Joseph Macias is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has four years of industry experience, including prior roles at Shellpoint Mortgage Servicing and Turnkey Financial. Macias also works as an independent insurance agent and provides bookkeeping services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brian Fitzsimmons is a financial advisor at Raymond James Financial with seven years of industry experience. He has worked within various branches of Raymond James since 2019 and served seven years in the United States Marine Corps. Fitzsimmons is also the principal of FFH Wealth Advisors LLC, a support company associated with a new Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary advice and has specialized offerings for municipal finance and employer retirement plans.

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research, Ameritas Investment Corp, and Ameritas Life Insurance Corp. Outside of advising, he serves as a music director at Immanuel Lutheran Church and has worked as an independent insurance agent and a rideshare driver. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Dianna Puskas is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. She worked at Edward Jones from 2015 to 2025 and currently serves as an advisor since 2025. Outside of finance, she has worked part-time as a cashier and hostess at Dellaventura's Pizzeria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Dunn is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the US Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Bryce Covington is a financial professional with 30 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Advisors LLC since 2012. Outside of his advisory role, he is involved as an insurance agent specializing in life and health insurance and fixed annuities, and operates under the business name Illuminate Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

John Wyatt is a financial advisor with Cambridge Investment Research Advisors in Mauldin, South Carolina. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked for 12 years at SC Tool Service, Inc. Outside of his advisory work, Wyatt serves as the treasurer for Trail Life USA, a volunteer position. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals managing multi-billion dollar assets.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.

John Conley is the sole advisor at Amoeba Growth Management LLC in Simpsonville, SC, holding a Series 65 designation and 18 years of industry experience. He has been with Amoeba Growth Management since 2003. Outside of his advisory role, Conley owns and manages a business focused on a beach house property and also engages in part-time business consulting. Amoeba Growth Management LLC is an independent advisory firm managing approximately $28.2 million for a select group of 16 high-net-worth clients. The firm offers discretionary portfolio management with individualized account reviews, utilizes derivatives in separately managed accounts for hedging or tactical purposes, and publicly discloses its performance results.