Marion Craine is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Donald Atkins is a financial advisor with Cetera in Spartanburg, SC. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Atkins previously worked at Concourse Financial Group Securities Inc for over two decades and currently serves as president of his own financial planning firm, Kyle Atkins Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.

Daniel Howard is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, Howard is involved with Miracle Hill Ministries, a foster care organization based in Greenville, 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 offers a range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.

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 and holds a Series 63 license. She has seven years of industry experience, including four years at Cetera Advisor Networks and three years at 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 provides a range of advisory programs, financial planning services, and retirement plan consulting with discretionary and non-discretionary management options supported by internal and third-party research.

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.

John Conley is the sole advisor at Amoeba Growth Management LLC in Simpsonville, SC, holding a Series 65 designation and 18 years of industry experience. He has been with Amoeba Growth Management since 2003. Outside of his advisory role, Conley owns and manages a business focused on a beach house property and also engages in part-time business consulting. Amoeba Growth Management LLC is an independent advisory firm managing approximately $28.2 million for a select group of 16 high-net-worth clients. The firm offers discretionary portfolio management with individualized account reviews, utilizes derivatives in separately managed accounts for hedging or tactical purposes, and publicly discloses its performance results.