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.

Travis Thompson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked for six years at Renfrow Industrial and spent four years at North Greenville University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

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.

Ricky Higgins is a financial advisor with LPL Financial in Spartanburg, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including eight years at First Heartland Capital Inc prior to joining LPL Financial in 2024. Higgins also engages in insurance agency activities through Walker, Higgins and Associates Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

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.

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.

William Lyles is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lyles serves on the finance committee of the Spartanburg County Clemson Club and is a board member of the Spartanburg High School Class of '77 social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates for modeling financial outcomes.

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.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at GWN SECURITIES, Inc., Foresters Equity, and his own firm, Barnette and Associates Wealth Management, LLC. In addition to advisory services, he operates as an independent insurance agent offering life, health, disability, and annuity products. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions, including proprietary and third-party models, and supports both discretionary and non-discretionary strategies tailored to client objectives.

Neil Smith is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and bringing seven years of industry experience. Prior to joining UBS in 2018, he worked as an on-air television analyst and broadcaster specializing in professional hockey with NHL Network, where he remains active part time. He also works as a part-time scout for the Vegas Golden Knights and provides analysis for PAC-12 Network collegiate hockey broadcasts and ECHL minor league events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

David Rich is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2018. Prior to his current role, he spent time at Community Journals and The LIST Company, and has been conducting speaking and training seminars as a professional speaker since 1986. He is also an author of previously published books. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors.

Francine Bergmann is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide portfolio construction and offers a wide range of brokerage and advisory solutions.

Margaret Upchurch is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and previously worked at the Cherokee County YMCA and the Kitchen Collection. Outside of her advisory role, she co-hosts a podcast focused on faith, food, and fitness that includes prayer and bible studies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Claude Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and Regions Bank. Robinson is based in Greenville, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.