Tonya McMahon is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. McMahon has been with Janney Montgomery Scott since 2025. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Joseph Mc Coy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His career includes positions at First Citizens Investor Services and First Citizens Bank, as well as prior experience at Fifth Third Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm offers various investment solutions including portfolio management, wrap programs, model portfolios, and automated Guided Investing, focusing on client assessments of financial needs, risk tolerance, and time horizon.

Paula Oates is a financial advisor with Truist Advisory Services in Rock Hill, South Carolina. She holds Series 63 and Series 65 licenses and has 24 years of industry experience. Her career includes multiple roles at Truist Investment Services and its predecessor entities dating back to 2017. 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, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Robin Oles is a financial advisor with TIAA-CREF in Rock Hill, SC, holding a Series 66 designation and 15 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm acts as adviser to a donor-advised fund and provides a range of investment advisory services using both model and customized portfolios.

Kevin Harper is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 designations and 19 years of industry experience. His career includes roles at First Citizens Investor Services and First Citizens Bank, as well as positions at Princor Financial Services Corporation and Principal Life Insurance Company. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, wrap programs, model portfolios, an automated Guided Investing platform, and tax-aware services, focusing on client assessments led by investment advisor representatives and employing a mix of fundamental, quantitative, and technical analysis.

Catherine Sherer is a financial advisor with Eagle Strategies (NY Life) based in Rock Hill, SC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Family Trust FCU and NYLIFE Securities, LLC. Outside of her advisory work, she is a notary public. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordon Accetta is a financial advisor with Eagle Strategies (NY Life) in Rock Hill, SC, holding Series 63 and Series 66 credentials and having eight years of industry experience. He is also the owner of 1852 Financial Group LLC, where he brokers non-registered insurance products and sells New York Life products and services. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, often working with institutional plan sponsors within the New York Life affiliate structure.

Jennifer Davis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 20 years of industry experience. Her prior work includes eight years at LPL Financial and four years with Independent Advisor Alliance. Outside of her advisory role, she designs printable templates for clients, and she also engages in pet sitting and participates in independent survey taking. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and integrates affiliate services including Truist Investment Services and Truist Bank features.

Adam Schorr is a financial advisor with Private Advisor Group, LLC and PAG Financial, LLC, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at LPL Financial from 2009 to 2023. Schorr also provides administrative support within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through both proprietary and third-party platforms. The firm employs a fiduciary-based advisory model, utilizing multiple investment methods and often implementing strategies via third-party managers and TAMPs.

Nicole Cope is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Ally Invest Advisors, Ally Invest Securities, and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Daniel Johnson is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2026. His prior experience includes roles at Osaic Wealth Inc., SagePoint Financial, Inc., LPL Financial, and TIAA-CREF. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model supported by technology platforms and a mix of investment strategies, often implementing advice through third-party managers and TAMPs.

Jennifer Ledford is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Branon Pope is a financial advisor with Edward Jones in York, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at North Western Mutual and was involved in the golfballs.com business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

William Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Southern Commercial Real Estate LLC and Capital Investment Advisory Services, among others. He is also involved with W. Frank Simpson LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Joshua Beckham is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the Chester County School District for six years. Beckham is also involved in property investment as a rental property owner in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was with First Citizens Investor Services and First Citizens Bank beginning in 2017, and earlier at Park Sterling Bank. Outside of his advisory work, he has reported occasional activity as a food delivery driver. 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 strategies, separately managed accounts, and affiliated mutual funds.

Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.