Daniel Wilson is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial. His credentials include the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Shane Kendrick is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Greenville, SC. His previous roles include positions at The Huntington National Bank, Truist Advisory Services, BB&T, and Wells Fargo Clearing. Kendrick is involved in nonprofit activities, serving on the boards of YMCA Camp Greenville and Safe Harbor, Inc., where he also holds the position of Treasurer. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

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.

Coleman Huff is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Duke Energy for three years, Securitas Infastructures for four years, and the Anderson County Sheriff's Office for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.

Aaron Galloway is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he owns Four Thirteen Holdings, LLC, a business involved in the design, manufacture, marketing, and sale of products, and serves on the finance and investment committee of Holland Park Church, assisting with financial reporting and budgeting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

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.