Stephen St John is a financial advisor with NewEdge Advisors and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he is involved with a farm business called Lake Cunningham Farms. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Nathan Stouffer is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining First Citizens, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, he operates a retail floral shop and performs as a singer at various events. First Citizens Investor Services serves a range of clients including individuals, pension plans, and charitable organizations, offering portfolio management, wrap programs, automated investing platforms, and financial planning. The firm emphasizes advisor-led client assessments and employs fundamental, quantitative, and technical analysis across diverse investment vehicles.

Curtis Davis is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 65 and Series 63 licenses and has recent experience with TD Bank starting in 2026. Prior to this, he worked for OneMain Financial for 19 years. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory in 2018, she worked at SunTrust Bank and its affiliated investment services firms from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Marie Jose Bettis is a financial advisor with First Citizens Investor Services, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her career includes extensive tenure at BB&T and its affiliated entities from 2006 to 2021, followed by roles at Truist Advisory Services and First Citizens since 2021. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-centered process guided by IAR-led assessments and offers a range of portfolio management options, including automated platforms and tax-aware services.

Sarah Christenson is a CFP® professional with one year of experience, currently with Creative Planning in Taylors, SC. Her prior work includes roles at Frontline Missions International, Blue Trust, and Bob Jones University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Ryan Moore is a financial advisor at Mariner with a Series 65 license and two years of industry experience. His background includes roles at Mariner Wealth Advisors, Kelly Education, Clemson University, and Carolinas Wealth Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal investment team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Elizabeth Pusateri is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial and FinTrust Capital Advisors, LLC. Outside of her advisory work, she assists with newsletters and illustrations for a family-owned religious ministry. 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 offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Ealon Thompson III is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Stonestreet Wealth Management and Raymond James Financial Services. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

John Mathis is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, holding Series 65 and Series 63 credentials with five years of industry experience. He has been with First Citizens Investor Services since 2020 and has also worked at First Citizens Bank since 2013. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services. The firm uses IAR-led assessments and a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Jason Kelley is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Truist Investment Services, Wells Fargo Clearing, SunTrust Investment Services, UBS Financial Services, and Hubbell Lighting. Truist Advisory Services delivers investment consulting and advisory services to individuals, business clients, retirement plans, and charitable organizations. The firm combines discretionary manager relationships with consulting services and employs AI-enabled research tools to support manager selection and oversight.

Tara Wray is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 66 and Series 63 licenses and has 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across various program types, emphasizing fiduciary responsibilities and predominantly managing assets on a non-discretionary basis.

Jonah Moore is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining TD, he held positions at Northwestern Mutual Wealth Management Company and various other financial services roles. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation with investments from affiliated and third-party sub-managers. The firm provides portfolio management, financial planning support, and custody services through a platform supported by Envestnet and Pershing.

Kyle Puckett is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at TD Bank N.A., Equitable Advisors, Hilton Displays, and Mosquito Joe. 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 a range of investment options through strategic and tactical asset allocation.

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 seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Empower, he worked at TIAA and TIAA-CREF from 2018 to 2025. Outside of finance, he was involved with the Latin American Chamber of Commerce of Charlotte in 2018 and served at the Second Baptist Church of Kings Mountain from 2017 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

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 an advisor with FIFTH THIRD SECURITIES, Inc. based in Greenville, SC. He holds Series 65 and Series 63 licenses and has been with the firm since 2026, having also worked at Fifth Third Bank since 2024. His prior experience includes roles in hospitality and logistics as well as positions at Athens Country Club and Younglife. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, offering investment advisory and brokerage services through the Passageway Managed Account Program and other platforms. The firm provides a range of portfolio management options and operates as a subsidiary of Fifth Third Bank with an enterprise-scale presence.