Jeffrey Giguere Jr. is a CFP®, ChFC®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he is also a licensed insurance agent involved in life, health, and accident insurance sales. Prior to joining Beacon Pointe, he worked at Capital Design Associates, Inc. for 11 years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, employing a manager-of-managers approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Wendy Wyatt is a financial advisor with TD Private Client Wealth LLC and holds Series 63, 65, and 66 licenses. She has 24 years of industry experience, including roles at TD Bank N.A., Wyatt Consulting Group, and LPL Financial. 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 utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Andrew Pittinos is a CFA charterholder and financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following eight years at BB&T Securities. Based in Greenville, SC, Pittinos’s background includes roles at Truist Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

David Luke Jr. is a CFP® professional with five years of industry experience, currently working at Janney Montgomery Scott in Greenville, SC. His previous roles include positions at PURE Insurance and Synnex Corporation, as well as academic appointments at Clemson University. 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 through brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Stephen St John is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory work, he is involved in farming through Lake Cunningham Farms. 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 and consulting services through a network of independent adviser representatives, combining in-house and third-party investment solutions supported by centralized due diligence and technology tools.

Nathan Stouffer is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advisory work, he operates a retail floral shop, Urban Petals, and performs as a singer at events such as funerals, weddings, and church services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Curtis Davis is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked for OneMain Financial for 19 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has worked at Kestra Advisory since 2018 and has prior experience at SunTrust Bank and related entities. Tedstone also holds a senior client service associate position supporting advisors in practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advisory, serving large institutional investors such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Marie Jose Bettis is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes extensive tenure at BB&T and its affiliated entities from 2006 to 2021, followed by roles at Truist Advisory Services and First Citizens since 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centered process guided by IAR-led assessments and offers a range of portfolio management options, including automated platforms and tax-aware services.

Ryan Moore is a Series 65-licensed advisor with Mariner Wealth Advisors, based in Greenville, SC. He has one year of industry experience and has previously worked at Carolinas Wealth Management and held roles in education and delivery services. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, and consulting services. The firm combines customized discretionary portfolios with tax and accounting integration, offering comprehensive wealth management solutions.

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 65 and Series 63 licenses with five years of industry experience. He has been with First Citizens Investor Services since 2020 and has worked at First Citizens Bank since 2013. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm employs a client process that includes assessments of financial needs, risk tolerance, and time horizon, using fundamental, quantitative, and technical analysis to allocate assets across various 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.

Tara Wray is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. She has been affiliated with Eagle Strategies and New York Life entities since 2010. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Jonah Moore is a financial advisor at TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TD, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios featuring both affiliated and third-party sub-managers.

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.

Jackson Tiller is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role starting in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience working with Surf The Earth and in the hospitality industry at Bistro Two Seventeen. 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 investors, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

John Banda II is a Series 66-credentialed advisor with Guardian Life, based in Greenville, SC, and has three years of industry experience. Prior to joining Guardian Life in 2023, he held positions at Cintas and Yancey Bros Co. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

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.

Joshua Barrett is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD Wealth and TD Private Client Wealth in 2025, he worked at Bank of America from 2023 to 2025 and has a background that includes roles in hospitality management. 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 investors. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through established advisory and technology platforms.