Edgar Pouch III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Gateway Wealth Strategies and Bank of Travelers Rest, where he is also an associate and financial advisor. He also serves as branch manager of Gateway Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

Harry Huntley is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a 25% owner of Fielder 117, LLC, a private investment related to real estate on Fripp Island, SC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Lucas is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has prior work history at firms including CRG, Elliott Davis, Duff & Phelps, and Wildermuth Securities. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management solutions, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Tor Bennstrom is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he is a founding member of the Greenville Cycling Classic, an annual bike race, where he manages sponsorship, city permitting, and event operations. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Hall is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management Distributors LLC and spent time in academic roles at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Margaret Burns is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. She has been with Edward Jones since 2023 and has prior experience working with Grace Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices nationwide.

Brian Bridges is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Bridges serves as an executive consultant for a dental practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Dedrie Bingham is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Bank of America and Merrill from 2004 to 2021 before joining Baird in 2021. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, providing both traditional and non-traditional investment strategies along with municipal advisory and public finance services.

Clint Gillis is a financial advisor with LPL Enterprise in Greenville, SC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of his advisory role, he coaches for Wings Soccer Club, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm utilizes a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Jbrett Yates is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America for eight years before joining Wells Fargo in 2019. Outside of his advisory role, Yates serves on the Board of Trustees and Finance Subcommittee of the Franklin G Burroughs-Simeon B Chapin Art Museum in Myrtle Beach, SC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Torben Seear is a CFP®-certified financial advisor with 11 years of industry experience, currently with Edward Jones in Greenville, SC since 2019. Prior to Edward Jones, he held roles at LPL Financial, Signature Wealth Group, and Raymond James Financial Services between 2016 and 2019. 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, supported by a large network of advisors and branch offices across the United States.

Douglas Mccarthy is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Triad Advisors, Resources Investment Advisors, and Adviseme National Advisors. Outside of his advisory role, he is involved as a manager at First Baptist Simpsonville and owns Madison Financial. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable entities, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians, provides both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Bryan Neill is a financial advisor with LPL Financial in Greenville, SC, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at United Community Banks, INVEST Financial Corp., Investment Professionals, Inc., and Merrill. Outside of his advisory work, he owns an e-commerce business, Watch Depot, LLC, and is involved in software development through Watch Matrix. 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 and model portfolios, supported by both proprietary and third-party investment strategies.

Tanner Pearman is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Cliffs at Keowee Springs Golf Course, as well as work during and after his time at Clemson University. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Harlan is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and has held prior positions at JPMorgan Chase Bank, J.P. Morgan Securities, Legacy Wealth Management, and several other firms. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform investment decisions.

Piper Haupt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and three years of industry experience. Piper has been with Wells Fargo Clearing since 2013. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael David Shain is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS Financial Services since 2000. Outside his advisory role, he serves as president of B & L Inc., a real estate maintenance business in Greenville. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and research-driven portfolio management.

James Cluverius Jr. is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various non-advisory financial services.

Cody Miller is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a smaller group of clients to provide in-depth financial planning and guidance, considering the full wealth picture through comprehensive planning using Fidelity's tools and resources. His experience includes roles such as Investment Management Consultant in Private Wealth Management, Senior Portfolio Specialist, and Portfolio Specialist at Fidelity Investments from 2021 to 2024. Prior to joining Fidelity, Cody held various positions at Wells Fargo Bank NA from 2012 to 2021, including Premier Banker, Branch Manager, and Licensed Personal Banker. Outside of his professional responsibilities, Cody's personal interests include biking, football, golf, hiking, outdoor adventures, and spending time with pets.

Christopher Long is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services LLC, he served in the United States Army and Florida Army National Guard, and worked briefly at other firms. Outside of his advisory role, he participates part-time as a baker at Flying Fox Coffee in Greer, South Carolina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers solutions such as discretionary and non-discretionary advisory services, fund advisory, and consulting.