Timothy Nielsen is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as Executive Director of The Center for Evangelical Catholicism, a religious non-profit focused on evangelization and religious education. He also has experience working with St. Mary's Catholic Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and maintains affiliated capabilities beyond advisory services.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Scott Frey is a CFP® professional with 25 years of experience in the financial industry, all of which have been with Edward Jones since 2001. Based in Greer, SC, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the president of Wall-E's Workshop, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Berra Byrd Jr. is a CFP®-designated financial advisor with Edward Jones, based in Simpsonville, SC, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Byrd serves on the finance board of Langston Charter Middle School 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 with a fiduciary standard, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Micah Valentine is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He previously worked at Raymond James Financial Services and IFG Advisory and has been involved with Valentine Properties LLC for over a decade. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by extensive research and model portfolios.

Jordan Noblin is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors, Bloc Design, Bohler Engineering, and ColeJenest and Stone. Outside of advising, Noblin is a licensed landscape architect involved in landscape design. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management options and financial planning through a multi-manager platform with discretionary and non-discretionary programs.

Collin Maides is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at Mars Hill University and St. Joseph's Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Mauney II is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in building personalized wealth management strategies. He works closely with clients to help them navigate the complexities of wealth management, focusing on areas such as retirement planning, education funding, legacy creation, tax minimization, and liquidity management. John began his career in financial services with Merrill Lynch in Jacksonville, Florida after graduating from Clemson University in 2013. He returned to his hometown of Spartanburg, South Carolina in 2015 to join his current team. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John is involved in the Mobile Meals of Spartanburg and his church, Trinity United Methodist Church. He enjoys spending time with his wife and children, playing golf, and engaging in outdoor activities in the Upstate region.

Justin Dowers is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc. and various aerospace and manufacturing companies. He is involved in sales of investment-related products and also participates in home security and automation service referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by unaffiliated asset managers. The firm supports approximately 3,698 advisors and manages about $15.5 billion in assets.

Caleb White is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including prior roles at Equitable Financial and State Farm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Stewart Nelson is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with three years of industry experience. He previously worked for NEIS, Inc. for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Matthew Smith is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. Prior to joining LPL Financial in 2024, he spent eight years at First Heartland Capital Inc. He is also involved with Walker, Higgins and Associates Wealth Management, LLC, an insurance agency and investment-related business in Spartanburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from multiple sources, providing both discretionary and non-discretionary management options.

Stephen Sorensen is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 33 years of industry experience. He has held positions at UBS since 2021 and previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of banking and capital markets offerings.

Johnathan Reece is a Series 66-licensed advisor with Thrivent Investment Management and has one year of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a wide range of financial topics without providing discretionary portfolio management.

Thomas Mc Carver is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Mc Carver is involved in freelance photography and serves as chairman of the Media Ministry at First Baptist Church of Spartanburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

Harry Foster is a financial advisor with Raymond James Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Raymond James Financial Services since 1999 and serves as president of the H Daniel Foster Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical modeling and supports clients through various advisory programs and institutional consulting.

Frank Thomas Jr. is a financial advisor with Edward Jones in Simpsonville, SC, holding Series 63 and Series 66 licenses and over 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves on the management committees of several family partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Madison Pee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, Madison worked at City Scape Winery and held positions at several other firms including United Community Bank and Cracker Barrel. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Kareem Johnson is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones for 13 years. Outside of his advisory work, he serves as a trustee responsible for maintenance and security at Friendship Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.