Osvaldo Gutierrez is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Eagle Strategies since 2021 and currently owns G & H Financial Group, LLC, which brokers non-registered insurance products. Gutierrez serves as a board member for the NAIFA-Upstate chapter. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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 Lewis is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC in Greenville, SC. His prior experience includes roles at FinTrust Capital Advisors, LLC and LPL Financial. Outside of his advisory work, he is involved in consulting through Coleman Research Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by an internal Investment Committee and research utilizing quantitative and fundamental analysis.

Brian White is a financial advisor at TD Private Client Wealth LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Girard Securities, Cetera Financial Specialists, VOYA Financial Advisors, and several other firms. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning, and custody services.

Jason Skistad is a CFP® with 25 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at CliftonLarsonAllen Wealth Advisors and Charles Schwab, with additional long-term involvement in business ventures such as Creekside Litchfield LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm utilizes discretionary, customized portfolios supported by an internal team and third-party managers with a broad range of strategies and specialized administrative capabilities.

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 and holds Series 63, 65, and 66 licenses. She has 24 years of industry experience, including roles at TD Bank N.A., Wyatt Consulting Group, and LPL Financial. 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 a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

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.

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.

Nathan Stouffer is a financial advisor at First Citizens Investor Services, Inc. in Greenville, SC, with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advisory work, he operates a retail floral shop, Urban Petals, and performs as a singer at events such as funerals, weddings, and church services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes IAR-led financial assessments and uses a combination of fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Curtis Davis is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked for OneMain Financial for 19 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. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering ongoing portfolio management and financial planning support.

Beverly Tedstone is a financial advisor with Kestra Advisory in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. She has worked at Kestra Advisory since 2018 and has prior experience at SunTrust Bank and related entities. Tedstone also holds a senior client service associate position supporting advisors in practice management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advisory, serving large institutional investors such as sovereign wealth funds with assets under management totaling approximately $79.8 billion.

Ryan Moore is a Series 65-licensed advisor with Mariner Wealth Advisors, based in Greenville, SC. He has one year of industry experience and has previously worked at Carolinas Wealth Management and held roles in education and delivery services. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, and consulting services. The firm combines customized discretionary portfolios with tax and accounting integration, offering comprehensive wealth management solutions.

Elizabeth Pusateri is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial and FinTrust Capital Advisors, LLC. Outside of her advisory work, she assists with newsletters and illustrations for a family-owned religious ministry. 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 offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

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, holding Series 66 and Series 63 credentials and bringing 13 years of industry experience. She has been affiliated with Eagle Strategies and New York Life entities since 2010. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Jonah Moore is a financial advisor at TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining TD, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed accounts and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios featuring both affiliated and third-party sub-managers.

Jackson Tiller is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role starting in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience working with Surf The Earth and in the hospitality industry at Bistro Two Seventeen. 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, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.