Allen Secor Jr. is a financial advisor at GWN Securities Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of his advisory work, Secor serves as president of a marketing company, is a director of a charitable foundation, manages a family humanitarian project organization, and performs as a bass trombone musician in big bands. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including legacy market-timing and momentum-based strategies.

Dena Wofford is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has 19 years of industry experience and has worked at Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various wrap and advisory programs.

Susan Crump is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Truist and its predecessor firms since 1998, including roles at Bb&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Raines is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2022. Outside of his advisory role, he is the managing director of Romeo Romeo, LLC, an aircraft ownership and lease business. 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 diverse range of clients and offers brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

John Gifford is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently an advisor at NewEdge Advisors and has held positions at LPL Financial and Crescom Bank. His background includes managing investment-related activities under various entities connected to his advisory work. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through independent investment adviser representatives, emphasizing centralized due diligence and technology-supported investment solutions.

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 at Empower Advisory Group with 19 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at GWFS Equities, Inc. and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First Citizens, he operated Lanford Consulting for nine years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

David Mccraw is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and is also associated with Midwest Financial and Strategic Financial Concepts. Outside of finance, he is a partner in Lieu's Asian Bistro, a franchising restaurant concept. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs and integrates services through its affiliates, utilizing a range of in-house and third-party investment solutions.

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.

Wayne Carrick is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2021 and US First Federal since 2015. Outside of advisory work, he is also active as an insurance agent specializing in fixed insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement plan consulting using a variety of portfolio management approaches and access to multiple custodial platforms and third-party programs.

Mitchell Briggs is a financial advisor at &PARTNERS with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years. &PARTNERS serves a diverse range of clients, including individual investors, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services along with financial planning, ERISA consulting, and investment banking, utilizing a combination of proprietary models and third-party manager solutions through the Envestnet platform.

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.

Sarah Christenson is a CFP® professional with one year of experience, currently with Creative Planning in Taylors, SC. Her prior work includes roles at Frontline Missions International, Blue Trust, and Bob Jones University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Adam Satterfield is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Empower, he worked at TIAA and TIAA-CREF from 2018 to 2025. Outside of finance, he was involved with the Latin American Chamber of Commerce of Charlotte in 2018 and served at the Second Baptist Church of Kings Mountain from 2017 to 2022. 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 retail brokerage account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.