Dena Wofford is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has 19 years of industry experience and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various wrap and advisory programs.

Ronald Raines is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory role, he is the managing director of Romeo Romeo, LLC, an aircraft ownership and lease business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients and offers brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Alex Fiedler is a CFP® professional with 8 years of experience in financial advisory services. He is currently with Truist Advisory Services and has held various roles within Truist Investment Services and BB&T since 2018. Prior to his advisory career, he worked at Clemson University and with the Greenville Drive. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support portfolio management and oversight.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has worked within multiple related Transamerica entities since 2015. Trout has indicated plans to enter residential property investment to generate rental income in the future. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s approach relies on proprietary software and third-party experts for portfolio construction and oversight, focusing primarily on asset allocation and retirement guidance for a large client base.

Veronica Pinckney is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at GWFS Equities, Inc. and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Michael Carson is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Carson serves on the board of the Hope Center for Children in Spartanburg, SC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.

Steven Ford is a CFP® and Series 66 registered advisor with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Artisan Wealth Advisors, Alliance Wealth Partners, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services through a combination of passive and active investment strategies guided by an internal Investment Committee.

William Lanford is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First Citizens, he operated Lanford Consulting for nine years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Mccraw is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also associated with Midwest Financial and Strategic Financial Concepts. Outside of finance, he is a partner in Lieu's Asian Bistro, a franchising restaurant concept. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs and integrates services through its affiliates, utilizing a range of in-house and third-party investment solutions.

Robert Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds the Series 66 license and is based in Landrum, South Carolina. Outside of his advisory role, he is involved with Calmwater Advisors, a fixed insurance sales business conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving individual and institutional clients with a range of investment options and back-office services.

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.

Rebekah Bennett is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Before her financial services career, she operated a photography business for 18 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm offers point-in-time financial plans and optional managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

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.

Aprenea Mccutchen is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and a Series 66 designation. She previously worked at Wells Fargo Clearing Services and Merrill Lynch, and has held roles at multiple firms within Janney Montgomery Scott since 2021. Outside of finance, she has been involved with Jenny Craig since 2018. 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory programs.

Matthew Cox is a CFP® professional with five years of industry experience, currently serving at Kestra Advisory Services, LLC. His prior experience includes roles at Cetera Advisors LLC, Burgdorf Wealth Managers, and the U.S. Army. Outside of financial advising, he is licensed as an insurance agent specializing in disability insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Scott Mcdowell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining Lincoln Investment in 2025, he spent over two decades with Horace Mann Insurance and Horace Mann Investors, Inc. He is also president of McDowell Insurance & Financial Services, Inc. Lincoln Investment serves individuals including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

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.

Dylan Brooks is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. Prior to joining Wealth Enhancement, he held positions at Raymond James Financial Services Advisors, Artisan Private Wealth, and Newell Brands. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Lindsay Chandler is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is a Notary Public in Spartanburg, SC. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.