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.

Veronica Pinckney is a financial advisor with Empower Advisory Group in Spartanburg, SC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her career includes roles at GWFS Equities, Inc. since 2022 and Prudential Investment Management Services, LLC since 2008. 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 integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

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.

Michael Baloy is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at BB&T Securities and Truist Investment Services. Outside of advising, he is the sole proprietor of Baloy Holdings LLC, an investment vehicle focused on cloud storage infrastructure. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches, utilizing third-party platforms and AI-enabled research tools as part of its investment and manager-selection processes.

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 with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has been associated with First Citizens Bank and First Citizens Investor Services since 2019 and previously operated Lanford Consulting for nine years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process led by investment advisor representatives that incorporates fundamental, quantitative, and technical analysis across various asset classes.

David Mccraw is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has worked at Ameritas and affiliated entities since 2005, with prior experience at Wells Fargo Clearing. In addition to his advisory roles, he is a partner in Lieu's Asian Bistro, a restaurant franchise. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies involving model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

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 eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TIAA from 2018 to 2025. Outside of his advisory career, he has held roles with the Latin American Chamber of Commerce of Charlotte and the Second Baptist Church of Kings Mountain. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated service delivery through Empower’s administrative platforms.

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.

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.

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.

Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jeffery Paddyfote is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo and BB&T Securities. Outside of his advisory work, he is the sole owner and president of a non-operational entity. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and operates with approximately 3,935 advisors and $15.5 billion in assets under management.