Erin Despres is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Truist and its predecessor firms since 2016, including roles at SunTrust Advisory Services and Wells Fargo Clearing. Outside of her advisory work, she has served as a sales consultant for nutritional supplement and environmentally friendly cleaning products. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm’s investment approach includes asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, supported by an integrated multi-affiliate platform.

David Wyatt II is a financial advisor with Eagle Strategies (New York Life) based in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked in various roles at New York Life Insurance Company, Nylife Securities LLC, and Wyatt Brothers Financial LLC. Outside of his advisory work, he serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm offers tailored advice through multiple program types, with a significant portion of assets managed on a non-discretionary basis within an 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.

Gabriel Bowman is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 63 licenses and possessing 18 years of industry experience. He has worked at Janney Montgomery Scott since 2022, following six years at Wells Fargo Clearing. 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, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Gregory Allen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the financial secretary for Tucapau Baptist Church, managing bill payments and disbursements. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

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.

Ronald Raines is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing from 2016 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at various Transamerica entities since 2015. Outside of his advisory role, he has expressed intent to invest in residential rental properties. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management, offering both discretionary and non-discretionary investment approaches.

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.

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 with Janney Montgomery Scott in Spartanburg, SC, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Janney since 2022 and previously held roles at Wells Fargo Clearing, Banc of America Investment Services, Inc., and BB&T Investment Services, Inc. Carson serves as a board member for the Hope Center for Children 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 diverse clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of 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.

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.

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.

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.