Harold Lawson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at South State Bank, SunTrust Advisory Services, and Raymond James Financial Services. He is also involved in an entrepreneurial venture, Lawson Enterprises LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Thomas Clark Jr. is a financial advisor at Merrill with 11 years at the firm and a total of 4 years in the industry. He holds a Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, he is the owner of The Nutty Swine BBQ, a barbecue catering company and competition team based in South Carolina. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates.

James Cluverius Jr. is a financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various non-advisory financial services.

Daniel Seaman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2014, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he volunteers on the Membership Committee for the Masters of Success Chapter of Business Network International in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Thomas Poteat is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Roger Huddleston is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in a real estate holding company, Advisor Properties, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Long is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services LLC, he served in the United States Army and Florida Army National Guard, and worked briefly at other firms. Outside of his advisory role, he participates part-time as a baker at Flying Fox Coffee in Greer, South Carolina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers solutions such as discretionary and non-discretionary advisory services, fund advisory, and consulting.

Sydney Ludwig is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC. 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, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ronald Payne is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including NEXT Financial Group, VOYA Financial Advisors, and Wells Fargo Advisors. Outside of his advisory role, he is involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting various client needs through discretionary strategies, third-party managers, and proprietary models.

Jeffrey Allen is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 18 years at UBS Financial Services Inc. 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 financial planning and investment solutions, supported by extensive research and technology tools.

Terence Tysinger Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at Edward Jones and Waddell & Reed, Inc. He has also operated Tysinger LLC and maintains a separate business entity, Tysinger Wealth Solutions LLC, for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology tools.

Caryn Vedane is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2016 and previously operated Vedane Interiors for 17 years. 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 strategies supported by a large national network of advisors and branch offices.

Eric Chisom is a financial advisor at Edward Jones in Simpsonville, SC, holding a Series 66 designation. He joined Edward Jones in 2025 after a 22-year career at Lowe's Home Improvement. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 advisors.

James Switzer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Merrill. Outside of his advisory role, he is involved in agricultural activities through Cross Arrow Farms and serves as branch manager of Switzer Wealth Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports clients through various advisory programs and institutional consulting.

Jerry Reimers is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Jennings Cook Financial Services Inc. and Royal Alliance Associates, Inc. Reimers also owns a sole proprietorship involved in financial services, including retirement planning, tax preparation, and the sale of term life and fixed annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a wide range of program options through its multi-advisor platform.

Jefferson Bennie II is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with several years of experience across firms including Franklin Energy and Dream Seat. Prior to his advisory roles, he operated PB&J Renovation for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Michael Bynarowicz is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. He serves as a board member of Carolina International Preparatory School and owns Baynor, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them with appropriate investment programs, offering various mutual funds, ETFs, and alternative investments without sponsoring its own wrap fee program.

Alexzander Abaunza is a financial advisor with Cetera and holds a Series 66 designation. He has one year of industry experience, with previous roles at J.P. Morgan Securities, Wells Fargo Bank, and LivingStone, LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party managers across various discretionary and non-discretionary program structures.

Matthew Sumner is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors and AxA Advisors for 11 years, as well as Edward Jones for one year. 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 asset management solutions delivered through its large network of investment adviser representatives, utilizing both model portfolios and customized strategies.

Hunter Burton is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.