Andrew Plumblee is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Greenville County Schools for 13 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and planning tools to develop tailored recommendations.

Jonathan Mitchell is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at MAU Workforce Solutions and Wofford College. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a network of investment adviser representatives and third-party asset managers.

Frederick Phillips Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a 25% partner in Twin Oaks Development, a commercial real estate investment entity in Spartanburg, SC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Mary Brockman is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience as an educator at several schools, including Hilton Head Island High School and Waccamaw Middle and High Schools. Outside of finance, she has experience working at Quiet Storm Surf Shop. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.

Mary Watson is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Watson serves as Vice President of the Roper Professional Park Property Owners Association and Chair of the Westminster Endowment Committee, and she is involved in managing operations at Elevate Management Firm, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

James Heaton Jr. is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors for 37 years before joining Raymond James in 2019. He is an officer and treasurer of the Riverstead Community Board, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementations through its advisory programs and affiliated firms.

Stephen Fleming is a CFP® professional with 29 years of industry experience. He currently works at Cetera and has previously been affiliated with First Citizens Investor Services, Truist Investment Services, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and manages an Italian ice and custard shop and collects and sells coins through an online platform. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning services, and access to third-party money managers through a multi-manager platform.

Jennifer Collins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2015 and at Raymond James Financial Services, Inc. since 2018. 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 a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.

Brent Furnish is a financial advisor at Edward Jones in Greer, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining Edward Jones, where he has been since 2023. 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 advisors and branch offices.

Jeffrey Earley is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial LLC, Woodbury Financial Services, Inc., and Thrivent Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and financial planning services.

Michael Watts is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and 44 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and CP Advisory Services, along with a longstanding association with Don Reed & Associates. Outside of his advisory work, he is involved in managing commercial properties and art studio rentals through several business ventures. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features affiliated model strategies under its Founders Gate Capital brand.

Benjamin Pearman IV is a financial advisor with LPL Financial in Taylors, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at South Carolina Bank and Trust, Sorrento Pacific Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Paula Ann Conti is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Wells Fargo in 2025, she worked at Morgan Stanley for eight years and held positions at Carolina Capital Management and Securian Financial Services. Outside of her advisory role, she serves as a power of attorney and executor for a friend, managing their affairs and estate as needed. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roger Williams Jr. is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012, following five years at Palmetto Tide Holdings, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by proprietary research and model manager options.

Paul Valentine is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner and CEO of Hillside Boarding Stable and co-owns his Edward Jones office as part of a team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors.

Frederick Koppelmann is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets 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 a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, supported by extensive research and operational tools.

Zachary Haddan is a CFP®-certified financial advisor with Edward Jones in Greenville, SC, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Haddan owns and manages a hobby farm with various animals and a hay field, and he also operates a camper rental business in Piedmont, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Michael Freeman is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent 14 years with Major League Baseball. Outside of his advisory role, he owns Trusted Tracts LLC, a business focused on acquiring and improving vacant land for recreational use and resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing tailored plans based on proprietary research and capital market assumptions.

Ross Hammond is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2024. Prior to his current roles, Hammond gained experience with OTO Development, Price Waterhouse Coopers, and Cline Brandt Kochenower. He serves on the boards of the Spartanburg Philharmonic and the Spartanburg Rotary Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, serving clients primarily in an advisory capacity.