Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates 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, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Russell Rhodes is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent LLC. He also operates an insurance brokerage under the name Strategic Planning Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements and a range of investment programs, including recently introduced event-driven planning services.

Matthew Brookshire is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, United Federal Credit Union, and CUNA Mutual Group. He also serves in a fiduciary capacity for the Martha Williams Brookshire Trust. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of investment professionals.

Nicole Laughter is a Certified Financial Planner (CFP®) with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Thermo Fisher Scientific from 2009 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

Jonathan Healey is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant for eleven years. Outside of his advisory role, he owns and manages Opulent Strategies LLC, a business consulting firm based in Greenville, SC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Steven Lvovsky is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Merrill since 1989 and has been affiliated with Bank of America since 2009. 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. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Moss is a CFP® and Series 66 licensed financial advisor with Edward Jones in Greenville, SC, where he has worked for 17 years. He has maintained his practice exclusively with Edward Jones since 2009. Outside of advising, he is involved in several real estate ventures through ownership and management of multiple rental properties. 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, operating under a fiduciary standard and supporting a large national network of financial advisors and branch offices.

Maura Maness is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. She has been with UBS Financial Services since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor client strategies.

Gerald Johnson is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors and as chairperson of the Finance Committee for The Methodist Church of Simpsonville. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

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 at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Advised Assets Group, LLC. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

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.

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.

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.

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.

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.