Shelley Holbrooks is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2014, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving 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 consulting, employing both discretionary and non-discretionary managed solutions that incorporate proprietary strategies and third-party models.

Justin Sweet is a financial advisor with TIAA-CREF, holding Series 66 and Series 63 licenses and six years of industry experience. He has been with TIAA-CREF since 2020. Prior to his current role, he worked at Nor'East Family Treats & Eats, Publix, and Bojangles. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers customized portfolio management and acts as adviser to donor-advised funds, operating within a vertically integrated group that discloses potential conflicts and applies a fiduciary standard to its RIA services.

Ashton Lawrence is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Goldfinch Wealth Management and Commonwealth Financial Network. He is involved in community organizations such as the Eastside YMCA, Fall for Greenville festival, and United Way of Greenville County, and participates in the NextGen Advisory Task Force of The American College of Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon in large advisory enterprises.

William Gordon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at FinTrust Capital Advisors, LLC, United Community Insurance, Inc., and operating his own CPA practice. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by quantitative and fundamental analysis overseen by an internal Investment Committee.

Osvaldo Gutierrez is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Eagle Strategies since 2021 and currently owns G & H Financial Group, LLC, which brokers non-registered insurance products. Gutierrez serves as a board member for the NAIFA-Upstate chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Maya Herrenbruck is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Compass Advisory Group. Outside of finance, she has experience in publishing and education. 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 range of financial planning and portfolio management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

James Hill is a financial advisor with &PARTNERS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He worked at Edward Jones for 22 years before joining &PARTNERS in 2024. Hill is a co-founder and owner of Indigo Advisors LLC, the entity for his practice within &PARTNERS. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services through a dual registration as an RIA and broker-dealer. The firm employs fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, managing portfolios internally or via third-party managers.

Alexander Stoner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Greenville, SC. He began his advisory career in 2025 and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he operated a mobile detailing business for several years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through its TD Managed Portfolios and employs both affiliated and third-party investment managers in its portfolio construction.

David Lewis is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC in Greenville, SC. His prior experience includes roles at FinTrust Capital Advisors, LLC and LPL Financial. Outside of his advisory work, he is involved in consulting through Coleman Research Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research utilizing quantitative and fundamental analysis.

David Luke Sr. is a financial advisor with Janney Montgomery Scott in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Janney Montgomery Scott in 2019. Outside of his advisory role, he serves as a general board member and co-chair of the Greens, Racquet, and Handicap Committees at Thornblade Club, a country club in Greer, SC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Luke Graves is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and is co-owner of Graves Wealth Management, LLC. His prior experience includes roles at LPL Financial, Paragon Financial, Yorktown Funds, and Liberty University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and custody services.

Brian White is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Girard Securities, Cetera Financial Specialists, VOYA Financial Advisors, and several other firms. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning, and custody services.

Justin Sheik is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior firms include TIAA, Ameriprise Financial Services, LPL Financial, and Family Wealth Partners. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses IAR-led assessments and diverse investment strategies, including fundamental, quantitative, and technical analysis, to manage portfolios across various asset classes.

Thomas Campbell IV is a financial advisor at &Partners with 15 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years before joining &Partners in 2024. Campbell is co-founder of Indigo Advisors LLC, an investment legal entity associated with his practice. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, foundations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Daniel Logan is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding a Series 66 designation and three years of industry experience. His work history includes roles at TD Bank N.A. and several positions related to Bob Jones University, as well as experience with Rödl & Partner and Dixon Hughes Goodman LLP. Outside of finance, he has been involved with Tabernacle Baptist Church. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Quintin Pile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2024, he was with Greenwood Capital Associates for five years and has additional experience at Edward Jones and other firms. Outside of his advisory role, he is involved in managing rental property businesses. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across a range of asset classes.

Cooper Branham is a CFP® professional with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC in Greenville, SC. His work history includes roles at Beacon Pointe Advisors, Beacon Pointe Insurance Services, The Scotts Miracle-Gro Company, Clemson University, Cool Pros Heating and AC, and Gilbert High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers through a rigorous due diligence process and utilizes both active and passive strategies across public and private asset classes.

Jason Skistad is a CFP® with 25 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Charles Schwab, with additional long-term involvement in business ventures such as Creekside Litchfield LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers with a broad range of strategies and specialized administrative capabilities.

Wayne Carrick is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2021 and US First Federal since 2015. Outside of advisory work, he is also active as an insurance agent specializing in fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

William Keeney is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Mauldin, South Carolina, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Keeney is also involved in multi-line insurance brokerage activities through Fairway Financial Partners LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a combination of long-term investment strategies and specialized instruments, and it operates as both a broker-dealer and SEC-registered investment adviser.