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 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 in Greenville, SC. He holds Series 63 and Series 65 licenses and has 19 years of prior experience at OneMain Financial. Davis joined TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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, offering portfolio management, financial planning, and custody services through a combination of affiliated and third‑party investment managers.

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 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.

John Mathis is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials with five years of industry experience. He has been with First Citizens Investor Services since 2020 and has also worked at First Citizens Bank since 2013. First Citizens Investor Services serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services with a client-focused approach that incorporates fundamental, quantitative, and technical analysis across diverse 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) in Greenville, SC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonah Moore is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services 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, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jackson Tiller is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience working at Surf The Earth and in the hospitality industry. 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, and access to various investment vehicles through a mix of affiliated and third-party sub-managers.

John Banda II is a financial advisor with Primerica Advisors in Greenville, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining Primerica Advisors, he worked at Guardian Life Insurance Company, Cintas, and Yancey Bros Co. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Joshua Welch is a Series 66-credentialed financial advisor with 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities, LLC 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 a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.