Trista Shigley is a financial advisor at Truist Advisory Services with one year of industry experience. She holds the Series 66 designation and has worked with Truist and its predecessor entities since 2014. She serves as a board member of the American Bankers Association Trust School. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Dibenedetto is a financial advisor at HB Wealth with Series 65 and Series 63 credentials and seven years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., the University of South Carolina, and in the U.S. House of Representatives for Congressman Trey Gowdy. HB Wealth Management is a registered investment adviser serving individuals, families, trusts, retirement plans, corporate entities, foundations, family offices, institutional clients, and investment companies. The firm offers wealth management, investment management, financial planning, and outsourced chief investment officer services, employing a disciplined investment process that integrates quantitative and qualitative due diligence across a range of public and private strategies.

Ariel Lee is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Before joining these firms, Ariel worked at Edward Jones and has experience in the automotive industry from Vic Bailey Ford Lincoln. Outside of advisory work, Ariel serves on the boards of The Shepherd's Center of Spartanburg and the Upstate Senior Network, and participates as an advisory board member for Focal AI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supporting client relationships with tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Robert Solarchik is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, RBC Consulting Group, and National Life Group. Outside of his advisory role, Solarchik is also active as an insurance agent focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Peyton Steigerwald is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Greenville, SC. Prior to joining Beacon Pointe, he held positions at Clemson University and the College of Charleston. In addition to his advisory role, Steigerwald is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing both active and passive strategies with a formal due-diligence process, and sponsors proprietary investment vehicles alongside advising a registered interval fund.

Nathaniel Crosby is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following previous roles at Bb&T Securities and Scott & Stringfellow. In addition to his advisory work, he has been involved with Greenville Technical School for over two decades. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager oversight.

Collin Bode is a financial advisor at NewEdge Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Block Advisors. Outside of finance, he owns Collin Bode Photography, a separate business focused on photography. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.

John Twomey is a Series 66-licensed financial advisor with Transamerica Financial Advisors, based in Greenville, SC. He has seven years of industry experience, including prior roles at Edward Jones and a brief period working outside the financial sector. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a blend of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Mei Au is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She has worked within the Kestra network since 2012, including time with Kestra Investment Services, LLC. Outside of her advisory role, Mei Au is an independent Christian writer, contributing faith-based devotionals and preparing a Bible study guide for publication. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages significant assets with a focus on due diligence and a broad platform of investment solutions.

Dylan Carr is a financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Bankers Life Advisory Services, he worked with Bankers Life Securities and Bankers Life & Casualty, and also spent time as a licensed realtor with Carolina Foothills Property Management. 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 a combination of fundamental and technical analysis.

Ashley Harward Sr. is a CFP® with 24 years of experience in financial advisory. He is currently with Truist Advisory Services, having joined in 2018 through its predecessor firms. His prior experience includes roles at LPL Financial and Uvest Financial Services Group. 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 manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Susan Crump is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Truist and its predecessor firms since 1998, including roles at Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, 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.

Amy Kincaid is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Her career includes roles at Madison Avenue Securities, LLC and Capital Investment Group, Inc., and she is involved in several other business activities including serving as CEO of Kincaid Retirement and Wealth Management, authoring a published book, and managing Kincaid Property Management, LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management strategies, supporting advisors and third-party RIAs through sub-advisory and model-licensing arrangements.

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.

John Gifford is a financial advisor at NewEdge Advisors with over 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at LPL Financial and CRESCOM BANK. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension 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, utilizing multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

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 roles include positions at Wells Fargo, JP Morgan Chase, and Bank of America. 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’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.