Donald Bishop is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Community Banks, Inc. and INVEST Financial Corp. since 2013. Bishop is also involved with United Community Advisory Services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jordan Lollis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Center Street Securities, Edward Jones, and Hartness International. 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 grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brent Railey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities and JP Morgan Chase Bank since 2021 and previously served at Advised Assets Group, LLC and GWFS Equities, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Brian Flemmer is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Raymond James & Associates in various capacities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Haltiwanger Jr. is a CFP®-designated financial advisor with Raymond James & Associates in Greenville, SC, where he has 13 years of industry experience. He has served at Raymond James & Associates since 2013. Outside of his advisory role, he volunteers as Treasurer on the advisory board of the Phillis Wheatley Community Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various advisory programs and affiliated research.

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.

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 Series 66-licensed financial advisor with nine years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to that, he worked at Elliott Davis Decosimo LLC for two years. Simmons is a partner in multiple real estate ventures and serves as an endowment trustee for Meals on Wheels of Greenville. He is also a board member of the Greenville Police Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through independent Financial Professionals, combining proprietary and third-party strategies tailored to client objectives.

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.

Scott Long is a Financial Consultant who focuses on providing thoughtful guidance and prioritizing client relationships. He emphasizes communication to ensure clients feel comfortable seeking assistance across all aspects of their financial lives. He has professional experience as an Investment Consultant at Charles Schwab from 2022 to 2024. Prior to that, he served as Vice President at Equitable Advisors from 2020 to 2022 and as a Financial Advisor at Equitable Advisors from 2018 to 2020. Outside of his professional work, Scott has personal interests that include cooking and baking, fitness, football, golf, outdoor adventures, and skiing.

Janet Chiles is a Financial Advisor with Merrill Lynch Wealth Management. She has over 15 years of experience in the financial industry, providing clients with guidance on investing, retirement planning, college education planning, legacy planning, and managing new wealth. Janet works closely with clients to understand their priorities and develop strategies tailored to their short-, mid-, and long-term financial goals, offering ongoing advice as their needs evolve. Janet began her financial career with Dean Witter after earning a Bachelor of Arts degree from Clemson University. Throughout her career, she has held positions with Dean Witter, BB&T, Scott & Stringfellow, and Wells Fargo, before joining Merrill Lynch. She holds the Personal Investment Advisor (PIA) professional designation. She grew up in the Greenville area, attending Shannon Forest High School, and maintains personal interests in basketball, football, gardening, music, tennis, watching movies, and spending time with her family.

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.

Terrell Bebout is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a trustee for a children’s trust in Pisgah Forest, North Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

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.

William Ellenberg III is a CFP® with 21 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, and is noted for its municipal advisory capabilities and extensive affiliated ecosystem.

Johnny Ruiz is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in serving professionals planning for tomorrow, athletes chasing their dreams, and creators building their brand, focusing on areas such as college education planning, family wealth management strategies, retirement income, small business strategies, and sports and entertainment finance. Johnny provides ongoing advice and guidance, helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. With personal experience witnessing both secure retirement and the financial challenges faced by athletes and entertainers, Johnny is committed to explaining wealth strategies in plain language. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client-focused approach emphasizes trust and clarity in building long-term relationships. Johnny lives in Greenville, SC, and is originally from Brooklyn, NY. He speaks both English and Spanish and has a high school diploma from City As School. Outside of work, he enjoys baseball, basketball, boxing, cooking, football, music, spending time with his family, and traveling.

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.