Robert Davis is a financial advisor with LPL Financial in Mauldin, South Carolina, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill and Edward Jones before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by various technology tools and a broad platform of financial products.

Zaine Bradford is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, Bradford held roles at Eagle Capital Advisors, Miller Electric, and Righteous Rides, among others. Bradford was also affiliated with Carolina Creek Cristian Camp and has academic experience at LeTourneau University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a variety of investment strategies and platform arrangements tailored to client objectives.

Samuel Reese III is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining RBC in 2021. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailored to each client’s risk profile.

Daniel Fetterolf is a CFP® and CFA® credentialed financial advisor with 18 years of experience, currently practicing at UBS Financial Services in Greenville, SC since 2008. He serves as a membership chair officer for the SC CFA Society and works as an exam grader for the CFA Institute. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Vanessa Faison is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Investments, Tapestry, Inc., and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffrey Stanley is a CFP® professional with over 21 years of experience in financial advising, currently serving at Edward Jones since 2004. He is based in Spartanburg, SC. Outside of his advisory work, he manages several real estate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Richard Curran is a CFP® with 30 years of experience in the financial services industry. He is currently with OSAIC and previously worked at LPL Financial for 23 years and Independent Advisor Alliance, LLC for six years. Outside of advising, he serves as a FINRA arbitrator and has authored a basic investment book titled "Keep It Simple, Stupid." He also manages a donor-advised fund known as The Curran Family Fund. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided asset allocation tools and third-party platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Rice is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he is a musician who plays the violin, saxophone, and piano. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Dustin Shirah is a CFP® professional affiliated with Edward Jones in Greenville, SC, with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Brenda Belnome is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Colin Pyfrom is a financial advisor at Charles Schwab with 18 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Richard Painter is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has been part of Elliott & Painter, LLP since 2010. Outside of his advisory work, he co-owns Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Anissa Calhoun is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Her current tenure at Morgan Stanley began in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Bryce Sain 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, Northwestern Mutual, and Joyce Manufacturing. His background also includes teaching positions at Furman University, Christ School, Swain County High School, and Swain Middle School. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pamela Batson is a CFP® professional with 27 years of experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a member of the Finance/Stewardship Committee at First Presbyterian Church Greenville, where she assists with budgeting and financial oversight. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy development, performance reporting, and participant education. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Burgess is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016, with a brief tenure at ProEquities, Inc. and operating the Kyle Atkins Financial Group, Inc. prior to returning to Edward Jones. 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, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Asa Ramirez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2022. He also has teaching experience at Cowley County Community College from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Caleb Morrison is a financial advisor at Ameriprise in Greenville, SC, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles in education, plumbing, pest control, and warehouse operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Gary Johnson is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and Axa Advisors, LLC. He is the owner of GCJ Whaling, LLC, which he uses for employee payments and marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party managed programs, delivering advice through a network of Investment Adviser Representatives.

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.