Kelly Eldridge is a financial advisor at Professional Planning & Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Triad Advisors, and OSAIC. Professional Planning & Wealth is an SEC-registered investment adviser that serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm provides discretionary investment management and financial planning services using a blend of fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation.

Jesse Hansford is a CFP® with 17 years of industry experience, currently serving as managing director at Professional Planning & Wealth. His prior experience includes roles at Osaic Advisory Services, Triad Advisors, Travelers Rest Bancshares Inc., Raymond James Financial Services, and Edward Jones. He is treasurer of Loaves & Fishes, a nonprofit organization working to eliminate hunger. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a blended investment approach that incorporates fundamental, quantitative, and technical analysis along with strategic and tactical asset allocation, utilizing model portfolios and third-party money managers when appropriate.

Christopher Beard is a CFP® professional with over 31 years of experience in financial planning and wealth management. He is currently with Professional Planning & Wealth in Greenville, SC, where he has served as managing director since 2026. His prior experience includes roles at Raymond James Financial, Triad Advisors, and OSAIC. Beard contributes to a finance-focused blog and serves as secretary for the nonprofit Local Boys Do Good. Professional Planning & Wealth is an SEC-registered investment adviser serving individuals, families, estates, trusts, retirement plans, businesses, and charitable foundations. The firm combines fundamental, quantitative, and technical analysis with strategic asset allocation and utilizes model portfolios and third-party managers when appropriate.

Thomas Miller is a financial advisor with Professional Planning & Wealth, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Osaic Advisory Services, Financial Partners Group, MML Investors Services, and MassMutual Life Insurance Company. He is also active in life and health insurance sales. Professional Planning & Wealth serves individuals, high-net-worth families, estates, trusts, retirement and pension plans, corporations, and charitable foundations. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a blend of fundamental, quantitative, and technical analysis alongside strategic asset allocation.