Travis Thompson is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Renfrow Industrial for six years and was employed at North Greenville University for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

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.

Ricky Higgins is a financial advisor with LPL Financial in Spartanburg, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at First Heartland Capital Inc, Concourse Financial Group Securities, Inc., and First Heartland Consultants, Inc. He is also involved in operating Walker, Higgins and Associates Wealth Management, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services supported by various investment strategies and operational tools, managing over $819 billion in discretionary assets through a large national network of advisors.

Kara Dowers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she owns Dowers International, an entity formed for Primerica business purposes, and is involved in sales of loan and home-related service products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Vishal Raj is a Series 65 licensed financial advisor with Cetera, based in Greenville, SC, and has seven years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Raymond James & Associates, and he has a long tenure at Michelin N.A. outside the financial sector. Raj is also president of Raj & Associates, CPA PC, providing public accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Terry Meyer is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Primerica Advisors, he served 23 years with the SC Army National Guard and has been employed by GE Company for 25 years. He also engages in part-time sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and delivers advisory services through a large network of advisors.

Donnie Campbell is a financial advisor with OSAIC based in Simpsonville, SC, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Questar Asset Management, and Securian Financial Services. Campbell is also an insurance agent involved in sales and service of life, long-term care, health, disability, and employee benefits insurance through his sole proprietorship, GCG Wealth Management. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients, providing comprehensive financial planning and advisory services. The firm employs a model-based investment process with risk assessment tools and offers multiple managed portfolio options supported by a complex platform that integrates brokerage, advisory, and alternative investment solutions.

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.

William Lyles is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lyles serves on the finance committee of the Spartanburg County Clemson Club and is a board member of the Spartanburg High School Class of '77 social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates for modeling financial outcomes.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Alexander Parker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management and Northwestern Mutual Life Insurance Company. He serves as an E-3 Lance Corporal and Assistant Team Leader in the United States Marine Corps. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWN Securities, Foresters Equity, and Osaic FS, as well as operating his own firm, Barnette and Associates Wealth Management. Outside of his advisory work, he is also an independent insurance agent focusing on life, health, disability, and annuity products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple custodians and platforms, discretionary and non-discretionary management, and proprietary model strategies through Founders Gate Capital.

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.

Margaret Upchurch is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and previously worked at the Cherokee County YMCA and the Kitchen Collection. Outside of her advisory role, she co-hosts a podcast focused on faith, food, and fitness that includes prayer and bible studies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

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 financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds the Series 66 designation and previously worked at Elliott Davis Decosimo LLC. Simmons serves as a board member of the Greenville Police Foundation and is involved in several partnerships related to real estate investment and tax services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers a range of platforms and proprietary model strategies.

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.

Pedro Sanchez Beltran is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, BMW Manufacturing Group, and The Fresh Market. He serves as a board member and director for Hub City Football Club, where he helps coordinate soccer league registrations and schedules. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Golden is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Securities Corporation, First Citizens Asset Management, and Guardian Life Insurance Company. He is based in Greenville, SC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives capabilities.

Jacqueline Barber is a financial advisor with Edward Jones, holding a Series 66 designation and 20 years of experience with the firm since 2006. She is based in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies under a fiduciary standard. The firm is noted for its extensive network of advisors and branch offices, as well as its affiliated mutual funds and trust services.