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 66 licenses and 27 years of industry experience. He has worked at multiple firms, including Girard Securities, Cetera Advisor Networks, and United Planners. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients. The firm emphasizes strategic and tactical asset allocation through its managed portfolios, combining affiliated and third-party sub-managers with third-party platforms and custodians.

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.

Andrew Pittinos is a CFA charterholder and financial advisor with 23 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2021, following eight years at BB&T Securities. Based in Greenville, SC, Pittinos’s background includes roles at Truist Investment Services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

Mitchell Briggs is a financial advisor at &PARTNERS with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. &PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services along with financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

David Luke Jr. is a CFP® professional with five years of industry experience, currently working at Janney Montgomery Scott in Greenville, SC. His previous roles include positions at PURE Insurance and Synnex Corporation, as well as academic appointments at Clemson University. 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 through brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

James Ferro is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at North Greenville University, The Cliffs at Glassy, Walmart, and Publix. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and integrated tax and administrative services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with a notable emphasis on tax and accounting integration.

Travis Townson is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Advised Assets Group, and TD Bank N.A. His background includes roles in both wealth management and banking. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Thomas is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes previous roles at LPL Financial and Foresters Advisory Services. Outside of his advisory work, he leads trainings and marketing initiatives through a coaching role at The K2 Method. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional sponsors and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients ranging from private funds to sovereign wealth funds.