Holly Camp is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization and its predecessors since 2005. Outside of her advisory role, she is involved in managing multiple short-term rental properties with her husband. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach that integrates client goal-setting, manager selection via the Envestnet platform, and ongoing research and monitoring supported by AI-enabled tools.

Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting through its extensive network of affiliated financial relationships.

Tonya McMahon is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Janney Montgomery Scott since 2025 and previously spent nine years with Wells Fargo Clearing. Janney Montgomery Scott is a large 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, planning, and advisory services supported by both in-house and third-party portfolio management.

Joseph McCoy is a financial advisor with First Citizens Investor Services, Inc. in Rock Hill, SC, holding Series 65 and Series 63 credentials and has five years of industry experience. His career includes roles at First Citizens Bank and Fifth Third Bank. First Citizens Investor Services serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services that include portfolio management, model portfolios, and a Guided Investing platform. The firm emphasizes an IAR-led client process, utilizing fundamental, quantitative, and technical analysis for asset allocation.

Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.

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.

Deanna Strean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience and a Series 66 designation. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Carolina Capital Consulting, Contrary Investment Advisors, and Strean Financial Services. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, tax and compliance support, family office and business management, and employee benefit retirement plan services. The firm employs a long-term investment approach that integrates active and passive strategies, third-party managers, and private funds, customizing portfolios to clients’ specific risk tolerance, liquidity, and tax circumstances.

Leslie Ortiz Quiroz is a CFP® with seven years of industry experience currently with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, Leslie worked at Wealth Enhancement Group, Carroll Financial Associates, Vertex Capital Advisors, and Charanda of Fort Mill. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans, providing investment management, financial planning, tax and compliance support, family office and business management, as well as employee benefit retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture that integrates active and passive strategies, third-party managers, and private funds tailored to clients’ specific risk, liquidity, and tax circumstances.

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.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

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.

Jonathan Camp is a financial advisor with Truist Advisory Services in Gastonia, North Carolina. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at BB&T Securities, SunTrust Bank, and Truist Investment Services. Outside of his advisory work, he manages several rental properties. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research tools and partnerships, including the Envestnet platform, to support its clients’ investment and retirement planning needs.

Travis Aiken Jr. is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, Wells Fargo Bank, and First Citizens Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional and AI-enabled research tools and offers client support through ongoing reviews, reporting, and consultations.

Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning 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.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has teaching experience at Coastal Carolina University, Campbell University, and Carolina Forest High School. 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 businesses. The firm emphasizes IAR-led assessments of financial needs and risk tolerance, employing fundamental, quantitative, and technical analysis to manage diversified portfolios.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at LPL Financial, R.J. Schrift Private Asset Management, and Armfield Wealth. Outside of financial services, he owns PGM Detailing, a home-based business. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives providing both discretionary and non-discretionary portfolio management, utilizing a variety of investment strategies and technology platforms.

Norman Grant is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has previously worked at firms including Commonwealth Financial Network and Edward Jones. Grant is also the owner of Grant Capital, LLC, which facilitates securities, advisory, and insurance business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advisors with a range of discretionary and non‑discretionary investment strategies.

Matthew Bennage is a financial advisor with LPL Financial, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Commonwealth Financial Network and Weller Financial Group. He is also the owner of MDB Wealth Advisory, LLC, a private entity involved in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Fields Auto Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.