Jason Moore is a financial advisor at Osaic Wealth in Greenville, SC, holding a Series 66 designation. He has approximately one year of industry experience, including roles at Gwynn, Moore, and Associates, Inc., and previous self-employment. Osaic Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custody and program arrangements.

Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

Nathan Niles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at TD Private Client Wealth for three years and has held various roles including supporting client service operations. He is also involved in support roles at Four Corners Advisor Group and Baker Wealth Advisors LLC outside of his advisory duties. 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 investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.

Christopher Bolle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Raymond James and Associates, J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Bolle is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and participant-level retirement advice.

Kevin Hill is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Hill is involved in private security and training as the owner of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices nationwide.

Ethan Yeary is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC, Palmetto Citizens FCU, and CUNA Mutual Group. Yeary also holds a notary commission with Palmetto Citizens FCU. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Kyle Roser is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. His prior experience includes roles at Harrisdirect LLC, IC Advisory Services, Inc., Uvest Financial Services Group, Inc., and Truist Investment Services, Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Max Kalfjall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative and analytical approach.

Christopher Newton is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Rose is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He is also a volunteer coach at St. Joseph's Catholic School in Greenville. 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 portfolios, and access to third-party asset managers, supported by a network of over 22,800 advisors.

Malcolm Street III is a CFP® professional with 27 years of industry experience. He is currently affiliated with OSAIC and has held prior roles at Maxworth Consulting Group, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Outside of his advisory work, he serves as chair of the endowment committee at Mauldin Methodist Church. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to a range of managed strategies and alternative investments.

Thomas Metcalf is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has prior experience at Voya Financial Advisors and Livingstone Holdings, LLC. In addition to his advisory work, he serves as an independent insurance agent and is the owner and president of Livingstone LLC, a financial services firm. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Zachary Scheidly is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at United Community and has experience in education and camp administration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options and integrated brokerage, custody, and advisory services.

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

John Allen is a financial advisor with Edward Jones in Taylors, South Carolina, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves on the finance committee for the South Carolina State Child Evangelism Fellowship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Andrew Williams is a financial advisor with Robert W. Baird & Co. in Greenville, SC, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Prior to joining Baird in 2021, he worked at Bank of America for 23 years. He serves on the Endowment Committee at Westminster Presbyterian Church. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Justin Boger is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2024, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2024. 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 the Wells Fargo Investment Institute.

Frederick Shows Jr. is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked with Good Life Advisors, LLC for ten years and has been involved with United Healthcare for more than two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and retirement advice solutions, supported by technology tools and a large network of over 22,800 advisors.