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.

Joshua Welch is a Series 66-credentialed financial advisor with 24 years of industry experience. He has worked at Truist Advisory Services since 2021 and previously held roles at BB&T Securities, LLC and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joshua Barrett is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD Wealth and TD Private Client Wealth in 2025, he worked at Bank of America from 2023 to 2025 and has a background that includes roles in hospitality management. 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 investors. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through established advisory and technology platforms.

David Johnson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including JP Morgan Securities LLC, Wells Fargo Bank NA, and Waddell & Reed. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses strategic and tactical asset allocation through TD Managed Portfolios and incorporates both affiliated and third-party sub-managers.

Jonathan Charles is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 20 years of industry experience. He has worked at SunTrust Advisory Services and Suntrust Investment Services since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

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.

Alexander Williams is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance, along with involvement at The Peace Center and Greenville Heritage FCU. Williams serves as a board member of the African American Prosperity Network and the Simpsonville Chamber, and volunteers at the Bon Secours Wellness Arena. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Cristina Gerrald is a financial advisor at Janney Montgomery Scott with Series 66 and Series 63 credentials and two years of industry experience. She previously worked at UBS Financial Services and TD Bank. Cristina is active in her community as a member of the Clemson University Women’s Alumni Council and co-hosts a local business podcast, Caroline Business Leaders. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services.

Edan Draven is a financial advisor at TD Private Client Wealth LLC with six years of experience at TD-affiliated firms. He holds the Series 66 designation and is based in Greenville, SC. Prior to his current role, he worked at TD Bank NA for four years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Joel Reichard is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63 and Series 65 licenses with five years of industry experience. His prior experience includes roles at TD Bank N.A. and Wells Fargo Bank N.A., as well as service in the United States Marine Corps Reserve. Outside of financial advising, he owns and operates a Rita's Italian Ice franchise in Easley, SC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm constructs portfolios using strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, combining technology platforms and custodial services to deliver its investment solutions.

George Koutsioukis is a financial advisor with Janney Montgomery Scott in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Janney in 2019. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base 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.

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.

Russell Truesdale is a financial advisor with TD Private Client Wealth LLC in Greenville, SC, holding Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience, including prior roles at PNC Bank and PNC Investments. 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 uses a combination of affiliated and third-party sub-managers and emphasizes percentage-of-AUM wrap fees alongside strategic and tactical asset allocation.

Marcus Graham is a CFP® professional with three years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles with Northwestern Mutual Wealth Management Company and several other firms. He also operated a photography business for ten years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to implement investment strategies.

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.

Matthew Luke is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Southeast Retail, Bottles Beverage LLC, and Clemson University among others. He has experience working in both educational and retail sectors outside of financial services. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Emil Sheikh is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms, including JP Morgan Chase Bank, Wells Fargo, and Bank of America. Sheikh is based in Greenville, SC. 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 investors. The firm’s portfolios combine strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by technology platforms from Envestnet and custody services from Pershing.

John Mccallum Jr. is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding the ChFC® and Series 63 designations. He has 32 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations, primarily manages assets on a non-discretionary basis, and works within an integrated New York Life affiliate structure.