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.

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 with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 10 years of industry experience and has previously worked at Equitable Advisors, Sanders Wealth Management, and Cetera Advisor Networks. Outside of his advisory work, he owns a landscape management business and is commissioned as a notary public. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates under a hybrid adviser/broker-dealer structure, delegating investment analysis and account management to its representatives while maintaining firm supervision.

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.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

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.

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

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.

John Hyatt is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals and adapt to changing market conditions. John focuses on areas including college education planning, corporate executive services, family wealth management, legacy planning, and socially responsible investing. John holds a Bachelor's Degree from The Citadel and has earned the Personal Investment Advisor (PIA) designation. He is committed to helping clients pursue their long-term goals while managing risk effectively. In addition to his professional work, John is actively involved in his community as a youth baseball coach. He also enjoys personal interests such as baseball, fishing, football, golfing, hunting, reading, and spending time with his family.