Lisa Nelson is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has worked at TD Bank N.A. since 2023, following tenures at TD Private Client Wealth LLC and M&T Bank. 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 (US) clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party sub-managers.

Henry McGee is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and with 23 years of industry experience. His career includes roles at Generational Financial Partners LLC, Financial Resources, LLC, and New York Life, dating back to 2002. Outside of his advisory work, McGee volunteers as a basketball coach for St. Paul's Church and serves on the boards of the YMCA and St. Francis Hospital Advisory Board. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis, working with a broad range of clients including corporate and charitable entities within an integrated New York Life affiliate structure.

Cody Morris is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at TD Bank N.A., Palmetto Real Estate Group, LLC, and Ingles Markets. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Bethany Thompson is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds a Series 66 credential and has previously worked at FinTrust Capital Advisors, LLC and LPL Financial LLC. In addition to her advisory role, she is also a licensed notary public in Greenville, SC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies through an internal Investment Committee.

Kristin Christofferson is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Kristin has been associated with Eagle Strategies since 2014 and concurrently works with Wyatt Brothers Financial LLC. She is also involved as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Philip Brice is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His prior roles include positions at LPL Financial, United Community Insurance, FinTrust Capital Advisors, and GNI Capital. He is also involved with PHB Holdings LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research.

Yazan Atra is an advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Concentrix Corporation. Prior to his financial services career, he was involved with Yaz Motors LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients through both U.S. and cross-border channels.

Asher Hoopes is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, MassMutual Life Insurance Company, Lowe's, Turnkey Financial, and OneMain Financial Services. Outside of his advisory role, he is the owner of a home and garden pop-up boutique called Dwell and Daisy. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with portfolios constructed from affiliated and third-party sub-managers.

Cynthia Thackham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Truist and its predecessor firms since 2006. Outside of her advisory role, she serves as Treasurer for the Episcopal Church Women's group, which organizes annual fundraising activities for outreach ministries. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Jerrell Smith is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Edward Jones and Neighborhood Legal Services Association before joining PNC Investments. Prior to his financial advisory career, he worked at The GAP for 13 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented via mutual funds and ETFs with annual rebalancing.

Nicole Grellman is a financial advisor with Fifth Third Securities, Inc. in Simpsonville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Fifth Third Securities and Fifth Third Bank since 2011. Fifth Third Securities serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage channels. The firm offers a range of investment programs on its Passageway Managed Account platform, including mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Benjamin Stocum II is a Series 66-licensed financial advisor with eight years of industry experience. He has worked with First Command Financial Planning, Inc. since 2017 and previously was employed in the furniture retail sector at Broad River Furniture DBA Ashley Furniture. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular 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 select and monitor model portfolios and third-party managers on behalf of clients.

Kyle Conwell is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 66 designations and one year of industry experience. Prior to his current role, he worked at TD Bank N.A. and has held various positions in education, including teaching roles at Pope John Paul II Catholic High School and Centennial Middle School. 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 utilizes a combination of affiliated and third-party sub-managers within its portfolios and offers a cross-border advisory model for certain U.S. clients.

Archibald Hardy is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at FinTrust Capital Advisors and Primetrust Advisors. Outside of his advisory work, he serves as chairman of the endowment committee and finance committee member at Grace Episcopal Church in Camden, SC, and is a director of the Carolina Cup Racing Association, where he acts as a community advocate for steeplechase races. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Catherine Lane is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise and Woodforest National Bank. 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, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Edward Blackburn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at LPL Financial and United Community Insurance, Inc., among others. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Louis Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has previously worked with Cambridge Investment Research Advisors and operates as co-owner and president of Heritage Financial Advisory Group. Desepoli also serves as co-trustee for six non-client trusts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

William Gordon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at FinTrust Capital Advisors, LLC, United Community Insurance, Inc., and operating his own CPA practice. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by quantitative and fundamental analysis overseen by an internal Investment Committee.

Alexander Stoner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Greenville, SC. He began his advisory career in 2025 and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he operated a mobile detailing business for several years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through its TD Managed Portfolios and employs both affiliated and third-party investment managers in its portfolio construction.

David Lewis is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC in Greenville, SC. His prior experience includes roles at FinTrust Capital Advisors, LLC and LPL Financial. Outside of his advisory work, he is involved in consulting through Coleman Research Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research utilizing quantitative and fundamental analysis.