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.

Paul Gordon is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and United Community Insurance, Inc. 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 combines passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Allen Gillespie is a CFA® charterholder with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial and FinTrust Capital Advisors, LLC. Gillespie is involved in several business entities for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Bailey Mcnamara is a CFP® and Series 66-licensed advisor with eight years of industry experience. He is currently with CWM, LLC, where he has worked since 2023, following prior roles at Financial Benefits, Inc. and Raymond James Financial Services. In addition to his advisory duties, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers a range of portfolio management and financial planning services, generally managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Lisa Nelson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2023, following tenures at TD Private Client Wealth LLC and M&T 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 TDIS (US) clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party sub-managers.

Henry McGee is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been affiliated with New York Life and its related entities since 2002, including Generational Financial Partners LLC and Financial Resources, LLC. Outside of his advisory role, McGee serves as a volunteer basketball coach and holds board positions with local organizations such as the YMCA and St. Francis Advisory Board. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary assets and delivering customized recommendations within an integrated New York Life affiliate structure.