William Granger III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 11 years of industry experience. He has previously worked with Cetera Advisor Networks and has been involved with Stravolo Wealth Management since 2014, where he provides financial planning and consulting services through an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisors. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational tools and research resources.

Alison Galloway is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has spent her entire career at Edward Jones. Outside of her advisory work, she operates as an independent beauty consultant specializing in skin care and cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Hall is a financial advisor with Edward Jones in Greenville, SC, holding a ChFC® designation and a Series 66 license. He has nine years of industry experience, including four years at Toyota of Easley prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brandon Leonard is a Series 66-credentialed financial advisor with Ameriprise in Simpsonville, SC, and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Leonard serves on the boards of the ReCraft Creative Reuse Center and the Upstate Fatherhood Coalition, contributing to community organizations in Greenville, SC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Judd is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2007. Judd serves as a board member for the Sigma Nu Theta Rho Alumni Association and the Lutheran Day Nursery of Chicago. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Jennie Dunbar is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in hospitality and related fields at Carroll Hospitality, Innisfree Hotels, Uptown Circle, LLC, and Corner Clean Hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Weir is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, he is the owner of a rental property in Myrtle Beach, SC. 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 based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Zachary Strehl is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth planning, retirement strategies, generational wealth, and investment management. Zachary focuses on providing comprehensive financial strategies that support his clients' short- and long-term goals, aiming to simplify complex financial matters to empower and secure their financial futures. He holds a Bachelor's Degree in Finance with a minor in Economics from Wofford College. Zachary has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Zachary enjoys adventure sports, biking, boating, hiking, pickleball, running, woodworking, and spending time with his family.

Lynn Garrick is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2021. Outside of her advisory role, she is an owner/member of 5th Gen LLC, a passive investment entity. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Roy Redman Jr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with several firms including Avantax Advisory Services and Hd Vest Investment Services. Outside of his advisory role, he owns and operates tax preparation businesses, including Matrix Tax & Financial Services LLC and TAXSAVERS LLC, where he manages tax preparation and planning services in Spartanburg, SC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program structures and third-party managers, managing over $256 billion in assets through a large network of independent advisors.

Raymond Heath is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Outside of his advisory role, Heath serves on the Spartanburg County Commission for Higher Education, where he participates in university advocacy and endowment fund management. Wells Fargo Advisors is a national securities firm providing 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 and analytics.

Richard Crumpler Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Crumpler also has ongoing involvement with United Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering various investment strategies and institutional platforms.

James Marshall is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he spent eight years at Spring Island Trust. 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 large network of financial advisors and branch offices across the nation.

Samantha Giorgio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, Inc. and First Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Robert Sharpe Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Chappell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is also the owner of Chappell's Quality Signs, a business he has operated since 2007 that specializes in designing and creating custom signs and banners. 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 financial advisors and branch offices, and operates under a fiduciary standard.

Mckinley Brown is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Brown worked at Cregger Company and was employed at Clemson University. 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.

Alexander Mcgrath is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 12 years. Mcgrath is also involved with The Spurs Up Show, a project he has been part of since 2019. 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, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Stephen Noblin is a ChFC® credentialed financial advisor with 41 years of industry experience, currently with Cetera. His prior experience includes roles at VOYA Financial Advisors and leading his own firm, Easler, Easler, Noblin, for over two decades. Outside of finance, he manages a micro distillery business, Rock Bottom Distillers, which he assists in operational management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management options and access to third-party money managers.

Matthew Perry is a financial advisor with Ameriprise in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2005, including the current firm since 2020. Perry also manages his own financial planning practice through Langdon & Perry Enterprises Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.