Nicole Laughter is a Certified Financial Planner (CFP®) with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Thermo Fisher Scientific from 2009 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Riley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Before joining Edward Jones, he spent four years at Erskine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Hampton Williams is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2024. In this role, he partners with clients to define and help reach their financial goals. Prior to this, he held positions as a Planning Consultant from 2023 to 2024 and as a Workplace Planning Consultant from 2020 to 2023, all within Fidelity Investments. Throughout his tenure at Fidelity, Hampton has developed expertise in financial planning and consulting, focusing on helping individuals and workplace clients navigate their financial strategies. His experience spans multiple roles within the firm, contributing to a comprehensive understanding of financial advisory services. Outside of his professional work, Hampton's personal interests include running and tennis.

Jonathan Healey is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked as a self-employed consultant for eleven years. Outside of his advisory role, he owns and manages Opulent Strategies LLC, a business consulting firm based in Greenville, SC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Steven Lvovsky is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Merrill since 1989 and has been affiliated with Bank of America since 2009. 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. The firm employs model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Moss is a CFP® and Series 66 licensed financial advisor with Edward Jones in Greenville, SC, where he has worked for 17 years. He has maintained his practice exclusively with Edward Jones since 2009. Outside of advising, he is involved in several real estate ventures through ownership and management of multiple rental properties. 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 solutions, operating under a fiduciary standard and supporting a large national network of financial advisors and branch offices.

Tyler Hutchens is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab and Fidelity Brokerage Services LLC. Outside of his advisory role, he participates in food delivery services through platforms such as Uber Eats, Grub Hub, and Door Dash. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, 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 advisors and 15,000 branch offices.

Maura Maness is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 credential and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Gerald Johnson is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors and as chairperson of the Finance Committee for The Methodist Church of Simpsonville. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Jordan Lollis is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Center Street Securities, Edward Jones, and Hartness International. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brent Railey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked with J.P. Morgan Securities and JP Morgan Chase Bank since 2021 and previously served at Advised Assets Group, LLC and GWFS Equities, Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Brian Flemmer is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Raymond James & Associates in various capacities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kara Dowers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she owns Dowers International, an entity formed for Primerica business purposes, and is involved in sales of loan and home-related service products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Vishal Raj is a Series 65 licensed financial advisor with Cetera, based in Greenville, SC, and has seven years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Raymond James & Associates, and he has a long tenure at Michelin N.A. outside the financial sector. Raj is also president of Raj & Associates, CPA PC, providing public accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Terry Meyer is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. He has previous work experience with Primerica Financial Services and has served in the SC Army National Guard for 23 years, as well as holding a long-term position at GE Company. His outside business activities include part-time sales of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and operates with an emphasis on advisory services delivered through its extensive network of financial advisors.

Donnie Campbell is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Campbell is also involved in insurance sales and service through his roles at Financial Management Group and GCG Wealth Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using advanced portfolio construction tools and multiple advisory platforms to manage discretionary and non-discretionary accounts.

James Haltiwanger Jr. is a CFP®-designated financial advisor with Raymond James & Associates in Greenville, SC, where he has 13 years of industry experience. He has served at Raymond James & Associates since 2013. Outside of his advisory role, he volunteers as Treasurer on the advisory board of the Phillis Wheatley Community Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various advisory programs and affiliated research.

Andrew West is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. He previously worked at Raymond James & Associates from 2014 to 2020. Outside of his advisory role, he is a co-owner of CrossFit Greer, a local CrossFit gym in South Carolina. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Alexander Parker is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with Northwestern Mutual and serves as an E-3 Lance Corporal and Assistant Team Leader in the United States Marine Corps. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce and estate-settlement planning.