Jessica Jimenez is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. She has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, with prior experience at Truist and Wells Fargo. 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 TDIS clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Roger Repasky is a CFP®-certified financial advisor with four years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Baird and LPL Financial. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by quantitative and fundamental research.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the Series 66 designation and has worked with TD Bank N.A. in various capacities since 2023. Outside of his advisory role, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third‑party sub‑managers.

Victor Alfieri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial, SEI Investments, Morgan Stanley, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account solutions. The firm’s advisory model is fiduciary-based, combining client goals with options from a range of third-party strategists and technology platforms.

Brandon Gilliam is an advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, Sanders Wealth Management, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of advisory work, he is the owner of Gilliams Landscape Management and holds a notary public commission. OSAIC Institutions serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure, offering both discretionary and non-discretionary account management through a network of investment adviser representatives.

Karl Rothhaar is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Advisory Group, Park Avenue Securities, and Guardian Life Insurance Company. Rothhaar serves on the board of directors for the Cottages of Harrison Bridge East HOA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. 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 US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

Jason Brown is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and several other financial institutions. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Roland Baird is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. His professional background includes roles at Greene, Finney, Cauley CPA’s LLC and Cox, Cauley, Richardson CPA’s LLC, alongside operating a mortgage business and a photography venture. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and advisory services through a multi-manager platform.

Mary Stone is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Advisors Financial Network since 2026. Outside of her advisory career, she owns and manages a ladies boutique and an ice cream and candy shop in Easley, South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial product offerings.

Brett Weldon is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience with other firms including Lizard Thicket Boutique and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Johnny Peden III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a general partner in multiple farm operations based in South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

John Hyatt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies tailored to clients' individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and socially responsible investing. John collaborates closely with clients to develop plans that align with their values and long-term objectives. He holds a Bachelor's Degree from The Citadel and holds the Personal Investment Advisor (PIA) designation. John emphasizes managing risk while helping clients pursue their financial goals. In addition to his professional work, he actively contributes to his community by serving as a youth baseball coach. Outside of his advisory role, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family.

Canisha Beck is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various divisions of Fidelity since 2002. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Zachary Gilliam is a CFP® professional with 13 years of industry experience, currently advising at Wells Fargo Advisors in Greenville, SC. He has been with Wells Fargo and its affiliates since 2009, holding roles across Wells Fargo Bank NA, Wells Fargo Advisors LLC, and Wells Fargo Clearing. In addition to his advisory work, he owns two investment-related businesses, YIELD PW LLC and GILLIAM YPW, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Jerante Morgan is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning strategies. Morgan earned his High School Diploma/GED from the Texas AandM University System.

Clay Bowden is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Merrill and Bank of America, N.A. from 2017 to 2024, and at Total Quality Logistics from 2016 to 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with banking, lending, and other financial product channels.

Aaron Thatcher is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and its affiliated entity since 2011. Outside of his advisory role, he serves as a board member for the Hammond Pointe Homeowners Association in Taylors, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Campbell is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Waypoint Strategic Advisors LLC for nine years and Marsh McClennan Agency before joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Chadrick Campbell is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. His prior roles include tenures at Wells Fargo Advisors, Franklin Wealth Management, and Innovative Advisory Partners. Outside of advising, he is a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.