jones, SunTrust Investment Services, and Wells Fargo. FIFTH THIRD SECURITIES, Inc. serves a diverse client base of individual and institutional investors through investment advisory and brokerage services, offering multiple portfolio management programs via the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of advisory and brokerage services, including municipal advising.

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.

Benjamin Stocum II is a Series 66-licensed financial advisor with eight years of industry experience. He has worked with First Command Financial Planning, Inc. since 2017 and previously was employed in the furniture retail sector at Broad River Furniture DBA Ashley Furniture. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers on behalf of 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.