Jackson Dorris is a CFP®-designated financial advisor with one year of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Capital Investment Advisors and Wild Dunes Resort. His background also includes roles at The Citadel, Military College of the South, and Southside Christian School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a quantitative and qualitative due-diligence process.

Michael Baloy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at BB&T Securities and Truist Investment Services. Outside of advising, he is the sole proprietor of Baloy Holdings LLC, an investment vehicle focused on cloud storage infrastructure. 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 as part of its investment and manager-selection processes.

Benjamin Munson is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked for 20 years at Regal Cinemas Inc. He is also an insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. 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 integrated analysis methods. The firm emphasizes individual client service and utilizes affiliated broker-dealer and insurance platforms for trade execution and reporting.

Jonas Reid is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Edward Jones, SunTrust Investment Services, and Wells Fargo. FIFTH THIRD SECURITIES, Inc. serves a diverse client base of individual and institutional investors through investment advisory and brokerage services, offering multiple portfolio management programs via the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of advisory and brokerage services, including municipal advising.

Joseph Lady is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Penn Mutual Life Insurance Company and other organizations, including community involvement with First Presbyterian Church of Orlando. In addition to his advisory work, he holds a position as an insurance agent with Strategic Planning Group, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, and charitable organizations through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, managing over $8 billion in discretionary assets and offering a range of account options supported by third-party asset managers.

Brian Holmes is a Series 66-licensed financial advisor with Guardian Life, based in Greenville, SC, and has 16 years of industry experience. He has been with Guardian Life and its affiliate Park Avenue Securities since 2010. Holmes serves as a board member of the Meyer Center for Special Children. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment platforms and a range of financial planning and consulting services.

Nicole Grellman is a financial advisor with Fifth Third Securities, Inc. in Simpsonville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Benjamin Stocum II is a Series 66-licensed financial advisor with eight years of industry experience. He has worked with First Command Financial Planning, Inc. since 2017 and previously was employed in the furniture retail sector at Broad River Furniture DBA Ashley Furniture. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers on behalf of clients.

John Harwood is a Series 66 licensed financial advisor with five years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, and has held prior roles at the University of Memphis, Wyndham Championship, and Elon University. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with supported advisory representatives and integrates technology platforms to enhance portfolio management and estate planning.

Kyle Conwell is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 66 designations and one year of industry experience. Prior to his current role, he worked at TD Bank N.A. and has held various positions in education, including teaching roles at Pope John Paul II Catholic High School and Centennial Middle School. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of affiliated and third-party sub-managers within its portfolios and offers a cross-border advisory model for certain U.S. clients.

Archibald Hardy is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at FinTrust Capital Advisors and Primetrust Advisors. Outside of his advisory work, he serves as chairman of the endowment committee and finance committee member at Grace Episcopal Church in Camden, SC, and is a director of the Carolina Cup Racing Association, where he acts as a community advocate for steeplechase races. 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, risk-class based investment approach blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Paul Bopp is a CFP® with 26 years of industry experience, currently serving with Truist Advisory Services since 2021. He previously worked at Bb&T Securities from 2015 to 2021. Bopp holds board roles with the Boys & Girls Club of the Upstate as Treasurer and with Teach For America South Carolina as a board member. 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 approaches and utilizes third-party managers and AI-enabled research tools to support its investment strategies.

David Mccraw is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Ameritas and affiliated entities since 2005, with prior experience at Wells Fargo Clearing. In addition to his advisory roles, he is a partner in Lieu's Asian Bistro, a restaurant franchise. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies involving model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Matson Hutchins is a financial advisor at Mariner with 11 years of industry experience and holds a Series 66 designation. His work history includes roles at Mariner Wealth Advisors, DeHollander & Janse Financial Group, Commonwealth Financial Network, Scottrade, Inc., and Spire Contracting. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal management team and combines in-house research with third-party manager allocations.

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.

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.