Wayne Carrick is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2021 and US First Federal since 2015. Outside of advisory work, he is also active as an insurance agent specializing in fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

James Ferro is a financial advisor at Mariner with a Series 65 designation and one year of industry experience. His prior work includes roles at North Greenville University, The Cliffs at Glassy, Walmart, and Publix. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and integrated tax and administrative services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with a notable emphasis on tax and accounting integration.

Sarah Christenson is a CFP® professional with one year of experience, currently with Creative Planning in Taylors, SC. Her prior work includes roles at Frontline Missions International, Blue Trust, and Bob Jones University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Kyle Puckett is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at TD Bank N.A., Equitable Advisors, Hilton Displays, and Mosquito Joe. 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, offering portfolio management, financial planning support, and a range of investment options through strategic and tactical asset allocation.

Adam Satterfield is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Empower, he worked at TIAA and TIAA-CREF from 2018 to 2025. Outside of finance, he was involved with the Latin American Chamber of Commerce of Charlotte in 2018 and served at the Second Baptist Church of Kings Mountain from 2017 to 2022. 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 retail brokerage account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

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.

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.

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.

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.

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.

Cody Leopard is a financial advisor at Mass Mutual Investors Services with credentials including Series 63 and Series 65 and one year of industry experience. Prior to joining Mass Mutual, he worked at First Command Advisory Services and related entities. He is also a co-owner of Leopards Property LLC, where he manages bookkeeping and communications. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved software and offers specialized programs, including a standalone Divorce Planning service.

Chase Holmes is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at Saybrus Equity Services, LLC and Prudential Insurance Company of America. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Stanley Dominey is a financial advisor with Mass Mutual Investors Services in Landrum, SC, holding CFP® and ChFC® designations and has 42 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1984. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, annual planning engagements using firm‑approved software and offers specialized planning programs including divorce planning and estate settlement.

Andrew Weinkle is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brecken Kanz is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has professional experience as a design engineer at Michelin since 2019. Outside of his advisory role, he participates in continuing education for licensed contractors and works as a business consultant providing referrals for management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Lisa Murphy is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has worked at LPL Financial since 2020, following prior roles with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Evelyn Harker is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has previously worked at EarthSoft and Jacobs. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of investment strategies and advisory services under a fiduciary standard.

Jason Wagner is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Brent Railey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities and JP Morgan Chase Bank since 2021 and previously served at Advised Assets Group, LLC and GWFS Equities, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.