Andrew West is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. He previously worked at Raymond James & Associates from 2014 to 2020. Outside of his advisory role, he is a co-owner of CrossFit Greer, a local CrossFit gym in South Carolina. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Alexander Parker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management and Northwestern Mutual Life Insurance Company. He serves as an E-3 Lance Corporal and Assistant Team Leader in the United States Marine Corps. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWN Securities, Foresters Equity, and Osaic FS, as well as operating his own firm, Barnette and Associates Wealth Management. Outside of his advisory work, he is also an independent insurance agent focusing on life, health, disability, and annuity products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple custodians and platforms, discretionary and non-discretionary management, and proprietary model strategies through Founders Gate Capital.

Neil Smith is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and bringing seven years of industry experience. Prior to joining UBS in 2018, he worked as an on-air television analyst and broadcaster specializing in professional hockey with NHL Network, where he remains active part time. He also works as a part-time scout for the Vegas Golden Knights and provides analysis for PAC-12 Network collegiate hockey broadcasts and ECHL minor league events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

David Rich is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2018. Prior to his current role, he spent time at Community Journals and The LIST Company, and has been conducting speaking and training seminars as a professional speaker since 1986. He is also an author of previously published books. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Francine Bergmann is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of her advisory role, she serves as a trustee for her mother. 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 uses research and analytics to guide portfolio construction and offers a wide range of brokerage and advisory solutions.

Claude Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Regions Bank. Robinson is based in Greenville, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Simmons is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at Elliott Davis Decosimo LLC. Simmons serves as a board member of the Greenville Police Foundation and is involved in several partnerships related to real estate investment and tax services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and proprietary model strategies.

Kevin Willmot is a financial advisor with Edward Jones in Greenville, SC, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Joseph Montgomery Jr. is a Series 65-credentialed financial advisor with 14 years of industry experience. He has been with Ameriprise since 2020 and previously worked at Raymond James & Associates, CDAG, and Montgomery & Company, CPAs, where he was managing partner and involved in tax preparation and staff management. He also serves as treasurer on the board of directors for the Roper Professional Property Owners Association. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Jacqueline Barber is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of experience with the firm since 2006. She is based in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies under a fiduciary standard. The firm is noted for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.

Zachary Bostic is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously with NYLIFE Securities LLC and New York Life. His background also includes roles outside of finance, such as positions at Kiawah Island Golf Resort and The Reserve at Lake Keowee. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through a collaborative, research-driven process that emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael West Sr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at prominent firms including Raymond James & Associates, UBS Financial Services, and Blm Holdings. West serves as an elder on the board of Mount Calvary Baptist Church and is a trustee at Bob Jones University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on retirement income, utilizing proprietary research and third-party data within a defined investment framework.

Luella Peragino is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 11 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Secular Return Estimates and Monte Carlo simulations, to support its advisory process.

Laura Moore is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill from 2015 to 2021 before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Mason Brown is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL in 2023, he held positions at Montreat College and Anderson University, as well as Anderson Christian School. 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, utilizing various portfolio programs and institutional platforms to meet client needs.

Valorie Warth is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill for nine years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals and risk tolerances.

Andrew Schroeder is a financial advisor at Edward Jones in Greer, South Carolina, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in education and skills training roles spanning over a decade. Outside of advising, Schroeder manages a rental property in Greenfield, Wisconsin. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amanda Miller is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2018. Prior to joining Schwab, she worked for a decade at T Rowe Price Investment Services. She is a member of the Prisma Health Cancer Advancement Council, participating in fundraising events and patient support activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.