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.

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.

Veronica Pinckney is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at GWFS Equities, Inc. and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Carson is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Carson serves on the board of the Hope Center for Children in Spartanburg, SC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

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.

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.

Steven Ford is a CFP® and Series 66 registered advisor with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Artisan Wealth Advisors, Alliance Wealth Partners, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services through a combination of passive and active investment strategies guided by an internal Investment Committee.