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.

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.

Jonathan Charles is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked at SunTrust Advisory Services and Suntrust Investment Services since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

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 licenses and bringing 23 years of industry experience. Prior to joining Lincoln Investment in 2025, he spent over two decades with Horace Mann Insurance and Horace Mann Investors, Inc. He is also president of McDowell Insurance & Financial Services, Inc. Lincoln Investment serves individuals including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Anu Mahajan is a financial advisor with First Citizens Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. Her prior work history includes roles at Wells Fargo Advisors and Synovus Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs a mix of fundamental, quantitative, and technical analysis to guide portfolio allocations.

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 Series 66 registered financial advisor at Truist Advisory Services with 12 years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent seven years with BB&T Securities. 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 platform and manager arrangements, to deliver its AMC Advantage manager-selection program.

Cristina Gerrald is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Janney, she worked at UBS Financial Services and TD Bank. She is involved in several community activities, including serving on the Clemson University Women's Alumni Council and co-hosting the Caroline Business Leaders podcast. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage, financial planning, and advisory services, delivering investment advice through a combination of in-house and third-party management across multiple programs.

William Schoffelman is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Integrated Wealth Concepts, Lincoln Financial Advisors Corporation, and Charles Schwab & Co., Inc. Schoffelman is based in Travelers Rest, South Carolina. 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 operates through an integrated model linked 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 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.

Graham Howle Jr. is a financial advisor at NewEdge Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Sentinel Spark and The Citadel. He has also been involved with the Greenville Drive Baseball Team. NewEdge Advisors is an enterprise-scale 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 broad range of portfolio management, financial planning, retirement consulting, and access to advisory programs with a focus on centralized due diligence and technology-driven solutions.