Bradley Thomas is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at Mungo Homes and Thomas & Thomas and has a background that includes real estate rental through Thomas and Thomas Associates LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a range of advisory strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Joseph Elder is a financial advisor with Edward Jones in Simpsonville, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Keller Williams from 2013 to 2021. Outside of advising, he is the owner of several holding and real estate companies. Edward Jones is a wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Joseph Banish is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise in Simpsonville, SC. He has worked at Ameriprise since 2017, including its predecessor Ameriprise Financial Services Inc., and previously at PNC Investments. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Jared Wix is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Bank of America and Merrill since 2014. Outside of his advisory role, he is a general partner for Watt & Wix Entertainment, a small-scale music recording and sales business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Patrick Fitzsimmons is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Citigroup Global Markets, Morgan Keegan & Company, LLC, and various Raymond James affiliates. Fitzsimmons is also a principal of FFH Wealth Advisors LLC, an independent wealth advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining unique municipal advisory capabilities and specialized retirement plan consulting services.

Eric Nash is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked for 22 years with Greenville Health System. Outside of his advisory role, he is an insurance agent specializing in life, disability, and long-term care coverage and is a co-owner of the office building from which his practice operates. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized planning programs, including recent additions like Divorce Planning.

Michael Wolfe Sr. is a CFP® and Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he teaches a weekly martial arts class for young people in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Eric Ponder is a financial advisor with Edward Jones in Fountain Inn, SC, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked for Vulcan Materials Company for six years and serves as a pilot and instructor pilot in the South Carolina Army National Guard. Outside of his financial advisory role, he is a contract and charter pilot with Double Day Aviation Inc. and PondAir LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Lonnie Decker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Asbury Automotive Group and Dom360. Decker is also the managing member of Decker Dynamics, LLC, a digital marketing business. Edward Jones is a full-service wealth management firm with more than 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Harold Lawson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at South State Bank, SunTrust Advisory Services, and Raymond James Financial Services. He is also involved in an entrepreneurial venture, Lawson Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Megan Andersen is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, N.A. for 16 years. Outside of her advisory role, she is involved in the health and wellness industry as a sales associate for Isagenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and may include ESG considerations, serving clients with a non-discretionary program.

Roger Huddleston is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in a real estate holding company, Advisor Properties, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jeffrey Allen is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 18 years at UBS Financial Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by extensive research and technology tools.

Richard Darrow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously at Cetera Advisors LLC. Darrow also serves on the board of YMCA Camp Woodstock in Connecticut. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Eric Chisom is a financial advisor at Edward Jones in Simpsonville, SC, holding a Series 66 designation. He joined Edward Jones in 2025 after a 22-year career at Lowe's Home Improvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 advisors.

Michael Bynarowicz is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. He serves as a board member of Carolina International Preparatory School and owns Baynor, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them with appropriate investment programs, offering various mutual funds, ETFs, and alternative investments without sponsoring its own wrap fee program.

David Flint is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, based in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Marcus Laughter is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a vacation property business and volunteers as an unpaid river guide for Western River Expeditions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

William Wimberly Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Synovus Bank and Synovus Securities, Inc. Wimberly also operates a sole proprietorship as a life and long-term care insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.