Joshua Eisenberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Sapphire Capital, Sage Marketing US, and Starbucks Corporate Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Christian Wilson is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked within the TD organization since 2016, including roles at TD Auto Finance and TD Bank. 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 clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Brandon Kennedy is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has held various roles within affiliated entities since 2005, including managing insurance agents as a Branch Sales Manager. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types to align with clients’ goals and risk tolerances.

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.

Joshua Durham is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at TD Bank N.A., Wells Fargo Bank, JP Morgan Chase Bank, and Bank of America. 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 clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Bailey Mcnamara is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently affiliated with CWM, LLC and Carson Wealth-The Shobe Financial Group and has prior experience with firms including Financial Benefits, Inc. and OlinDe Financial Group, LLC. Mcnamara is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis along with third-party sub-advisors.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at various Transamerica entities since 2015. Outside of his advisory role, he has expressed intent to invest in residential rental properties. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both discretionary and non-discretionary investment approaches.

Lisa Nelson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2023, following tenures at TD Private Client Wealth LLC and M&T Bank. 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 TDIS (US) clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party sub-managers.

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.

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® 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.