Hollie O'Shields is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 18 years before joining Raymond James in 2022. Outside of advisory work, she is involved as an associate at Jeter Hrubala Wealth Strategies. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to align with client goals and supports its services with municipal advisory capabilities and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

Thomas Dixon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He is the sole owner of TWD of Spartanburg LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports municipal and public finance activities through a unique municipal advisor affiliation.

Richard Mahon is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at LPL Financial since 2004 and was previously with UBS Financial Services from 2000 to 2004. Outside of his advisory role, he is involved with Mahon & Associates, LLC, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and 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 and access to model portfolios and third-party asset managers, supported by advanced operational tools and a broad non-advisory financial services platform.

Randy Chalmers is a financial advisor with LPL Financial in Mauldin, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force from 2007 to 2021 and worked for American Military University from 2021 to 2022. He is also involved in land development through a home-based business, KRL Investments. 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while maintaining a broad non-advisory financial services platform.

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 credential and 10 years of industry experience. He has been with LPL Financial since 2016. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using a variety of 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.

Joseph Christiano is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he founded Christiano Financial Coaching and spent 15 years at Duke Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2008. 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 both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Mary Crowley is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank division since 2014. Outside of her advisory role, she serves as a board member of the Sagent Society, a Spartanburg-based women’s group that hosts speakers from various local associations and charities. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Jonas Harley is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with corporate executives and their families to develop financial plans tailored to their specific needs, values, and goals. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits & Planning Consultant, Executive Services; Workplace Planning Consultant II and I; High Net Worth Associate; and Financial Representative - Full Trader. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and possesses a California Insurance License. Outside of his professional career, Jonas has interests in baseball, fitness, football, hiking, museums, and reading.

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.

John Lawlor is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2008, following seven years at A. G. Edwards & Sons, Inc. and a brief tenure at Wells Fargo Clearing. 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 variety of financial planning and investment management solutions, supporting a broad network of advisors with both proprietary and third-party strategies.

Richard Rhodes is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and seven years of industry experience. He previously worked at AssuredPartners from 2016 to 2019 before joining Edward Jones in 2019. 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 strategies, and maintains a large network of financial advisors and branch offices nationwide.

Thomas Oneil III is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience and previously worked at Cetera and operated his own CPA firm, Thomas O'Neil, CPA. He maintains a role at Rosenthal & Company, providing tax preparation and accounting services. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by operational and research tools.

Angela Conner is a financial advisor with Merrill based in Spartanburg, SC, holding Series 63 and Series 66 designations and having 25 years of industry experience. She has worked at Merrill since 2006 and Bank of America since 2009. 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, and various institutional investors.

Marcus Elliott Sr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Elliott & Painter, LLP and 1st Global Advisors, Inc. Elliott is also a CPA partner at Elliott & Painter LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.