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.

Cristi Stiles is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and seven years of industry experience. She has worked at Truist Advisory Services since 2021 and previously at Merrill Lynch from 2015 to 2018. 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 and non-discretionary strategies, supported by third-party platforms and an AI-enabled Equity Research team, to manage investment solutions and fiduciary responsibilities.

William Brobson is a Series 66-registered financial advisor with Bankers Life Advisory Services, Inc. in Greenville, SC, with six years of industry experience. He has been with Bankers Life and its affiliated entities since 2018, including prior work at Toyota of Greer. In addition to his advisory role, he is also licensed as an insurance agent with Bankers Life and Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Michael Doherty is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and TD Bank. Outside of finance, his background includes positions with Maine Health and involvement in collegiate athletics. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation through affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Jacob Moss is a financial advisor at Voya Financial Advisors, Inc. in Greenville, SC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures emphasizing non-discretionary recommendations.

Daniel Steele is a financial advisor at NewEdge Advisors with 16 years of industry experience. His prior roles include positions at Bank of America and Merrill. He holds Series 63 and Series 66 designations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing both in-house and third-party strategies with ongoing due diligence and technology-supported solutions.

Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Sara Downing is a Series 66-licensed financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, with one year of industry experience. She has previously held roles at First Citizens Bank & Trust Company, Entegra Bank, and Synovus Bank, totaling over a decade in financial services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm uses a client-centered approach that integrates fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Cody Mann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and three years of industry experience. He previously worked at FinTrust Capital Advisors, LLC and LPL Financial Holdings, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Benjamin Shaver is a financial advisor with Truist Advisory Services in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Abelian Partners and Terrapin Beer Company. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms, and integrates inter-affiliate resources to deliver its AMC Advantage manager-selection program.

Jessica Jimenez is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. She has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2021, with prior experience at Truist and Wells Fargo. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Roger Repasky is a CFP®-certified financial advisor with four years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Baird and LPL Financial. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active managers guided by quantitative and fundamental research.

Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the Series 66 designation and has worked with TD Bank N.A. in various capacities since 2023. Outside of his advisory role, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third‑party sub‑managers.

Victor Alfieri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial, SEI Investments, Morgan Stanley, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account solutions. The firm’s advisory model is fiduciary-based, combining client goals with options from a range of third-party strategists and technology platforms.

Brandon Gilliam is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Equitable Advisors, Sanders Wealth Management, and Cetera Advisor Networks. Outside of advising, he owns and operates Gilliams Landscape Management and serves as a commissioned notary public. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory and financial planning services with a hybrid adviser/broker-dealer structure that provides access to alternative investments, lending solutions, and a distinctive service and distribution model.

Karl Rothhaar is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Advisory Group, Park Avenue Securities, and Guardian Life Insurance Company. Rothhaar serves on the board of directors for the Cottages of Harrison Bridge East HOA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Shane Kendrick is a CFP® professional with 17 years of industry experience, currently with The Huntington Investment Company. His prior roles include positions at Truist Advisory Services and BB&T. He serves as treasurer and board member for Safe Harbor, Inc. and is a board member at YMCA Camp Greenville. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers and proprietary Private Bank strategies.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

Jason Brown is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and several other financial institutions. 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 platforms and AI-enabled research tools.