William Cox is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Cox, Klugh & Company and PKS Investments. Cox also spent nine years at Clemson University. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, using a customized, primarily long-term investment approach that includes ETFs, mutual funds, and other securities.

Shane George is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2014. 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 TDIS clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Robert Wallace II is a CFP® professional with 18 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer and Board Member for Calvary Home for Children and is a director of the Anderson Aviation Association Charitable Fund. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Carter Groomes is a Series 66-licensed advisor with \u0026PARTNERS in Clemson, SC. He has one year of industry experience and has previously worked at Renovo Financial and Lima One Capital. \u0026PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies across discretionary and non-discretionary accounts and operates as both a registered investment adviser and broker-dealer.

Alexavier Mc Rae is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He has been with Empower since 2026 and has prior experience in educational and sports organizations. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Darien Swenson is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Swenson serves on the finance committee for Habitat for Humanity in Spartanburg, SC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset types.

Glenn Interiano is a financial advisor with Truist Advisory Services in Clemson, SC, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior roles include positions with Wells Fargo and J.P. Morgan. Outside of his advisory work, he serves as treasurer for a religious organization in Lexington, GA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager‑selection programs, implementing advice through discretionary and non‑discretionary approaches with integrated inter‑affiliate resources.

Holland Church is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fintrust Capital Advisors and FinTrust Brokerage Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Clarence Senn Jr. is a financial advisor at Truist Advisory Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist since 2012, including prior roles at Bb&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and an Equity Research team that employs AI-enabled tools.

Margaret Dill is a financial advisor with Benjamin F. Edwards & Company, Inc. in Clemson, SC, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including four years at Wells Fargo Clearing before joining Benjamin F. Edwards in 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management utilizing both proprietary and third-party strategies.

William Senn is a financial advisor at Truist Advisory Services with a Series 66 designation and approximately one year of industry experience. Prior to his advisory role, he served in the United States Air Force from 2018 to 2026 and worked at the Medical University of South Carolina for four years. 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.

Alex Vassey is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and 17 years of industry experience. He has operated Vassey Financial Planning and Investments since 2016 and has been with Commonwealth Financial Network since 2011. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad range of managed account programs, third-party asset manager access, and back-office support services, including trading, reporting, and custody.

Katherine Steifle is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at State Farm VP Management Corp and Ron Haskell Insurance Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Thomas Campbell V is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Oakwood Capital Securities, 49 Wealth Management LLC, and Purshe Kaplan Sterling Investments. Campbell is also a licensed insurance agent assisting clients with fixed insurance needs. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Andrew Howard is a Series 65-licensed advisor with Carson Wealth based in Seneca, SC. He has one year of experience in the financial industry, including roles at Crescent Financial Advisors and Sun East Federal Credit Union. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Timothy Williamson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and over 34 years in the industry. He previously worked at Equitable Advisors and AXA Advisors, LLC for more than two decades each. Outside of his advisory role, he is involved in several nonprofit organizations, serving as Chairman of the Anderson County Museum board and President of the South Carolina chapter of NAIFA, and he also manages a family farm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for its clients.

Juliet Penna is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and five years of industry experience. She has worked with LPL Financial, Blackbridge Financial, and Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and participates as a county poll worker in Pickens, SC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs a network model of advisory representatives and utilizes technology platforms to support portfolio management and estate planning.

Olivia Boyd is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. Outside of finance, she has been involved with Habitat for Humanity International and has experience working in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

William Jones Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Advantage Investment Management LLC and LPL Financial, LLC. Jones is the owner of Foothills Wealth Management in Greenville, SC. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides account implementation across multiple platforms and custodians.

Walter Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Washington National for two years and owns a cleaning business, Optavise Cleaning Solutions LLC. He was also a full-time student from 2013 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.