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.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has worked within multiple related Transamerica entities since 2015. Trout has indicated plans to enter residential property investment to generate rental income in the future. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s approach relies on proprietary software and third-party experts for portfolio construction and oversight, focusing primarily on asset allocation and retirement guidance for a large client base.

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.

Frederick Shull is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Charles Schwab, BB&T Securities, and Towne Park, Ltd. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Antonio Jenkins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and with 11 years of industry experience. He is based in Greenville, SC, and also engages in insurance activities outside of Guardian Life, including Medicare Advantage and dental vision products through United Healthcare and BlueCross BlueShield. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management options.

Roy Janse is a CFP® professional with 23 years of industry experience, currently serving at Mariner since 2023. He previously worked at Commonwealth Financial Network for 14 years. Janse is a member of the Board of Trustees for the Cooperative Baptist Fellow Foundation. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers discretionary, customized portfolios supported by an internal team and external managers, with additional services such as tax integration, Core Family Office offerings, and employer financial-wellness tools.

Rajwinder Kaur is a financial advisor at The Huntington Investment Company with 10 years of industry experience. She holds the Series 65 and Series 63 designations. Her prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model combining third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet MAS platform.

Cody Morris 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 prior work includes roles at TD Bank N.A., Palmetto Real Estate Group, LLC, and Ingles Markets. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Jared Bovinet is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior roles include positions at Western & Southern Life and Fidelity Investments. He also holds a staff manager role at Western & Southern Life in Greenville, SC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

James Page is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 65 and Series 63 licenses with 15 years of industry experience. His prior work includes roles at VOYA Financial, Ascensus, and BB&T. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing advisory and brokerage services through various platforms and portfolio management approaches. The firm emphasizes IAR-led client assessments and employs fundamental, quantitative, and technical analysis to guide asset allocation.

Alicia Zmuda is a CFP® professional with 25 years of experience in the financial industry. She has been with Truist Advisory Services since 2021, following six years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Tara Rammel is a financial advisor with Fifth Third Securities, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has been with Fifth Third Securities since 2014. Outside of her advisory role, she works as a food delivery driver and occasionally serves as an event DJ in Inman, South Carolina. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and distinctive features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Bethany Thompson is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 credential and has previously worked at FinTrust Capital Advisors, LLC and LPL Financial LLC. In addition to her advisory role, she is also a licensed notary public in Greenville, SC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies through an internal Investment Committee.

Sherry Hall is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds the Series 66 designation and has worked previously at BB&T Securities before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and ongoing oversight.

Kristin Christofferson is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Kristin has been associated with Eagle Strategies since 2014 and concurrently works with Wyatt Brothers Financial LLC. She is also involved as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.