Elizabeth Pusateri is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial and FinTrust Capital Advisors, LLC. Outside of her advisory work, she assists with newsletters and illustrations for a family-owned religious ministry. 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 offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

John Mathis is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with First Citizens Investor Services since 2020 and has also worked at First Citizens Bank since 2013. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a client-focused approach that incorporates fundamental, quantitative, and technical analysis across diverse investment vehicles.

Jason Kelley is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Truist Investment Services, Wells Fargo Clearing, SunTrust Investment Services, UBS Financial Services, and Hubbell Lighting. Truist Advisory Services delivers investment consulting and advisory services to individuals, business clients, retirement plans, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled research tools to support manager selection and oversight.

Kyle Puckett is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at TD Bank N.A., Equitable Advisors, Hilton Displays, and Mosquito Joe. 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, offering portfolio management, financial planning support, and a range of investment options through strategic and tactical asset allocation.

John Banda II is a financial advisor with Primerica Advisors in Greenville, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining Primerica Advisors, he worked at Guardian Life Insurance Company, Cintas, and Yancey Bros Co. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Dana Graves is a CFP® with 29 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and co-owns Graves Wealth Management, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at Paragon Financial, LLC and LPL Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Samuel Wilson Jr. is a financial advisor at Fifth Third Securities, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously held roles at Fifth Third Bank and various other employers across hospitality and admissions. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs, including a wrap-fee managed account platform, advisor-directed models, SMA strategies, and tax-overlay services, supported by a large team and affiliated with Fifth Third Bank.

Spencer Cole is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, FinTrust Brokerage Services, and Stifel. Outside of his advisory work, he was involved with SHC Golf LLC for eight years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Darien Swenson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes tenure at Wells Fargo Clearing and Wachovia Bank, N.A. Swenson serves on the finance committee of Habitat for Humanity in Spartanburg, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, utilizing a client-centered process that combines fundamental, quantitative, and technical analysis.

Laurel Coleman is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at BB&T Securities before joining Truist in 2021. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ray Croff is a ChFC® credentialed financial advisor with nine years of industry experience, currently serving at Brookstone Capital Management LLC. His background includes prior work with Hall ETF Wealth Management System, Inc. and over two decades of self-employment. Outside of investment advisory services, he is involved in exit planning roundtables for business owners and administers a subscription-based educational portal for financial advisors. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models, diverse investment vehicles, and proprietary platforms while acting as both an advisor and sub-advisor to various programs.

Glenn Interiano is a financial advisor with Truist Advisory Services holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Wells Fargo Clearing Services. Outside of his advisory work, he serves as Treasurer for The Church of the Living God, the Light of the World in Lexington, Georgia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

William Schoffelman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Integrated Wealth Concepts, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. He is based in Travelers Rest, South Carolina. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as select individual account holders. The firm’s approach emphasizes long-term portfolio returns and integrated service delivery linked to Empower’s recordkeeping and administrative platforms.

Paul Goldstein is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2016 and joined Park Avenue Securities in 2024. Outside of his advisory role, he helps organize a charity golf tournament benefiting a local Clemson nonprofit, Helen's Hugs. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 credential. He has been working with NewEdge Advisors since 2026 and has prior experience at Sentinel Spark, The Citadel, and other firms. Outside of his advisory role, he has been involved with the Greenville Drive Baseball Team and Hogan Howle Enterprises. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and utilizes both in-house and third-party strategies supported by technology tools and centralized due diligence.

William Barham is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Vanguard, Cetera Investment Services, Regions Bank, and Park Avenue Securities. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent, booking, and marketing for musicians and events. He also serves as a board advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, where Mr. Barham is currently affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party strategies.

Tiffany Gilbert is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Truist Investment Services, Ballentine Capital Advisors, ASE Private Wealth, and WCM Global Wealth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Emory Hendrix Jr. is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the board of the Greenville Zoo Foundation, managing budgeting, financial reporting, and risk management. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services with multiple program structures combining in-house and third-party manager strategies.

Maxwell Belt is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior roles include positions at Langar Holdings and Baird. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including four years at Wells Fargo Clearing before joining Benjamin F. Edwards in 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves 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 utilizing both proprietary and third-party strategies.