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 Luke Sr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for six years before joining Janney in 2019. Outside of his advisory role, he serves as a board member and co-chair of several committees at the Thornblade Club in Greer, 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brian White is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 66 licenses and having 28 years of industry experience. His prior work includes roles at multiple firms such as Girard Securities, Cetera Advisors LLC, and United Planners. 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 clients, utilizing a blend of strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

Michael Leasure is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and approximately four years of combined experience in financial services and related roles. His prior work history includes positions at Premier Financial Associates and several non-financial organizations, including Bob Jones University and Hampton Park Christian School. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

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.

William Keeney is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Mauldin, South Carolina, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Keeney is also involved in multi-line insurance brokerage activities through Fairway Financial Partners LLC. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a combination of long-term investment strategies and specialized instruments, and it operates as both a broker-dealer and SEC-registered investment adviser.

Wendy Wyatt is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wyatt Consulting Group and LPL Financial, LLC. 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, utilizing a combination of affiliated and third-party investment managers through platforms such as Envestnet and custodians like Pershing.

Philip Wyatt is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes long-term roles with New York Life Insurance Company and NYLIFE Securities LLC, as well as operating Wyatt Brothers Financial LLC. Outside of his advisory work, he serves as an officer for the Eastside Track and Cross Country Booster Club. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional client needs, with a significant focus on non-discretionary asset management and relationships with institutional sponsors.

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.

David Luke Jr. is a CFP® professional with five years of industry experience, currently working at Janney Montgomery Scott in Greenville, SC. His previous roles include positions at PURE Insurance and Synnex Corporation, as well as academic appointments at Clemson University. 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 through brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

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.

Travis Townson is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at GWFS Equities, Advised Assets Group, and TD Bank N.A. His background includes roles in both wealth management and banking. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kevin Thomas is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes previous roles at LPL Financial and Foresters Advisory Services. Outside of his advisory work, he leads trainings and marketing initiatives through a coaching role at The K2 Method. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional sponsors and individual investors. The firm provides fiduciary services, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients ranging from private funds to sovereign wealth funds.

Curtis Davis is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses. He has been with TD Private Client Wealth and TD Bank N.A. since 2026 and previously worked at OneMain Financial for 19 years. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Kestra Advisory in 2018, she worked at SunTrust Bank and its affiliated investment services firms from 2014 to 2018. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

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.

Ealon Thompson III is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Stonestreet Wealth Management and Raymond James Financial Services. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. 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.

Tara Wray is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 66 and Series 63 licenses and has 13 years of industry experience. Her career includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and solutions across various program types, emphasizing fiduciary responsibilities and predominantly managing assets on a non-discretionary basis.

Jonah Moore is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining TD, he held positions at Northwestern Mutual Wealth Management Company and various other financial services roles. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals, utilizing strategic and tactical asset allocation with investments from affiliated and third-party sub-managers. The firm provides portfolio management, financial planning support, and custody services through a platform supported by Envestnet and Pershing.

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.