Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

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.

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.

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.

Jeremy Morse is a financial advisor with Robert W. Baird & Co. in Moore, South Carolina, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a partial owner and treasurer of Koti Manufacturing Group Inc. and owns Legacy Hill Homes. Jeremy is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing in-house and third-party managers and offering both traditional and complex investment 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.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

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® professional with 16 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at Sagepoint Financial, Inc. and Morgan Stanley, where he worked from 2013 to 2022. Outside of his advisory work, he is president of Palmetto Preparedness, a business focused on creating personalized family disaster preparedness plans. OSAIC serves a diverse client base including individual, high-net-worth, pension, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and various portfolio management options across a wide range of investment products.

Noah Barnes is a financial advisor at Fidelity with four years of industry experience and a Series 66 credential. His prior roles include positions at Equitable Advisors and Landmark Properties. Outside of advising, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Carolina Hernandez Pacheco is a financial advisor with J.P. Morgan Securities in Taylors, SC, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes ten years at Wells Fargo Bank and three years at Publix. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frank Wilson is a financial advisor at Merrill with Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at notable firms including Bank of America, Wells Fargo Clearing, Wells Fargo Advisors, 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Palmer Mc Carthy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Cambridge, Mc Carthy worked at Madison Financial and held various roles including full-time student and positions outside the financial sector. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation options, including discretionary and non-discretionary strategies, proprietary models, and access to third-party managers.

Lisa Wilson is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Advisors, and Wachovia Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Langford is a Series 66-licensed financial advisor with Ameriprise in Anderson, SC, and has 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2001. Langford serves as Treasurer on the Board of Directors for the Anderson Emergency Kitchen. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations tailored to clients’ needs.

Michelle Hoosier is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she is also an associate employee at Jeter Hrubala Wealth Strategies LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that, at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services without providing individual security recommendations as part of its standalone financial planning.