Carter Mc Crary is a CFP® and Series 66-licensed financial advisor with Raymond James & Associates in Greenville, SC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is a co-owner of McCrary Property Group, LLC, an LLC established with his wife for potential future property investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Kenneth Hicks is a CFP® professional with 30 years of industry experience. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary investment approach.

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.

Nicholas Ray is a Series 66-credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2025, following roles at UBS Financial Services and Morgan Stanley. Outside of financial services, he previously operated Fulcrum Athletics LLC and was involved with CrossFit Tri County. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Corey Phillips is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Phillips also serves as an adjunct professor teaching finance at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Joshua Lopez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity's affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

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.

Susanna Dorminy is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. She has experience with Edward Jones beginning in 2020 and has also worked in photography and legal fields. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Jackson Shubert is a financial advisor at LPL Financial with three years of industry experience. He previously worked at UBS Financial Services and Beacon Pointe Advisors. Outside of his advisory role, he is associated with Ox Road Capital, which operates as a DBA for his LPL 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bradley La Rue is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an officer of BFD Group, LLC, a real estate-related business based in Greenville, South Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Anderson Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of advising, he is also a writer with publications available on Kindle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Matthew Foster is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Raymond James and its affiliates since 2013. Foster is also a co-owner of Hartview, LLC, a family-owned business related to a real estate investment fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and sponsors various advisory programs for a broad advisor network.

Hubert Tuttle III is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and County Bank Trust. 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, providing advice through a large network of investment adviser representatives who utilize a range of strategies and operational tools.

Joncarlo Goodman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. His role involves providing guidance on a range of financial matters including investing, retirement planning, and risk management. He also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Joncarlo holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He focuses on helping clients navigate the complexities of financial planning, assisting them in managing competing priorities such as home ownership, education funding, elder care, and healthcare planning. He offers ongoing advice and adapts financial strategies in response to clients' changing needs.

Trevor Rasmussen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and prior work history that includes positions at Presbyterian College and Techtronic Industries, Inc. Outside of his advisory role, he works as an Uber/Lyft driver and engages in consulting and coaching activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Nathan Taylor is a Series 66-licensed financial advisor with Raymond James & Associates, based in Greenville, SC. He has four years of industry experience, including previous roles at the State of South Carolina Department of Administration and First Horizon Bank. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and consulting services with a variety of investment approaches.

John Landis is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Putnam Investments, and Anderson University. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Jonathan Panning is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and previously served with AXA Advisors, LLC. Outside of his advisory role, he serves on the finance committee of Harvest Anglican Church and provides business consulting to startups and small business owners. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party programs and provides ERISA fiduciary services to qualified plans.