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.

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.

Donna Rasile is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 13 years of industry experience. Her prior experience includes roles at FinTrust Capital Advisors, LLC and Greerwalker Wealth Management LLC. She volunteers as a member of Greenville Women’s Giving. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Jeremy Weight is a financial advisor at Empower Advisory Group with 15 years of industry experience. His prior work includes a 15-year tenure at Fidelity Investments. He holds Series 63 and Series 66 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

David Wyatt II is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2023 and concurrently operates Wyatt Brothers Financial LLC, which he founded in 2013. Outside of his advisory roles, Wyatt 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 individual investors, institutional sponsors, and plan sponsors. The firm focuses on tailored recommendations across multiple program types and manages the majority of its 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 credentials and bringing 33 years of industry experience. His prior roles include positions at Sigma Financial Corporation, Chemical Bank, Cetera Investment Advisors, Talmer Bank and Trust, LPL Financial, Comerica Securities, and Banc One Securities Corporation. Outside of advisory work, he assists school employees with benefits enrollment on a part-time basis. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various managed account and fund programs.

Kenneth Brace is a financial advisor at NewEdge Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked at NewEdge Securities, Raymond James & Associates, JMI Sports, and Peach Bowl Inc. Mr. Brace serves as Treasurer for the Greenville Clemson Club, a nonprofit organization. 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 advisers. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

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.

Mei Au is a CFP® professional with 26 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory since 2016. She has worked within the Kestra network since 2012, including time with Kestra Investment Services, LLC. Outside of her advisory role, Mei Au is an independent Christian writer, contributing faith-based devotionals and preparing a Bible study guide for publication. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages significant assets with a focus on due diligence and a broad platform of investment solutions.

Joshua Eisenberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Sapphire Capital, Sage Marketing US, and Starbucks Corporate Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Matthew Oconnor is a financial advisor at Fifth Third Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities and Fifth Third Bank since 2023, following a 17-year tenure at Valic Financial Advisors and a year at Agia. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing access to multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Christian Wilson is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds a Series 66 designation and has worked within the TD organization since 2016, including roles at TD Auto Finance and TD 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 clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Joshua Durham is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Wells Fargo, JP Morgan Chase, and Bank of America. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Paul Gordon is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held roles at firms including LPL Financial and United Community Insurance, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Allen Gillespie is a CFA® charterholder with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial and FinTrust Capital Advisors, LLC. Gillespie is involved in several business entities for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

Bailey Mcnamara is a CFP® with nine years of industry experience, currently serving as a wealth advisor at Carson Wealth in Mauldin, SC. Their prior roles include positions at Financial Benefits, Inc., Raymond James Financial Services, and OlinDe Financial Group. Mcnamara is also an insurance agent, selling life, health, disability, annuities, and long-term care products. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and a range of tailored investment solutions.

Gregory Trout is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked within various Transamerica entities since 2015. Outside of his advisory role, he has plans to enter residential property investments to generate rental income. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed portfolios and investment education through a range of advice programs. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, focusing on asset allocation, contribution guidance, and retirement planning.

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.