William Lanford is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First Citizens, he operated Lanford Consulting for nine years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

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.

Ashton Lawrence is a CFP® and ChFC® with 13 years of industry experience, currently serving as a financial advisor at Mariner. His prior roles include positions at Goldfinch Wealth Management and Commonwealth Financial Network. He is involved in community organizations such as the Eastside YMCA, Fall for Greenville festival, and United Way of Greenville County, and participates in the NextGen Advisory Task Force of The American College of Financial Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized investment approach supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon in large advisory enterprises.

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.