Douglas Adler is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates, Inc. since 2006 and joined Raymond James & Associates in 2021. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities with a range of financial planning and consulting services, relying on various portfolio management styles and affiliated research.

Frank Wilson is a financial advisor at Merrill with Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at notable firms including Bank of America, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Palmer Mc Carthy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Cambridge, Mc Carthy worked at Madison Financial and held various roles including full-time student and positions outside the financial sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation options, including discretionary and non-discretionary strategies, proprietary models, and access to third-party managers.

Lisa Wilson is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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 at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he is a 25% owner of Fielder 117, LLC, a real estate-related business based in Fripp Island, SC. 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 advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.

George Lucas is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has prior work history at firms including CRG, Elliott Davis, Duff & Phelps, and Wildermuth Securities. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management solutions, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joseph Elder is a financial advisor with Edward Jones in Simpsonville, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Keller Williams from 2013 to 2021. Outside of advising, he is the owner of several holding and real estate companies. Edward Jones is a wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Stephen Eye is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Robert Baird & Co., Jjb Hilliard Wl Lyons, LLC, Suntrust Investment Services, Inc., and Wells Fargo Clearing. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Tor Bennstrom is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, Bennstrom is a founding member of the Greenville Cycling Classic, an annual bike race held each April. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samuel Hall is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management Distributors LLC and spent time in academic roles at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Joseph Banish is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise in Simpsonville, SC. He has worked at Ameriprise since 2017, including its predecessor Ameriprise Financial Services Inc., and previously at PNC Investments. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Jared Wix is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Bank of America and Merrill since 2014. Outside of his advisory role, he is a general partner for Watt & Wix Entertainment, a small-scale music recording and sales business. 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 strategies for a range of individual and institutional clients.

Patrick Fitzsimmons is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Raymond James entities since 2013. He is also the owner of FFH Wealth Advisors LLC, doing business as Axia Wealth Advisors, a support company based in Greenville, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning and analytical tools to assist clients with their investment goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services and municipal advisory support.

Margaret Burns is a financial advisor with Edward Jones in Greenville, SC. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she spent several years working with Grace Church and Brio Internal Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

John Haase is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Anthony Gallo currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he partners with local financial professionals to engage clients throughout the financial planning process. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2019 to 2021. His experience in the financial services industry includes roles such as Associate Director and Sales Manager at UBS Financial Services, Inc. from 2014 to 2019, and Vice President at Bank of America, Merrill Edge from 2011 to 2014.