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.

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.

Anna Reeves is a financial advisor with Independent Advisor Alliance, LLC and holds a Series 66 designation. She has one year of industry experience and previously worked at LPL Financial and Equitable Advisors. Outside of her advisory role, she provides administrative support to Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting, using a combination of discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

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®-credentialed financial advisor with 23 years of industry experience, currently with Truist Advisory Services since 2021. Prior to this, she held roles at Bb&T and its affiliated entities from 2014 to 2021. She is based in Greenville, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, utilizing a combination of discretionary manager relationships and 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.

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.

Allison Morris is a financial advisor at The Huntington Investment Company with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Huntington National Bank and The Huntington Investment Company since 2015. Outside of her advisory role, Allison is actively engaged as an artist, creating charcoal, ink, and acrylic abstract paintings. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.

John Gifford is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently an advisor at NewEdge Advisors and has held positions at LPL Financial and Crescom Bank. His background includes managing investment-related activities under various entities connected to his advisory work. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through independent investment adviser representatives, emphasizing centralized due diligence and technology-supported investment solutions.

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.

Samantha Gillespie is a Series 66-licensed financial advisor at Truist Advisory Services with 18 years of industry experience. She has been with Truist and its affiliated entities since 2018, including roles at BB&T Securities and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies, utilizing third-party platforms and AI-enabled research tools to support its manager-selection and ongoing portfolio oversight processes.