Derek Mcnew is a financial advisor with LPL Financial in Simpsonville, SC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. He is also involved in managing investment and retirement services businesses affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Natalie Waltz is a Series 66-credentialed financial advisor with Edward Jones, based in Duncan, SC. She has recently transitioned into financial advising after nearly a decade in the automotive industry. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Courtney Hrubala is a financial advisor at Raymond James Financial in Spartanburg, SC, holding a Series 66 designation. She has been with Raymond James Financial and its affiliated entities since 2025. Prior to her advisory role, she was involved with The Leukemia & Lymphoma Society and was active with the Kappa Delta Sorority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor its non-discretionary planning and investment consulting to client goals.

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.

Rushell Bennie is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at DreamSeat from 2016 to 2019. Bennie holds the Series 66 designation and is based in Greer, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Melanie Burgess is a Series 66-credentialed financial advisor at Edward Jones with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Boiling Springs, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jason Seay is a financial advisor at Edward Jones with 10 years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Morgan Stanley Smith Barney LLC from 2015 to 2017. Outside of his advisory work, he serves as a school board trustee for Spartanburg County District 2 in Chesnee, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of investment advisory programs and affiliated financial services.

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.

Lori Greene is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of experience in the industry, including five years at Morgan Stanley. Prior to her current role, she was a homemaker for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools to support client planning.

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.

Benjamin Atkins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and was previously with Concourse Financial Group Securities Inc for 14 years. In addition, he manages operations and client interactions at Kyle Atkins Financial Group, an insurance-related business he has been involved with since 2010. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Jonathan Trbovich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at firms including Northern Lights Distributors LLC and CLS Investments LLC, and currently operates Atkins & Trbovich, LLC and JRT Investments, LLC. Outside of his advisory roles, he serves as treasurer for a youth soccer team and is a co-board member of a family business managing a real estate portfolio. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

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.

Michael Anthony is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Stacie Wallice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Sage Wealth LLC, Waddell and Reed, Inc., and ran her own firms, including Stacie Wallice, LLC and Integrated Divorce Strategies. She serves as a board member for a nonprofit organization in the South Carolina Upstate region. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party sources.

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.

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.

Michael Bigger is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Kaid Koester is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Stifel Financial Corp, Capes Sokol Goodman & Sarachan PC, Brown Smith Wallace, Kaufhold and Associates PC, and St Louis University School of Law. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing 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.