Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Emma Vick is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Clemson University and Clemson Home. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Cockram is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services and Musical Innovations. Outside of finance, she is actively involved as a substitute violinist with the Hendersonville and Brevard Philharmonic Orchestras and serves as a violin section member and youth orchestra audition adjudicator for the Spartanburg Philharmonic. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that focus on written recommendation reports and ongoing annual planning advice for clients nearing or in retirement.

Mitchell Barnette is a financial advisor with Edward Jones, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and has a background that includes roles at Barnes & Noble Booksellers and Winthrop University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joel Gray is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory strategies through research tools and extensive non-advisory financial services.

Jeremy Morse is a financial advisor with Robert W. Baird & Co. in Moore, South Carolina, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a partial owner and treasurer of Koti Manufacturing Group Inc. and owns Legacy Hill Homes. Jeremy is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing in-house and third-party managers and offering both traditional and complex investment strategies.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

John Bugay is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Greenville, SC. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, Bugay is involved in managing the day-to-day operations of his team practice through Elevate Management Firm, LLC, serves as President of the Roper Professional Park POA board, and provides coaching and consulting for financial advisory practices. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Jonathan Macko is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is president of Palmetto Preparedness, a sole proprietorship that creates personalized family disaster preparedness plans. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, consolidation activity, and complex affiliate network supporting multiple investment programs.

Noah Barnes is a financial advisor at Fidelity with four years of industry experience and a Series 66 credential. His prior roles include positions at Equitable Advisors and Landmark Properties. Outside of advising, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Carolina Hernandez Pacheco is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for ten years and at Publix for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates for implementation and portfolio services.

Palmer Mc Carthy is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Madison Financial and Cambridge Investment Research, Inc. He has a background that includes periods as a full-time student and various other work experiences. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Kenneth Langford is a Series 66-licensed financial advisor with Ameriprise in Anderson, SC, and has 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2001. Langford serves as Treasurer on the Board of Directors for the Anderson Emergency Kitchen. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to clients’ needs.

Michelle Hoosier is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she is also an associate employee at Jeter Hrubala Wealth Strategies LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that, at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services without providing individual security recommendations as part of its standalone financial planning.

Nicholas Armstrong is a financial advisor with Equitable Advisors in Simpsonville, SC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Taylor Equipment Repair LLC and Crunch Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and advisory programs, focusing on personalized client assessment and a range of investment vehicles.

Shawn Glover is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, as well as held academic positions at Furman University, Spartanburg Methodist College, and Anderson University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

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.

William Gore is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Allstate Insurance Company for 10 years and operated Gore Insurance Group for five years. Outside of his advisory role, he has ownership interests in commercial real estate through separate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed accounts, trust services, and securities-based lending.

Bradley Thomas is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at Mungo Homes and Thomas & Thomas and has a background that includes real estate rental through Thomas and Thomas Associates LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a range of advisory strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.