Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Annie Rice is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Oppenheimer & Co Inc for twelve years before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm uses a combination of affiliated and third-party managers within its portfolio construction and employs a wrap-fee billing approach.

Jeffrey Stone Jr. is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has worked previously at LPL Financial and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, employing both in-house and third-party manager strategies supported by technology and centralized due diligence.

Patricia Hernandez is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at LPL Financial LLC, Sunamerica, and Crowell, Weedon & Co. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Seth Von Kuhn is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Lima One Capital, Northwestern Mutual Investment Services LLC, and John White. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Michael Crump is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, having previously worked at Truist and BB&T in various advisory and investment services capacities. Outside his advisory work, he serves as a Senior Master Sergeant in the U.S. Air Force with the 560th RED HORSE Squadron, which performs heavy construction in austere and hostile locations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and various managed solutions, including services tailored to large institutional investors such as sovereign wealth funds.

Donna Rasile is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Her prior experience includes roles at FinTrust Capital Advisors, LLC and Greerwalker Wealth Management LLC. She volunteers as a member of Greenville Women’s Giving. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Megan Briscoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. Her prior roles include positions at J Biance Wealth Management, J Biance Financial, Purpose Equity, D'Alberto Graham & Grimsley, and the Neumann Law Firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients through a standardized platform approach.

Jeremy Weight is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments for 15 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Erin Despres is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors and SunTrust Investment Services prior to Truist. Outside of her advisory work, she is a sales consultant for nutritional supplements and environmentally friendly cleaning products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates AI-enabled equity research, serving clients through a multi-affiliate platform.

Edwin Waingart is a CFP® with 24 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2019. Prior to Janney, he spent six years with Raymond James & Associates. He serves as president of the Exit Planning Institute’s Greenville chapter, a local professional advisory network. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm offers a broad range of services to individuals, families, institutions, and municipalities through a combination of in-house and third-party portfolio management, as well as brokerage and advisory programs.

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.

David Wyatt II is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and operates Wyatt Brothers Financial LLC since 2013. Wyatt serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

John Griz is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2017, following a four-year tenure at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he drives for Uber in Simpsonville, SC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a platform that supports both discretionary and non-discretionary arrangements.

David Schabacker is a financial advisor with SPC in Simpsonville, SC, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Chemical Bank, Cetera Investment Advisors LLC, Talmer Bank and Trust, and LPL Financial. In addition to his advisory work, he assists school employees with benefits enrollment on a part-time basis. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

John Fink IV is a financial advisor with TLG Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Horace Mann Investors, Inc., Lincoln Financial Advisors, and Simplicity Investments. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer digital program called Starlight Portfolios.

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.