Andrew Weinkle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Chadrick Campbell is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. His prior roles include tenures at Wells Fargo Advisors, Franklin Wealth Management, and Innovative Advisory Partners. Outside of advising, he is a Notary Public. 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, model portfolios, third-party asset management, and institutional platforms.

Samuel Reese III is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining RBC in 2021. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailored to each client’s risk profile.

Daniel Fetterolf is a CFP® and CFA® credentialed financial advisor with 18 years of experience, currently practicing at UBS Financial Services in Greenville, SC since 2008. He serves as a membership chair officer for the SC CFA Society and works as an exam grader for the CFA Institute. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

David Rice is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he is a musician who plays the violin, saxophone, and piano. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Brenda Belnome is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Colin Pyfrom is a financial advisor at Charles Schwab with 18 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Lisa Murphy is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial in 2020. 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 portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Pamela Batson is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include a combined 14 years at Morgan Stanley in various capacities. She is a member of the finance and stewardship committee at First Presbyterian Church in Greenville, SC, where she participates in budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Asa Ramirez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2022. He also has teaching experience at Cowley County Community College from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Caleb Morrison is a financial advisor at Ameriprise in Greenville, SC, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles in education, plumbing, pest control, and warehouse operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Evelyn Harker is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has previously worked at EarthSoft and Jacobs. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of investment strategies and advisory services under a fiduciary standard.

Russell Rhodes is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent LLC. He also operates an insurance brokerage under the name Strategic Planning Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements and a range of investment programs, including recently introduced event-driven planning services.

Jason Wagner is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Nicole Laughter is a Certified Financial Planner (CFP®) with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Thermo Fisher Scientific from 2009 to 2019. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Healey is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant for eleven years. Outside of his advisory role, he owns and manages Opulent Strategies LLC, a business consulting firm based in Greenville, SC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Stephen Moss is a CFP® and Series 66 licensed financial advisor with Edward Jones in Greenville, SC, where he has worked for 17 years. He has maintained his practice exclusively with Edward Jones since 2009. Outside of advising, he is involved in several real estate ventures through ownership and management of multiple rental properties. 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 solutions, operating under a fiduciary standard and supporting a large national network of financial advisors and branch offices.

Maura Maness is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Jordan Lollis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Center Street Securities, Edward Jones, and Hartness International. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brent Railey is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Advised Assets Group, LLC. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.