Marcus Graham is a CFP® certified financial advisor with three years of industry experience, currently serving clients at Truist Advisory Services in Greenville, SC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other advisory firms. Outside of his financial advisory career, he operated Graham Photography for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Anthony Panuccio is a financial advisor at NewEdge Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. He serves as a trustee of a family trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives, offering a range of portfolio management, financial planning, and consulting services combined with centralized manager due diligence and technology-enabled solutions.

John Whitmire is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Eagle Strategies since 2012 and has prior experience with Mahoney Financial Organization, LLC. Outside of his advisory role, he owns a commercial cleaning company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Steven Broughton is a CFP® professional with over 31 years of industry experience, currently serving with Kestra Advisory since 2017. Before joining Kestra, he worked at Sii Investment Inc for 10 years. He is also president of BFG Advisors Wealth Management, where he oversees planning and investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Joseph Schofield III is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cda Group and Guardian Life. Outside of advising, he owns and manages an operational cattle farm through JDS Holdings, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced CIO solutions to individual and institutional clients. The firm uses asset-allocation modeling combined with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Alan Spilker is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 63 and Series 65 designations and has 42 years of industry experience. His prior firms include Raymond James & Associates, Merrill, Wells Fargo Clearing, and Morgan Stanley Dw Inc. He serves as a board member of the Spilker Family Foundation, a private family charitable foundation. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, combining proprietary strategies with third-party models and providing in-house equity and fixed income portfolios.

Matthew Luke is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Southeast Retail, Bottles Beverage LLC, and Clemson University among others. He has experience working in both educational and retail sectors outside of financial services. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Robert Clanton is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including longstanding roles with New York Life Insurance and NYLIFE Securities. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of advisory programs tailored to client objectives, with most assets managed on a non-discretionary basis.

Christopher Nicholson is a CFP® professional with eight years of industry experience. He is currently an advisor at Mariner and has prior experience at TIAA-CREF, Tiaa, G.F. Investment Services, LLC, and Global Financial Private Capital, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and it offers notable integrated tax and accounting services along with specialized financial wellness and family office solutions.

Michael Bostick is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and currently operates Financial Resources, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively within an integrated New York Life affiliate structure.

Emil Sheikh is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including JP Morgan Chase Bank, Wells Fargo, and Bank of America. Sheikh is based in Greenville, SC. 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. The firm’s portfolios combine strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms from Envestnet and custody services from Pershing.

John Mccallum Jr. is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding the ChFC® and Series 63 designations. He has 32 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations, primarily manages assets on a non-discretionary basis, and works within an integrated New York Life affiliate structure.

Cristi Stiles is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and seven years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at Merrill Lynch from 2015 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, supported by third-party platforms and an AI-enabled Equity Research team, to manage investment solutions and fiduciary responsibilities.

William Brobson is a Series 66-registered financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, with six years of industry experience. He has been with Bankers Life and its affiliated entities since 2018, including prior work at Toyota of Greer. In addition to his advisory role, he is also licensed as an insurance agent with Bankers Life and Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Michael Doherty is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and TD Bank. Outside of finance, his background includes positions with Maine Health and involvement in collegiate athletics. 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 investors. The firm combines strategic and tactical asset allocation through affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Jacob Moss is a financial advisor at Voya Financial Advisors, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists with technology-enabled tools to support investment recommendations, delivering many services on a non-discretionary basis while offering some discretionary management options.

Daniel Steele is a financial advisor at NewEdge Advisors with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill. He holds Series 63 and Series 66 designations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with ongoing due diligence and technology-supported solutions.

Sara Downing is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, with one year of industry experience. She has previously held roles at First Citizens Bank & Trust Company, Entegra Bank, and Synovus Bank, totaling over a decade in financial services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm uses a client-centered approach that integrates fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Cody Mann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. He previously worked at FinTrust Capital Advisors, LLC and LPL Financial Holdings, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Benjamin Shaver is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Abelian Partners and Terrapin Beer Company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms, and integrates inter-affiliate resources to deliver its AMC Advantage manager-selection program.