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.

Donna Morris is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with First Citizens Investor Services since 2016 and is also an officer and director of Mo Ho Inc., a family business involved in extended vehicle warranty reinsurance related to a Ford dealership. Donna is based in Lyman, South Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a broad range of investment options and financial planning, with a client process focused on tailored assessments and diversified asset allocation.

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.

Anthony Panuccio is a financial advisor at NewEdge Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years. Panuccio serves as a trustee of a family trust. 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, using asset allocation across mutual funds, ETFs, and individual securities.

John Whitmire is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Eagle Strategies since 2012 and has prior experience with Mahoney Financial Organization, LLC. Outside of his advisory role, he owns a commercial cleaning company. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Steven Broughton is a CFP® professional with over 31 years of industry experience, currently serving with Kestra Advisory since 2017. Before joining Kestra, he worked at Sii Investment Inc for 10 years. He is also president of BFG Advisors Wealth Management, where he oversees planning and investment activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Thomas Miller is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. Outside of advisory services, he is involved in life and health insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and offers access to alternative investments and affiliated wealth management capabilities.

Joseph Schofield III is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2021 and concurrently operates an operational cattle farm through JDS Holdings, LLC. Prior to his current role, he has been involved with Cda Group since 2009. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach using proprietary due diligence and offers a range of services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Alan Spilker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He joined Benjamin F. Edwards in 2020 after four years at Raymond James & Associates. Spilker serves as a board member of the Spilker Family Foundation, a private family charitable foundation in Greenville, SC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Matthew Luke is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Southeast Retail, Bottles Beverage LLC, and Clemson University among others. He has experience working in both educational and retail sectors outside of financial services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Shannon Burgess is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Merrill Lynch, Guardian Life Insurance Company, Park Avenue Securities, and Madison Avenue Securities. 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, utilizing a combination of affiliated and third-party sub-managers within a platform supported by Envestnet and custodial services through Pershing.

Robert Clanton is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. He holds Series 63 and Series 65 credentials and has 35 years of industry experience, including longstanding roles with New York Life Insurance and NYLIFE Securities. Outside of his advisory work, he is involved in insurance brokering with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of advisory programs tailored to client objectives, with most assets managed on a non-discretionary basis.

Christopher Nicholson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at TIAA-CREF and Global Financial Private Capital. Mariner provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers discretionary, customized portfolios supported by an internal investment team and third-party managers, alongside integrated tax and accounting services and a range of operational capabilities such as Core Family Office services and employer financial-wellness tools.

Michael Bostick is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with New York Life and its related entities since 2002 and currently operates Financial Resources, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively within an integrated New York Life affiliate structure.

Emil Sheikh is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including JP Morgan Chase Bank, Wells Fargo, and Bank of America. Sheikh is based in Greenville, SC. 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’s portfolios combine strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms from Envestnet and custody services from Pershing.

Stacey Payne is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and 66 licenses and bringing 27 years of industry experience. She has worked with Truist Advisory Services and its affiliated entities since 2018, following a long tenure with Bb&T Investment Services dating back to 1998. Outside of her advisory role, Payne owns a commercial property rented to a family member and holds ownership of a flooring business in her name, though she does not actively participate in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm’s approach combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

John Mccallum Jr. is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding the ChFC® and Series 63 designations. He has 32 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations, primarily manages assets on a non-discretionary basis, and works within an integrated New York Life affiliate structure.