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® with 16 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is president of Palmetto Preparedness, a sole proprietorship that creates personalized family disaster preparedness plans. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization. The firm is notable for its scale, consolidation activity, and complex affiliate network supporting multiple investment programs.

Donna Panton is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at CUSO Financial Services, Key Investment Services, Equitable Advisors, and Fifth Third Securities. Outside of her advisory work, Donna is also an author under the name D.A. Sweeten. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Douglas Adler is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Raymond James & Associates, Inc. since 2006 and joined Raymond James & Associates in 2021. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities with a range of financial planning and consulting services, relying on various portfolio management styles and affiliated research.

Carolina Hernandez Pacheco is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. for ten years and at Publix for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates for implementation and portfolio services.

Frank Wilson is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 designations and 29 years of industry experience. His prior work includes roles at Bank of America, Wells Fargo Clearing, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Palmer Mc Carthy is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and two years of industry experience. His prior roles include positions at Madison Financial and Cambridge Investment Research, Inc. He has a background that includes periods as a full-time student and various other work experiences. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Lisa Wilson is a financial advisor with Merrill in Greenville, SC. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at Bank of America, Wells Fargo Clearing, 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension 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.

Nicholas Armstrong is a financial advisor with Equitable Advisors in Simpsonville, SC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Taylor Equipment Repair LLC and Crunch Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and advisory programs, focusing on personalized client assessment and a range of investment vehicles.

Shawn Glover is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, as well as held academic positions at Furman University, Spartanburg Methodist College, and Anderson University. 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 advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Harry Huntley is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 registrations and possessing 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a 25% owner of Fielder 117, LLC, a private investment related to real estate on Fripp Island, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Gore is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Allstate Insurance Company for 10 years and operated Gore Insurance Group for five years. Outside of his advisory role, he has ownership interests in commercial real estate through separate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed accounts, trust services, and securities-based lending.

Bradley Thomas is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at Mungo Homes and Thomas & Thomas and has a background that includes real estate rental through Thomas and Thomas Associates LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a range of advisory strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

George Lucas is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has prior work history at firms including CRG, Elliott Davis, Duff & Phelps, and Wildermuth Securities. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management solutions, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Joseph Elder is a financial advisor with Edward Jones in Simpsonville, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Keller Williams from 2013 to 2021. Outside of advising, he is the owner of several holding and real estate companies. Edward Jones is a wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Stephen Eye is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Robert Baird & Co., Jjb Hilliard Wl Lyons, LLC, Suntrust Investment Services, Inc., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Tor Bennstrom is a financial advisor at Ameriprise with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he is a founding member of the Greenville Cycling Classic, an annual bike race, where he manages sponsorship, city permitting, and event operations. 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 recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Hall is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at John Hancock Investment Management Distributors LLC and spent time in academic roles at Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Joseph Banish is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise in Simpsonville, SC. He has worked at Ameriprise since 2017, including its predecessor Ameriprise Financial Services Inc., and previously at PNC Investments. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily focusing on assets held within Ameriprise-managed accounts.