Philip Brice is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at LPL Financial, United Community Insurance, FinTrust Capital Advisors, and GNI Capital. He is also involved with PHB Holdings LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research.

Yazan Atra is an advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Concentrix Corporation. Prior to his financial services career, he was involved with Yaz Motors LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients through both U.S. and cross-border channels.

Asher Hoopes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 license and two years of industry experience. He has worked at TD Private Client Wealth LLC, TD Bank N.A., MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a home and garden pop-up boutique called Dwell and Daisy. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

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.

James Foster is a financial advisor at The Huntington Investment Company in Greenville, SC, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise Financial Services, Truist Advisory Services, TD Bank, and Wells Fargo. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that combines third-party sub-managers and proprietary Private Bank portfolios.

Jerrell Smith is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones and Neighborhood Legal Services Association before joining PNC Investments. Prior to his financial advisory career, he worked at The GAP for 13 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

Jonas Reid is a financial advisor at Fifth Third Securities, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Edward Jones, SunTrust Investment Services, and Wells Fargo Advisors. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and IAR-managed sleeves, with features such as direct indexing and an optional tax-overlay service.

Alicia Shaw is a financial advisor at TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 66 designations with three years of industry experience. Her prior work includes positions at Edward Jones, Northwestern Mutual Life Insurance Company, and Wells Fargo. Outside of advisory roles, she works part-time as a stock associate at Bath and Body Works. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm utilizes a mix of strategic and tactical asset allocation through affiliated and third-party managers, providing portfolio management, financial planning support, and custody services.

Joseph Lady is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has three years of industry experience and has worked at firms including Penn Mutual Life Insurance Company and MassMutual South Carolina. Outside of advisory roles, he is also involved in insurance brokerage as an agent with Strategic Planning Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody and execution capabilities alongside investment advice.

Brian Holmes is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with Guardian Life since 2010 and Park Avenue Securities since 2019. Holmes serves as a board member of the Meyer Center for Special Children. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

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 financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 18 years of industry experience. His prior experience includes roles at FinTrust Capital Advisors, LLC, and related entities from 2014 to 2024. 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 advocates for two annual steeplechase races. 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 employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

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 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also associated with Midwest Financial and Strategic Financial Concepts. Outside of finance, he is a partner in Lieu's Asian Bistro, a franchising restaurant concept. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs and integrates services through its affiliates, utilizing a range of in-house and third-party investment solutions.

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.