Daniel Watson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is a band member with The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Anastasia Tsavaris is a financial advisor at LPL Financial in Greenville, SC, holding a Series 66 designation with 11 years of industry experience. She previously worked at Eagle Asset Management and Raymond James and Associates. Outside of her advisory role, she is also a certified yoga teacher. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Stewart Nelson is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with three years of industry experience. He previously worked for NEIS, Inc. for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Wells Fargo Clearing, Health IQ, Select Quote, Jehm Wealth and Retirement, and earlier, five years at Edible Arrangements. Wells Fargo Advisors is a large 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 backed by research from the Wells Fargo Investment Institute.

Johnathan Reece is a Series 66-licensed advisor with Thrivent Investment Management and has one year of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a wide range of financial topics without providing discretionary portfolio management.

Jonathan Vander Hoek is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in related business activities including sales of loan products and referrals for home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Tyler Lipscomb is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience with Americans for Prosperity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party investment programs alongside firm-offered solutions.

Trevor Sherf is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Madison Avenue Securities and Common Sense Retirement Planning. Prior to his financial services career, he held roles in various organizations including Bob Jones University and Southeastern Freight Lines. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rufus Farley III is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Republic Finance, as well as positions outside finance such as at Outback Steakhouse and the University of South Carolina. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

William Bruce is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Bruce is also a member of a business networking group where he exchanges referrals with other professionals. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized client assessments and a broad range of investment options.

Thomas Way is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy in Greenville, SC, supporting students on the dyslexic spectrum. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Katie Best is a Series 66-credentialed advisor at Edward Jones with experience beginning in 2023 and a diverse background including roles outside finance such as operating Kate's Face Paint Creations and working at The Health Dare. She has held two separate terms with Edward Jones and a position at Grandbohemian Art Gallery. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Judith Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she co-manages a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and maintains a large national network of advisors and branches.

Jeffrey Hodgson is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He worked at Fidelity Investments for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Reid Hearn is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His background includes roles in education at Blue Ridge High School, Blue Ridge Middle School, and Mountain View Elementary. Primerica Advisors is a large-scale firm managing approximately $15.5 billion in assets and serves primarily individual investors through a wrap-fee asset management program that employs model-delivery strategies and discretionary portfolio management.

Emily Waits is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Prisma and several healthcare-related organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Herbert Fleming Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1999. Fleming serves as Vice-Chair on the advisory board of Clements Kindness, a nonprofit focused on children and youth in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Ellenor Burrell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Carolinas Wealth Management and experience managing hospitality businesses such as Sole Sushi Bar and Grill and Brews at The Square. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans.

Patricia White is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Northwestern Mutual Investment Management and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of financial advisors and provides both brokerage and advisory solutions.