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.

Anu Mahajan is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Wells Fargo and Synovus Bank. Her career also includes a period outside finance with Uber EATS. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, financial planning, and tax-aware services, utilizing a client process focused on assessing financial needs and risk tolerance to allocate across various asset classes.

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 66 and Series 63 credentials and two years of industry experience. She previously worked at UBS Financial Services and TD Bank. Cristina is active in her community as a member of the Clemson University Women’s Alumni Council and co-hosts a local business podcast, Caroline Business Leaders. Janney Montgomery Scott is a large 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 municipal clients, offering brokerage, financial planning, and advisory services.

William Schoffelman is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Integrated Wealth Concepts, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Paul Goldstein is a financial advisor with Guardian Life in Greenville, SC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Guardian Life since 2016 and Park Avenue Securities since 2022. Goldstein helps organize a charity golf tournament that raises funds for the local nonprofit Helen's Hugs. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

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.

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 credential. He has been working with NewEdge Advisors since 2026 and has prior experience at Sentinel Spark, The Citadel, and other firms. Outside of his advisory role, he has been involved with the Greenville Drive Baseball Team and Hogan Howle Enterprises. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and utilizes both in-house and third-party strategies supported by technology tools and centralized due diligence.

William Barham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at The Vanguard Group and Cetera Investment Services. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent and events in the entertainment sector, and serves as a Board Advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products, alternative investments, and various consulting solutions.

Joel Reichard is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at TD Bank N.A. and Wells Fargo Bank N.A., as well as service in the United States Marine Corps Reserve. Outside of financial advising, he owns and operates a Rita's Italian Ice franchise in Easley, SC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, combining technology platforms and custodial services to deliver its investment solutions.

George Koutsioukis is a financial advisor with Janney Montgomery Scott in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Janney in 2019. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Tiffany Gilbert is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at Truist Investment Services, Ballentine Capital Advisors, ASE Private Wealth, and WCM Global Wealth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Emory Hendrix Jr. is a financial advisor at NewEdge Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the board of the Greenville Zoo Foundation, managing budgeting, financial reporting, and risk management. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services with multiple program structures combining in-house and third-party manager strategies.

Patrick Sundberg is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group in 2026, he worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2026. 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 certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Maxwell Belt is a financial advisor at Mariner with a Series 65 credential and two years of industry experience. His prior roles include positions at Langar Holdings and Baird. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and access to various pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Russell Truesdale is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience, including prior roles at PNC Bank and PNC Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of affiliated and third-party sub-managers and emphasizes percentage-of-AUM wrap fees alongside strategic and tactical asset allocation.

Marcus Graham is a CFP® professional with three years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles with Northwestern Mutual Wealth Management Company and several other firms. He also operated a photography business for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement investment strategies.

James Porter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Countybank, First Citizens Investor Services, and Truist. Outside of his advisory work, he is co-owner of a direct sales and leadership development business affiliated with Amway, where he is involved in customer service and team leadership. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering advice programs that emphasize asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and manages a large client base primarily through non-discretionary investment programs.