Mason Brown is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, Mason worked in educational roles at Montreat College, Anderson University, and Anderson Christian School. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Valorie Warth is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill for nine years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals and risk tolerances.

Andrew Schroeder is a financial advisor at Edward Jones in Greer, South Carolina, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in education and skills training roles spanning over a decade. Outside of advising, Schroeder manages a rental property in Greenfield, Wisconsin. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Julie Mullikin is a CFP® with 19 years of industry experience, currently serving at Raymond James Financial. She has worked with Pinnacle Financial Partners and BB&T in prior roles. Mullikin also holds a position as Treasurer and Board Member on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Amanda Miller is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2018. Prior to joining Schwab, she worked for a decade at T Rowe Price Investment Services. She is a member of the Prisma Health Cancer Advancement Council, participating in fundraising events and patient support activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Virginia Laclair is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has over 16 years of experience in the financial services industry, including previous positions at Fidelity Investments such as Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Senior Registered Client Services Associate at Morgan Stanley and as a Senior Client Associate at Wells Fargo Advisors. Virginia focuses on creating customized wealth strategies by collaborating closely with clients to understand their goals and family needs. Her approach emphasizes communication, trust, and collaboration to develop financial plans that are tailored to each client’s unique situation. Outside of her professional career, Virginia enjoys family activities, football, horseback riding, spending time with pets, and volunteering.

Andrew Moore is a financial advisor at UBS Financial Services in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Grace Community Church for five years and Booster Enterprises for eight years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Joshua Hollar is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. He holds the Series 66 designation and is based in Easley, SC. Outside of his advisory role, he is also involved in rental property ownership in Greenville, SC. 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 solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Jennifer Sharp is a CFP® with 18 years of industry experience, currently with OSAIC since 2023. She previously worked for FSC Securities Corporation for ten years. Sharp owns a sole proprietorship that offers life insurance and long-term care services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using advanced portfolio construction tools and supports a variety of investment platforms and third-party solutions.

Angela Charping is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and over a decade of experience in the financial services industry. She has been with Wells Fargo in various capacities since 2010, including roles at Wells Fargo Bank NA and Wells Fargo Clearing Services. Based in Greenville, SC, Charping's career is centered on investment advisory and financial services. Wells Fargo Advisors is a national securities firm that provides 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 from the Wells Fargo Investment Institute.

Dustin Owens is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he held positions at Verizon Wireless, Verizon Connect, and Spectrum (Charter Communications). Outside of his advisory role, Owens coordinates the rental of a property in Woodruff, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Kenneth Long is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including TD Ameritrade and Fidelity. He is also president of two non-investment websites, billhelp.uk and loantorent.com, which currently generate only residual activity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm combines a large scale and integrated structure with a variety of advisory and brokerage services.

Ryan Hayward is a Financial Consultant at Fidelity Investments. He partners with clients to understand their short- and long-term goals and helps build customized financial plans tailored to their family's needs. Ryan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I, II, and III, then Planning Consultant before his current position. This experience has provided him with a comprehensive understanding of financial planning and workplace solutions. Outside of his professional career, Ryan has personal interests in biking, camping, hiking, and outdoor adventures.

Michael Gabriele is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2000 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client investment strategies.

Joshua Burns is a Vice President and Financial Consultant at Fidelity Investments. He has been with the company since 2016, initially serving as a Financial Consultant before advancing to his current role in 2020. Joshua works with clients to create, implement, and maintain complex and unique financial plans. His professional focus is on helping clients achieve their financial goals through careful planning and dedicated service. Joshua's experience spans over several years within Fidelity Investments, where he has been engaged in financial consulting roles that support clients' long-term financial objectives.

Joshua French is a financial advisor with Merrill in Fountain Inn, South Carolina, holding a Series 66 designation and 21 years of industry experience. He has been with Merrill since 2010. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 having 10 years of industry experience. He began his career with Axa Advisors, LLC before continuing with Equitable Advisors since 2016. Outside of advising, he is the owner of FRIAR LLC, which pays for a non-registered assistant, and he works part-time as a sales associate for Realty Benefit Services, involved in selling a tax account program. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, brokerage services, insurance distribution, and third-party asset management. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

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.