Renee Underwood

John Peay is a financial advisor at Savant Wealth Management with 21 years of industry experience. He holds the PFS™ and Series 65 credentials and has worked at Savant Wealth Management since 2023, following prior roles at Peay and Associates LLC and Swaim Brown Wealth Management LLC. Outside of his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth and investment management services to a diverse client base, including individuals, families, charitable organizations, corporations, and retirement plans. The firm employs an evidence-based investment approach with customizable portfolios and offers integrated services such as tax, legal, and trust solutions through affiliated entities.

David Ramage is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining Savant in 2023, he worked at Swaimbrown Wealth Management and Upstate Insurance Consultants, where he remains a part-owner and provides oversight. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using diversified model portfolios and provides a range of additional services including financial planning, family office, trust, and corporate retirement plan consulting.

Christopher Benson is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2012. He is also the president and sole member of Benson Wealth Management, LLC, which he established to manage operating expenses and liability matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Sara Hellman is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, she worked in education for over a decade, including roles at Christ Church Episcopal School and Spartanburg School District 6. Outside of advising, she is involved in her family’s home repair and house flipping business as well as serving as a personal representative for an estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Gary Davis is a financial advisor with Edward Jones in Clinton, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Daniel Wilson is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for eight years and The Health Dare for one year. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory product offerings.