James Lee is a financial advisor at Merrill in Greenville, SC, with 7 years of industry experience and a Series 66 designation. He has been associated with Merrill and Bank of America since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Gilman is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 credential and with four years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she sells crochet patterns and vintage items on platforms such as Ravelry and Etsy, and is the owner of Grumpy's Kitchen and Provisions, a business focused on spices and kitchen accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Robert Dykes is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones and \u0026Partners. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Susan Johnsen is a financial advisor with Ameriprise in Spartanburg, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at American Express Financial Advisors Inc. for 21 years before joining Ameriprise in 2020. Johnsen serves on the board of the Charles Lea Foundation and is involved with Women Giving for Spartanburg. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a centralized consulting team delivering non-discretionary recommendations tailored to individual needs.

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.

Kiefer Ogburn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at UBS Financial Services from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Stacie Wallice is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at LPL Financial since 2018 and has prior experience with Sage Wealth LLC, NAIFA-SC-Upstate, Waddell and Reed, Inc., and PlanFirst Inc. Wallice serves on a nonprofit board in South Carolina Upstate. 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.

Joseph Brown is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in healthcare and community organizations, including Interim Healthcare of the Upstate and New Covenant Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large national network of financial advisors and branch offices.

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.

David Wilson is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at multiple firms including Avantax and Cambridge Investment Research and is currently associated with Oak Spring Financial, LLC. In addition to his advisory role, he is a partner at a public accounting firm providing accounting, tax, and payroll services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors.

Giovanni Luccia Jr. is a financial advisor with Ameriprise in Greer, SC, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of St. Giles Presbyterian Church, including leadership positions on the Missions Board and Endowment Committee, and owns a tax preparation business as well as a consulting firm that assists Ameriprise advisors with business setup and strategic planning. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Mary Brockman is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience as an educator at several schools, including Hilton Head Island High School and Waccamaw Middle and High Schools. Outside of finance, she has experience working at Quiet Storm Surf Shop. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.

Mary Watson is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Watson serves as Vice President of the Roper Professional Park Property Owners Association and Chair of the Westminster Endowment Committee, and she is involved in managing operations at Elevate Management Firm, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

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.

Jennifer Collins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2015 and at Raymond James Financial Services, Inc. since 2018. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Kathryn Premraj is a CFP® professional affiliated with LPL Financial in Spartanburg, SC. She has worked in the financial industry since 2019, including four years at Cetera Advisor Networks and three years at LPL Financial. 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 institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third‑party strategies across various investment approaches.

Brent Furnish is a financial advisor at Edward Jones in Greer, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining Edward Jones, where he has been since 2023. 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 advisors and branch offices.

Jeffrey Earley is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Woodbury Financial Services, Inc., and Thrivent Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Benjamin Pearman IV is a financial advisor with LPL Financial in Taylors, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at South Carolina Bank and Trust, Sorrento Pacific Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Paul Valentine is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner and CEO of Hillside Boarding Stable and co-owns his Edward Jones office as part of a team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors.