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.

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.

William Barham is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Vanguard, Cetera Investment Services, Regions Bank, and Park Avenue Securities. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent, booking, and marketing for musicians and events. He also serves as a board advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, where Mr. Barham is currently affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs utilizing both proprietary and third-party strategies.

Joel Reichard is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Bank N.A. and served in the United States Marine Corps Reserve. Outside of finance, Reichard owns and operates a Rita's Italian Ice franchise. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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 with NewEdge Advisors in Greenville, SC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining NewEdge Advisors and NewEdge Securities in 2022. Hendrix serves as treasurer on the Greenville Zoo Foundation Board, where he manages budgeting, financial reporting, and risk management. 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 and consulting, using asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

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.

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® certified financial advisor with three years of industry experience, currently serving clients at Truist Advisory Services in Greenville, SC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other advisory firms. Outside of his financial advisory career, he operated Graham Photography for ten years. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

James Porter is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at Transamerica Investors Securities, Transamerica Life Insurance Company, Countybank, First Citizens, Truist, as well as non-financial positions at Chick-Fil-A and Sherwin Williams. Outside of financial advising, he is co-owner of Bloom Wellthy, a direct sales and leadership development business. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice, retirement guidance, and portfolio management supported by Morningstar Investment Management's proprietary tools and model portfolios.