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 eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for TIAA from 2018 to 2025. Outside of his advisory career, he has held roles with the Latin American Chamber of Commerce of Charlotte and the Second Baptist Church of Kings Mountain. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated service delivery through Empower’s administrative platforms.

Aprenea Mccutchen is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has 10 years of industry experience. She has worked at Janney Montgomery Scott and Wells Fargo Clearing Services, among other firms. 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 sponsors, and municipal clients, providing brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Matthew Cox is a CFP® professional with five years of industry experience, currently serving at Kestra Advisory Services, LLC. His prior experience includes roles at Cetera Advisors LLC, Burgdorf Wealth Managers, and the U.S. Army. Outside of financial advising, he is licensed as an insurance agent specializing in disability insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Scott Mcdowell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Horace Mann Insurance and Horace Mann Investors, Inc. for over two decades. He is also a managing member and co-owner of a real estate office rental business in Duncan, SC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs various third-party managers.

Anu Mahajan is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked with Wells Fargo and Synovus Bank. Her career also includes a period outside finance with Uber EATS. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, financial planning, and tax-aware services, utilizing a client process focused on assessing financial needs and risk tolerance to allocate across various asset classes.

Donna Morris is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with First Citizens Investor Services since 2016 and is also an officer and director of Mo Ho Inc., a family business involved in extended vehicle warranty reinsurance related to a Ford dealership. Donna is based in Lyman, South Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a broad range of investment options and financial planning, with a client process focused on tailored assessments and diversified asset allocation.

Patrick Sundberg is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group in 2026, he worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2026. 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 delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

James Porter is a financial advisor at Transamerica Retirement Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Countybank, First Citizens Investor Services, and Truist. Outside of his advisory work, he is co-owner of a direct sales and leadership development business affiliated with Amway, where he is involved in customer service and team leadership. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering advice programs that emphasize asset allocation, contribution rates, and retirement planning. The firm uses proprietary software and model portfolios developed in partnership with Morningstar Investment Management and manages a large client base primarily through non-discretionary investment programs.

Dylan Brooks is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. Prior to joining Wealth Enhancement, he held positions at Raymond James Financial Services Advisors, Artisan Private Wealth, and Newell Brands. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Lindsay Chandler is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Janney Montgomery Scott since 2022 and previously spent six years with Wells Fargo Clearing. Outside of advising, she serves as a notary public in Spartanburg. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, and offers a range of brokerage, financial planning, and advisory services.

Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Aubrey Mangrum is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at BB&T/Truist for six years. Outside of his advisory role, he serves as a consultant and referee for the South Carolina Basketball Officials Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Cody Leopard is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials and has one year of industry experience. His prior work includes roles at First Command Advisory Services and First Command Insurance Services, as well as service in the United States Marine Corps. Outside of advising, he is co-owner of Leopards Property LLC, where he manages bookkeeping and communications. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Chase Holmes is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America and Saybrus Equity Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jeffery Paddyfote is a financial advisor with Primerica Advisors in Spartanburg, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior firms include Wells Fargo Clearing, BB&T, and Principal Financial Services. Outside of advisory work, he is sole owner and president of a non-investment related business. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model strategies and discretionary management, supported by third-party custodians and overlay managers.

Stanley Dominey is a financial advisor with Mass Mutual Investors Services in Landrum, SC, holding CFP® and ChFC® designations and has 42 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1984. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, annual planning engagements using firm‑approved software and offers specialized planning programs including divorce planning and estate settlement.

John Hodge is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His previous work history includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and SiteOne Landscape Supply. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved analytical tools and event-driven planning services.

Andrew Weinkle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.