Angela Charping is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over a decade of experience in the financial services industry. She has been with Wells Fargo in various capacities since 2010, including roles at Wells Fargo Bank NA and Wells Fargo Clearing Services. Based in Greenville, SC, Charping's career is centered on investment advisory and financial services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Dustin Owens is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Verizon Wireless, Verizon Connect, and Spectrum (Charter Communications). Outside of his advisory role, Owens coordinates the rental of a property in Woodruff, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Kenneth Long is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including TD Ameritrade and Fidelity. He is also president of two non-investment websites, billhelp.uk and loantorent.com, which currently generate only residual activity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large scale and integrated structure with a variety of advisory and brokerage services.

Ryan Hayward is a Financial Consultant at Fidelity Investments. He partners with clients to understand their short- and long-term goals and helps build customized financial plans tailored to their family's needs. Ryan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, then Planning Consultant before his current position. This experience has provided him with a comprehensive understanding of financial planning and workplace solutions. Outside of his professional career, Ryan has personal interests in biking, camping, hiking, and outdoor adventures.

Michael Gabriele is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client investment strategies.

Joshua Burns is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, initially serving as a Financial Consultant before advancing to his current role in 2020. Joshua works with clients to create, implement, and maintain complex and unique financial plans. His professional focus is on helping clients achieve their financial goals through careful planning and dedicated service. Joshua's experience spans over several years within Fidelity Investments, where he has been engaged in financial consulting roles that support clients' long-term financial objectives.

Joshua French is a financial advisor with Merrill in Fountain Inn, South Carolina, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bray Friar is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, many implemented through third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Lawson Ballard Jr. is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, charitable organizations, and public entities. The firm offers a range of financial planning and consulting services, employing a variety of portfolio management styles and supporting municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Jennifer Manning is a financial advisor at Morgan Stanley in Greenville, SC, holding a Series 66 designation with seven years at the firm and a total of nine years of industry experience. Her prior work includes a decade at Priority One Security. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides financial planning through its Financial Advisors and Estate Planning Strategies Group.

William Ellenberg IV is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Calhoun Corners Restaurant and was involved with Connie Maxwell Children's Ministries. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gregory Sieber is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a minority investment in Arcpoint Labs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and advisory resources.

Emma Vick is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She joined Ameriprise in 2024 and has previously worked in roles at Clemson University and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Cockram is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services for eight years and at Musical Innovations for four years. Outside of her advisory role, she performs as a substitute violinist with the Hendersonville and Brevard Philharmonic Orchestras and serves as a violin section member and audition adjudicator for the Spartanburg Philharmonic Youth Orchestra. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Jetton is a Series 66 licensed financial advisor with Edward Jones in Easley, South Carolina, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Monica Richey is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Walker Allen LLP and Parham Smith & Archenhold. 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 programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

Benjamin Clauss is a CFA® charterholder with 27 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. His prior experience includes twelve years at Bank of America and over two decades at Merrill. Clauss serves as chair of the endowment committee for the nonprofit Triune Mercy, assisting with investment policy and oversight of outside advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning and advisory services through a variety of portfolio management styles and affiliated research.

Joel Gray is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 portfolios, third-party asset management, and institutional platforms, supporting advisory strategies through research tools and extensive non-advisory financial services.

Allison Morris is a financial advisor with Ameriprise in Greenville, SC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of finance, Morris is also an artist who creates charcoal and ink drawings as well as acrylic and multimedia paintings. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on comprehensive investment research and tax-aware strategies.

Carlton Hoskins is a financial advisor with Edward Jones in Belton, SC, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior experience includes roles at Wells Fargo and Scottrade. He is also president and co-owner of Hoskins LLC, a conglomerate based in Hodges, SC. 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 strategies supported by a nationwide network of more than 23,000 financial advisors.