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.

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.

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, holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wyatt Consulting Group and LPL Financial, LLC. 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, utilizing a combination of affiliated and third-party investment managers through platforms such as Envestnet and custodians like Pershing.

Philip Wyatt is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes long-term roles with New York Life Insurance Company and NYLIFE Securities LLC, as well as operating Wyatt Brothers Financial LLC. Outside of his advisory work, he serves as an officer for the Eastside Track and Cross Country Booster Club. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional client needs, with a significant focus on non-discretionary asset management and relationships with institutional sponsors.

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.

Travis Townson is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Advised Assets Group, and TD Bank N.A. His background includes roles in both wealth management and banking. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Thomas is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes previous roles at LPL Financial and Foresters Advisory Services. Outside of his advisory work, he leads trainings and marketing initiatives through a coaching role at The K2 Method. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional sponsors and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients ranging from private funds to sovereign wealth funds.

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 with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining First Citizens, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he operates a retail floral shop and performs as a singer at various events. First Citizens Investor Services serves a range of clients including individuals, pension plans, and charitable organizations, offering portfolio management, wrap programs, automated investing platforms, and financial planning. The firm emphasizes advisor-led client assessments and employs fundamental, quantitative, and technical analysis across diverse investment vehicles.

Curtis Davis is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses. He has been with TD Private Client Wealth and TD Bank N.A. since 2026 and previously worked at OneMain Financial for 19 years. 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 strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory in 2018, she worked at SunTrust Bank and its affiliated investment services firms from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

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 financial advisor at Mariner with a Series 65 license and two years of industry experience. His background includes roles at Mariner Wealth Advisors, Kelly Education, Clemson University, and Carolinas Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

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.

Ealon Thompson III is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Stonestreet Wealth Management and Raymond James Financial Services. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

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.