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 at Merrill with 22 years of industry experience. He has held roles at Merrill since 2010 and previously worked at Banc of America Investment Services, Inc. and Ameriprise. He holds the Series 66 designation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Fish is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at J.P. Morgan Securities since 2019 and has held positions at multiple firms including Edward Jones and T3 Trading Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, incorporating an ESG eligibility framework and supported by affiliates’ portfolio services.

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.

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.

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.

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.