Louis Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and operates as co-owner and president of Heritage Financial Advisory Group. Desepoli also serves as co-trustee for six non-client trusts. 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.

William Gordon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at various firms including United Community Insurance, Inc. and FinTrust Capital Advisors, LLC. 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 using a diversified investment approach that combines passive and active managers and is supported by an internal Investment Committee.

Osvaldo Gutierrez is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at G & H Financial Group, West End Financial Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. He serves as a board member of the NAIFA-Upstate chapter, a professional organization for insurance agents and financial advisors. Eagle Strategies supports a diverse client base including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement plan advisory services primarily on a non-discretionary basis, emphasizing tailored recommendations within the 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 roles at Guardian Life and Park Avenue Securities, and previously worked at Compass Advisory Group. Her background also includes positions outside the financial industry, such as work with The Johnson County Graphic and New College Franklin. Park Avenue Securities LLC, where she practices, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory 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.

David Luke Sr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for six years before joining Janney in 2019. Outside of his advisory role, he serves as a board member and co-chair of several committees at the Thornblade Club in Greer, SC. Janney Montgomery Scott 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Luke Graves is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and is co-owner of Graves Wealth Management, LLC. His prior experience includes roles at LPL Financial, Paragon Financial, Yorktown Funds, and Liberty University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and custody services.

Brian White is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at multiple firms such as Girard Securities, Cetera Advisors LLC, and United Planners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a blend of strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

Michael Leasure is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and approximately four years of combined experience in financial services and related roles. His prior work history includes positions at Premier Financial Associates and several non-financial organizations, including Bob Jones University and Hampton Park Christian School. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Justin Sheik is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at TIAA and Ameriprise Financial Services. He is currently affiliated with First Citizens Investor Services, where he has been employed since 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process involving assessments of financial needs and risk tolerance, applying fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Daniel Logan is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and three years of industry experience. His background includes roles at TD Bank N.A. and professional engagements with Bob Jones University and Tabernacle Baptist Church. 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. The firm utilizes a blend of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Quintin Pile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2024, he was with Greenwood Capital Associates for five years and has additional experience at Edward Jones and other firms. Outside of his advisory role, he is involved in managing rental property businesses. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across a range of asset classes.

Cooper Branham is a CFP® professional with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC in Greenville, SC. His work history includes roles at Beacon Pointe Advisors, Beacon Pointe Insurance Services, The Scotts Miracle-Gro Company, Clemson University, Cool Pros Heating and AC, and Gilbert High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers through a rigorous due diligence process and utilizes both active and passive strategies across public and private asset classes.

Jason Skistad is a CFP® with 25 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Charles Schwab, with additional long-term involvement in business ventures such as Creekside Litchfield LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers with a broad range of strategies and specialized administrative capabilities.

Wayne Carrick is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2021 and US First Federal since 2015. Outside of advisory work, he is also active as an insurance agent specializing in fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

William Keeney is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Mauldin, South Carolina, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Keeney is also involved in multi-line insurance brokerage activities through Fairway Financial Partners LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a combination of long-term investment strategies and specialized instruments, and it operates as both a broker-dealer and SEC-registered investment adviser.

Jeffrey Giguere Jr. is a CFP®, ChFC®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he is also a licensed insurance agent involved in life, health, and accident insurance sales. Prior to joining Beacon Pointe, he worked at Capital Design Associates, Inc. for 11 years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, employing a manager-of-managers approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Wendy Wyatt is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wyatt Consulting Group and LPL Financial, 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, utilizing a combination of affiliated and third-party investment managers through platforms such as Envestnet and custodians like Pershing.

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.