Timothy Johnson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Wabtec Corporation, Roechling Automotive, and Alfmeier Friedrichs and Rath LLC. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Sieber is also a minority investor in Arcpoint Labs, a private investment based in Greenville, SC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of financial planning and consulting services, offering multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Emma Vick is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Clemson University and Clemson Home. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jennifer Cockram is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS Financial Services and Musical Innovations. Outside of finance, she is actively involved as a substitute violinist with the Hendersonville and Brevard Philharmonic Orchestras and serves as a violin section member and youth orchestra audition adjudicator for the Spartanburg Philharmonic. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that focus on written recommendation reports and ongoing annual planning advice for clients nearing or in retirement.

Mitchell Barnette is a financial advisor with Edward Jones, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and has a background that includes roles at Barnes & Noble Booksellers and Winthrop University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at The Huntington Investment Company and Huntington National Bank. Outside of finance, she is also an artist specializing in charcoal, ink drawings, and acrylic abstract paintings. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joe Palmer is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2024. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Bertash is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at BlackRock for seven years before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

John Bugay is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Ameriprise in Greenville, SC. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, Bugay is involved in managing the day-to-day operations of his team practice through Elevate Management Firm, LLC, serves as President of the Roper Professional Park POA board, and provides coaching and consulting for financial advisory practices. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions.

Jonathan Macko is a CFP® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is president of Palmetto Preparedness, a sole proprietorship that creates personalized family disaster preparedness plans. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, consolidation activity, and complex affiliate network supporting multiple investment programs.

Donna Panton is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at CUSO Financial Services, Key Investment Services, Equitable Advisors, and Fifth Third Securities. Outside of her advisory work, Donna is also an author under the name D.A. Sweeten. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Adler is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates, Inc. since 2006 and joined Raymond James & Associates in 2021. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities with a range of financial planning and consulting services, relying on various portfolio management styles and affiliated research.

Carolina Hernandez Pacheco is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for ten years and at Publix for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates for implementation and portfolio services.

Frank Wilson is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo Clearing, and Wachovia Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.