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.

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.

Angel Ramirez Vazquez is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Michelin North America for 14 years. He also operated Ramirez Financial Coach from 2020 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers a variety of investment approaches and platform options, including proprietary model strategies and access to third-party managers.

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.

Brent Whitlock is a financial advisor with Raymond James Financial in Greenville, SC, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2004 and has operated Whitlock Financial Services LLC since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Katie Best is a Series 66-credentialed advisor at Edward Jones with experience beginning in 2023 and a diverse background including roles outside finance such as operating Kate's Face Paint Creations and working at The Health Dare. She has held two separate terms with Edward Jones and a position at Grandbohemian Art Gallery. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Judith Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she co-manages a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and maintains a large national network of advisors and branches.

Kevin Clayton is a financial advisor at Edward Jones in Greenville, SC, with 9 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Publix Supermarket from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Rabon is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked at Lima One Capital LLC and was involved with The Greenery of Charleston LLC. His earlier career includes roles in education at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High 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 consulting services, utilizing model portfolios and research from both internal and third-party sources.

Randy Chalmers is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force for 14 years and worked at American Military University. He is also involved in land development through a home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by internal and third-party research.

Dennis Barry Jr. is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He has worked with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2003. Outside of his advisory role, he is a partner in SHIDEN Properties, LLC, which manages and maintains rental properties including the building where his advisory practice is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without managing client portfolios directly. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

John Witt is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked at Merrill since 2003 and at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frances Kerhulas is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spartanburg, SC, holding Series 63 and 65 licenses and 37 years of industry experience. Prior to joining Raymond James in 2021, she worked at Oppenheimer & Co for eight years. Outside of advisory work, she serves as an operations manager for Switzer Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client decisions through its advisory programs and affiliated firms.

Bobby Ragan is a financial advisor with LPL Financial in Greer, SC, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Amy Garrison is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of her advisory role, she owns Blue Butterfly Ventures, LLC, through which she manages her Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Gregory Zander is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 17 years at Metlife Securities, Inc. Zander serves on the board of Regency Commons in Greer, SC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships utilizing firm-approved software and includes specialized planning services such as divorce and estate-settlement planning.

Timothy Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lee Metts is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Brown & Brown and Smith & Nephew. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Samuel Osborne is a financial advisor with Ameriprise in Taylors, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Money Concepts Capital Corp and NCH Tax & Wealth Advisors. Outside of his advisory role, he is co-owner of JourneyPoint Tax Advisors, a tax preparation business based in Greenville, SC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice, with a focus on assets held in Ameriprise Managed Accounts.