Tara Wray is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonah Moore is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials. He has one year of industry experience and previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services 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, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jackson Tiller is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience working at Surf The Earth and in the hospitality industry. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment vehicles through a mix of affiliated and third-party sub-managers.

John Banda II is a financial advisor with Primerica Advisors in Greenville, SC. He holds the Series 66 designation and has three years of industry experience. Prior to joining Primerica Advisors, he worked at Guardian Life Insurance Company, Cintas, and Yancey Bros Co. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Adam Satterfield is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TIAA from 2018 to 2025. Outside of his advisory career, he has held roles with the Latin American Chamber of Commerce of Charlotte and the Second Baptist Church of Kings Mountain. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated service delivery through Empower’s administrative platforms.

Joshua Welch is a Series 66-credentialed financial advisor with 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities, LLC and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Aprenea Mccutchen is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and a Series 66 designation. She previously worked at Wells Fargo Clearing Services and Merrill Lynch, and has held roles at multiple firms within Janney Montgomery Scott since 2021. Outside of finance, she has been involved with Jenny Craig since 2018. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory programs.

Dana Graves is a CFP® with 29 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and co-owns Graves Wealth Management, a private entity facilitating securities, advisory, and insurance business. His prior experience includes roles at Paragon Financial, LLC and LPL Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joshua Barrett is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD Wealth and TD Private Client Wealth in 2025, he worked at Bank of America from 2023 to 2025 and has a background that includes roles in hospitality management. 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 utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through established advisory and technology platforms.

Samuel Wilson Jr. is a financial advisor at Fifth Third Securities, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2026 and previously held roles at Fifth Third Bank and various other employers across hospitality and admissions. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs, including a wrap-fee managed account platform, advisor-directed models, SMA strategies, and tax-overlay services, supported by a large team and affiliated with Fifth Third Bank.

David Johnson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities LLC, Wells Fargo Bank NA, and Waddell & Reed. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses strategic and tactical asset allocation through TD Managed Portfolios and incorporates both affiliated and third-party sub-managers.

Spencer Cole is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial, FinTrust Brokerage Services, and Stifel. Outside of his advisory work, he was involved with SHC Golf LLC for eight years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, 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.

Matthew Cox is a CFP® professional with five years of industry experience, currently serving at Kestra Advisory Services, LLC. His prior experience includes roles at Cetera Advisors LLC, Burgdorf Wealth Managers, and the U.S. Army. Outside of financial advising, he is licensed as an insurance agent specializing in disability insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Scott Mcdowell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Horace Mann Insurance and Horace Mann Investors, Inc. for over two decades. He is also a managing member and co-owner of a real estate office rental business in Duncan, SC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs various third-party managers.

Anu Mahajan is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Synovus Bank. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services, using a client-focused process that incorporates fundamental, quantitative, and technical analysis to guide investment allocation.

Alexander Williams is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance, along with involvement at The Peace Center and Greenville Heritage FCU. Williams serves as a board member of the African American Prosperity Network and the Simpsonville Chamber, and volunteers at the Bon Secours Wellness Arena. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Laurel Coleman is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds the Series 66 designation and previously worked at BB&T Securities before joining Truist in 2021. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Cristina Gerrald is a financial advisor at Janney Montgomery Scott with Series 63 and Series 66 licenses and two years of industry experience. She previously worked at UBS Financial Services and TD Bank. Outside of her advisory role, she is involved in community and alumni activities, including serving on the Clemson University Women's Alumni Council and co-hosting a local business podcast. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through in-house and third-party management programs.

Paul Goldstein is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2016 and joined Park Avenue Securities in 2024. Outside of his advisory role, he helps organize a charity golf tournament benefiting a local Clemson nonprofit, Helen's Hugs. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Edan Draven is a financial advisor at TD Private Client Wealth LLC with six years of experience at TD-affiliated firms. He holds the Series 66 designation and is based in Greenville, SC. Prior to his current role, he worked at TD Bank NA for four years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.