Daniel Egerdahl is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates an online retail sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of more than 23,700 financial advisors.

Michele Huddleston is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she has ownership in a real estate holding company, Advisor Properties, LLC. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Thomas Mcgregor II is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors. Outside of his advisory role, he serves as an administrator and trustee for a family estate and is a member of McGregor Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs delivered through its network of representatives, utilizing third-party asset managers and various advisory models.

Marley Landrum is a Series 66-credentialed financial advisor with six years of industry experience. Currently with LPL Financial since 2025, Landrum previously worked at UBS Financial Services Inc., Raymond James and Associates, and HTI. Outside of advising, Landrum serves as a notary in Greenville, SC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by technology tools.

Paul Valdivia is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Service Trader. With over 14 years of experience in the financial services industry, Paul specializes in working with retirees and pre-retirees to develop unique financial plans and to establish strategies for protecting and managing accumulated wealth.

Melissa Carter is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Emmanuel College for five years. Outside of her advisory role, she is an agent for United Healthcare, discussing Medicare Advantage plan options. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Walter Kivett Sr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with NextGen Supply Chain Integrators, LLC, a consulting business based in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and advisory services without providing individual security recommendations in standalone plans.

Michael Boynton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He has worked with Cambridge Investment Research, Inc. since 2024 and previously was involved with Cambridge Partners & Associates. Outside of finance, his background includes roles in the restaurant industry and entrepreneurial ventures. Cambridge Investment Research Advisors is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and utilizes a range of portfolio management strategies across multiple platform arrangements.

Aaron Cizon is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms including Wells Fargo Clearing, Wells Fargo Advisors LLC, First Citizens Asset Management, and Citigroup Global Markets prior to joining LPL Financial in 2023. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisers and various operational tools.

Charles Fore is a CFP® with 14 years of industry experience, currently serving at Fidelity Investments. His work history includes multiple roles within Fidelity since 2016 and a position at Regent University from 2021 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Harrison Branham is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Cool Pros Heating and Air, and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Sabio is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he works part-time as an independent contractor for Uber Technologies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and firm research.

Graham Holt is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2019, he worked at Champion Coach for two years and CBS Radio for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christopher Hall is a financial advisor with Edward Jones in Greenville, SC, holding a ChFC® designation and a Series 66 license. He has nine years of industry experience, including four years at Toyota of Easley prior to joining Edward Jones in 2017. 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 investment solutions supported by a large nationwide network of advisors and branch offices.

Brandon Leonard is a Series 66-credentialed financial advisor with Ameriprise in Simpsonville, SC, and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Leonard serves on the boards of the ReCraft Creative Reuse Center and the Upstate Fatherhood Coalition, contributing to community organizations in Greenville, SC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bert Arrowood is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held his current position at UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets solutions.

Lynn Garrick is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2021. Outside of her advisory role, she is an owner/member of 5th Gen LLC, a passive investment entity. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Raymond Heath is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of the Spartanburg County Commission for Higher Education, where he supports the University of South Carolina Upstate's mission and manages the commission's endowment fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit options, tailored to plan objectives and demographics.

Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Richard Crumpler Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wachovia Bank, N.A., and United Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement participants, banks, and institutions. The firm provides access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.