George Howell IV is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. Prior to joining Wells Fargo, he worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Parker Babbe is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he is involved in e-commerce as a capital provider and owns a short-term rental property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

William Hearne is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with firms including Penn Mutual Life Insurance and Signature Wealth Group, where he continues to serve as an associate. Outside of his advisory role, he is involved with the Florence Breakfast Rotary Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs and institutional consulting.

Jeffrey Froman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns Froman & Associates, LLC, a business that manages his practice expenses and tax matters. Ameriprise serves clients primarily through retirement-income planning services tailored to individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Hall is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 50 years of industry experience. His previous roles include positions at Citigroup Global Markets and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers.

Heidi Edwards is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. She previously worked at BW Flexible Systems from 2006 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Timothy Gantt is a CFP®-designated financial advisor with 16 years of industry experience, currently serving clients at Edward Jones since 2017. His prior experience includes roles at New York Life and NYLIFE Securities LLC from 2009 to 2017, as well as a position at Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jacob Whatley is a financial advisor at UBS Financial Services in Greenville, SC, holding a Series 66 designation. He joined UBS in 2026 and has previous experience working with the Greenville County School District and Blue Ridge High School. Outside of his advisory role, he has long-term involvement with Chick-Fil-A. 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, offering proprietary research and a broad range of capital markets services.

Stephanie Hafter Lipford is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked for Wells Fargo in various capacities since 2011 and spent four years at Truist Advisory Services Inc. Outside of her advisory role, Lipford serves as a board member for the District Five Foundation, which supports local schools through fundraising and grant awards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kyle Walker is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. His career includes positions at JJB Hilliard W.L. Lyons and Bank of America, N.A. He has been with Robert Baird & Co. since 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

James Lee is a financial advisor at Merrill in Greenville, SC, with 7 years of industry experience and a Series 66 designation. He has been associated with Merrill and Bank of America since 2013. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Molly Dunlap is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS Financial Services for a total of 20 years, with a two-year period at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and banking products.

James Yarbrough is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked at UBS Financial Services and has served as trustee or personal representative for multiple family trusts and estates. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven portfolio management with broad financial product distribution through bank and insurance affiliates.

Rushell Bennie is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at DreamSeat from 2016 to 2019. Bennie holds the Series 66 designation and is based in Greer, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Felicia Hill Graham is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at The Vanguard Group for 10 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, including futures commission merchant activities and proprietary research distribution.

Sandra Mcavoy is a Series 66-licensed financial advisor with UBS Financial Services in Greenville, SC, where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she volunteers with the Smocking Arts Guild of America, serving as a liaison for local chapters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Sara Rieser is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a consultant for Arbonne International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing research from its Chief Investment Office and global resources to tailor client plans.

Jennifer Gilman is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 credential and with four years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she sells crochet patterns and vintage items on platforms such as Ravelry and Etsy, and is the owner of Grumpy's Kitchen and Provisions, a business focused on spices and kitchen accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jeannie Fowler is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 40 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, model portfolio programs, and institutional platforms.

Christopher Newton is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Lakeside Lodging, LLC, a dormant real estate partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with both wealth management and institutional trading capabilities, providing a broad range of services including portfolio management, financial planning, and capital markets solutions.