Jacob Moss is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked previously with LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he has experience at Clemson University and various service roles. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides diverse financial planning and portfolio management services through multiple program structures, offering both discretionary and non-discretionary investment advice.

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 financial advisor at First Citizens Investor Services, Inc. holding a Series 66 designation. She has seven years of industry experience with prior roles at Entegra Bank and Synovus Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, emphasizing IAR-led assessments and a mix of fundamental, quantitative, and technical analysis in portfolio allocation.

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 one year of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. and Uber. Outside of his advisory work, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm emphasizes strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Victor Alfieri is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC and SEI Investments. He also provides administrative support to Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and model portfolios.

Brandon Gilliam is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Equitable Advisors, Sanders Wealth Management, and Cetera Advisor Networks. Outside of his advisory role, he owns a landscaping business and serves as a commissioned notary public. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a range of service models including discretionary and non-discretionary arrangements.

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.

Kevin Botsford is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked at Bank of America since 2009 and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roland Baird is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ and Series 63 designations and bringing 28 years of industry experience. He has worked with various firms including Greene, Finney, Cauley, CPA's LLC and Cox, Cauley, Richardson CPA's LLC. Outside of advising, he owns Baird Photography, a small photography business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies with a range of program options across discretionary and non-discretionary authorities.

Aubrey Mangrum is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at BB&T/Truist for six years. Outside of his advisory role, he serves as a consultant and referee for the South Carolina Basketball Officials Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Stone is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Advisors Financial Network since 2026. Outside of her advisory career, she owns and manages a ladies boutique and an ice cream and candy shop in Easley, South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial product offerings.

Brett Weldon is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial since 2026. His prior experience includes six years at Morgan Stanley Smith Barney LLC and roles at Lizard Thicket Boutique, Cru, and Renasant Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Johnny Peden III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a general partner in multiple farm operations based in South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.