William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs. William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.

David Flint is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, based in Greenville, SC. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Karen Lane is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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, and municipal entities, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marcus Laughter is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a vacation property business and volunteers as an unpaid river guide for Western River Expeditions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Skylar Winkles is a financial advisor at Morgan Stanley with nine years of industry experience. Winkles holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, previously working at The Vanguard Group and American Credit Association. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm-approved tools to model outcomes, primarily acting in an advisory capacity.

Albert Campbell III is a CFP® professional with 19 years of experience in the financial industry. He is currently with Cetera and has previously worked at Carroll Financial Associates, Cetera Wealth Services, WSA Affiliates, and Probity Advisors. He serves as president of a local homeowners association and is a board member of the Community Foundation of Greater Clemson. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.

Brian Lusco is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera, Wells Fargo, and H.D. Vest Advisory Services. Lusco is also involved with Beacon Tax & Accounting Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Mason Carver is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Sanders Wealth Management, and Elliott Davis. Outside of advisory work, he participates as an educational speaker delivering non-product specific financial well-being presentations through My Secure Advantage. Osaic Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various securities and investment types.

Martin Culbertson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Culbertson holds ownership interests in investment-related businesses, including CULBERTSON YPW, LLC and Yield Private Wealth, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with an emphasis on discrete planning engagements across multiple specialized areas.

Sydney Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2026, Robinson worked at Fluor for six years and Cherry Bekaert for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 databases.

Charles Coveney is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Coveney conducts advisory services through entities including Coveney Wealth Management and Sharonview Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Eric Hudgens is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James and its affiliates since 2013. Hudgens operates two support businesses under the Axia Wealth Advisors name in Greenville, SC. 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 entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Thomas Pollock is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he oversees business operations for Thomas M Pollock, Inc., an S-Corp. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brody Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing Services, Bank of America, Merrill, and served in the United States Army for eleven years. He has ownership interests in two financial-related businesses based in South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Julie Ramsay is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. She has eight years of industry experience, including twelve years at Bank of America prior to joining Edward Jones in 2017. Outside of her advisory role, she co-manages a property management business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Maxwell Russell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial plans that prioritize their families' unique needs while aiming to help them achieve their financial goals. His approach focuses on delivering tailored strategies that address clients' immediate financial concerns and empower them to make informed decisions for their futures. Prior to his current position, Maxwell served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and investment consulting within the firm. Outside of his professional work, Maxwell has interests in food, football, golf, lake activities, movies, and skiing.

Jeffery Lockman is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, he worked at Raymond James & Associates, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at DLJ Inc. and Axa Advisors, LLC, and spent over a decade at Holy Smoke Studios before focusing fully on financial advising. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a range of firm-offered and third-party advisory programs.

Christopher Simcho is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, New York Life Insurance Company, Kestra Financial, and Fidelity. He has experience working in both advisory and private banking capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.