Charles Crews Jr. is a financial advisor at Fortis Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Crews Financial Advisors, Arkadios Capital, Wealth Management Advisors, Triad Advisors, and SFA Financial. In addition to his financial advising career, he practices law focusing on estate planning and probate, and serves as a board member for the South Carolina Transplant Foundation. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of investment strategies including passive, active, and ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Kenneth Millar is a financial advisor at Saxony Capital Management, LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Cabin Securities, Inc. and Peak Realty Advisors LLC, where he remains involved in real estate brokerage. Millar also serves as an Arizona Republican Party Precinct Committeeman. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model and employs a variety of investment strategies, including discretionary asset management, third-party manager due diligence, and model-based approaches through sub-advisors.

Joseph Carter is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at IAMS Wealth Management and Palmetto Senior Benefits. Carter is also the owner of J. Carter & Associates, where he is involved in life and health insurance, annuities, and property and casualty services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and offers services including asset management, financial planning, and retirement-plan fiduciary management through a network of approximately 97 advisors.

Joshua Speese is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes positions at Wells Fargo Bank NA, Wells Fargo Advisors, Bank of America, and Merrill. 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 investors, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a seasonal guest advocate in retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Joel Swaney is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Bank of America from 2010 to 2021 before joining TD in 2021. Outside of his advisory role, he is co-owner of the podcast Cartoon Dumpster Dive, where he discusses classic cartoons and provides historical context. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third‑party managers.

Annie Rice is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. She previously worked at Oppenheimer & Co Inc for twelve years before joining TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm uses a combination of affiliated and third-party managers within its portfolio construction and employs a wrap-fee billing approach.

Jeffrey Stone Jr. is a CFP® professional with 19 years of industry experience. He is currently with NewEdge Advisors and has previously worked at LPL Financial and Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Michael Crump is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He is currently with Kestra Advisory Services, having previously worked at Truist and BB&T in various advisory and investment services capacities. Outside his advisory work, he serves as a Senior Master Sergeant in the U.S. Air Force with the 560th RED HORSE Squadron, which performs heavy construction in austere and hostile locations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and various managed solutions, including services tailored to large institutional investors such as sovereign wealth funds.

Megan Briscoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and approximately one year of industry experience. Her prior roles include positions at J Biance Wealth Management, J Biance Financial, Purpose Equity, D'Alberto Graham & Grimsley, and the Neumann Law Firm. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, serving a large number of clients through a standardized platform approach.

Jeremy Weight is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments for 15 years. 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 connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Erin Despres is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors and SunTrust Investment Services prior to Truist. Outside of her advisory work, she is a sales consultant for nutritional supplements and environmentally friendly cleaning products. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates AI-enabled equity research, serving clients through a multi-affiliate platform.

Edwin Waingart is a CFP® with 24 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2019. Prior to Janney, he spent six years with Raymond James & Associates. He serves as president of the Exit Planning Institute’s Greenville chapter, a local professional advisory network. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm offers a broad range of services to individuals, families, institutions, and municipalities through a combination of in-house and third-party portfolio management, as well as brokerage and advisory programs.

Randall Coan is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Advisors. Outside of finance, he is involved in several business ventures, including a brewery, remodeling and tile work, and voiceover media. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm blends strategic and tactical asset allocation using both affiliated and third-party managers and offers a range of portfolio management and financial planning services.

Thomas Ownbey is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has worked in various roles within Truist and its predecessor firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that blends discretionary and non-discretionary strategies with third-party platforms and AI-enabled research tools.

Michael Helms is a CFP® and PFS™ with 23 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at WealthShield Partners, LLC and Evergreen Financial Services, Inc. Helms is also a licensed accountant and provides CPA and tax services to clients. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active management overseen by an internal Investment Committee and manages over $122 billion in assets through a large advisor network and multiple program options.

David Wyatt II is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and operates Wyatt Brothers Financial LLC since 2013. Wyatt serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

John Griz is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Centaurus Financial since 2017, following a four-year tenure at Cambridge Investment Research Advisors, Inc. Outside of his advisory role, he drives for Uber in Simpsonville, SC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a platform that supports both discretionary and non-discretionary arrangements.

David Schabacker is a financial advisor with SPC in Simpsonville, SC, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Chemical Bank, Cetera Investment Advisors LLC, Talmer Bank and Trust, and LPL Financial. In addition to his advisory work, he assists school employees with benefits enrollment on a part-time basis. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Jackson King is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including First Citizens Investor Services, Wells Fargo, and Hammond Iles Wealth Advisors. King is based in Greenville, SC. 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 custody through third-party custodians. The firm’s investment approach combines strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers.