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.

Jackson King is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including First Citizens Investor Services, Wells Fargo, and Hammond Iles Wealth Advisors. King is based in Greenville, SC. 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 custody through third-party custodians. The firm’s investment approach combines strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers.

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience and holds a Series 66 designation. His prior work includes roles at NewEdge Securities, Inc., Raymond James & Associates, JMI Sports, and Peach Bowl Inc. He serves as the Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 investment adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party management supported by technology tools and centralized due diligence.

Frank D. Ascenzo IV is a financial advisor with Equity Services, Inc. in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Equity Services, he worked at Ameriprise and National Life Group. He is also active as an insurance agent with Stone Press Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Gabriel Bowman is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds Series 65 and Series 63 credentials. His prior work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Janney. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs supported by in-house and third-party portfolio management.

Gregory Allen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the financial secretary for Tucapau Baptist Church, managing bill payments and disbursements. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

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 six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining HB Wealth in 2025, he worked at Sanford C. Bernstein & Co., LLC for six years and has experience in both academia at the University of South Carolina and government service with the U.S. House of Representatives. HB Wealth Management is a registered investment adviser that provides wealth management, investment management, and financial planning to a diverse client base including individuals, families, trusts, retirement plans, corporate entities, and institutional clients. The firm employs a combination of quantitative and qualitative due diligence across various public and private investment strategies and offers services such as outsourced chief investment officer and institutional advisory.

Ariel Lee is a financial advisor at Guardian Life with six years of industry experience and holds the Series 66 designation. Prior to joining Guardian Life and its affiliate Park Avenue Securities, Lee worked at Edward Jones for four years and has experience in the automotive industry. Outside of financial advising, Lee is involved in community and nonprofit activities, serving on boards such as The Shepherd's Center of Spartanburg and the Alzheimer's Association of South Carolina, and participates in advisory roles including with Focal AI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser fully owned by Guardian Life. The firm serves individual, pension, charitable, and corporate clients with a range of brokerage and advisory services, utilizing both proprietary and third-party investment models and offering hybrid digital advisory solutions.

Robert Solarchik is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 65 and Series 63 registrations. He has seven years of industry experience, including roles at National Life Group, Equity Services Inc, and New York Life Insurance Company. Outside of his advisory work, he is also an insurance agent engaged in brokerage activities with 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment solutions supported by third-party asset manager relationships and a dual registration structure.

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.

Dena Wofford is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has 19 years of industry experience and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various wrap and advisory programs.

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 a Series 66 designation and two years of industry experience. Prior to joining NewEdge Advisors, he worked at LPL Financial and Block Advisors. Outside of finance, he is the owner of Collin Bode Photography, a non-investment-related business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

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.