Trevor Hastings is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at DoorDash, Inc. and Prudential - LPL Enterprise LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers various planning programs including recent additions such as Divorce Planning.

Anastasia Tsavaris is a financial advisor at LPL Financial in Greenville, SC, holding a Series 66 designation with 11 years of industry experience. She previously worked at Eagle Asset Management and Raymond James and Associates. Outside of her advisory role, she is also a certified yoga teacher. 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 a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2022. Her prior experience includes roles at Health IQ, Select Quote, Jehm Wealth and Retirement, and EDIBLE ARRANGEMENTS. 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.

Jonathan Vander Hoek is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in related business activities including sales of loan products and referrals for home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Amalia Carmichael is a Series 66-credentialed financial advisor at Merrill with 10 years of industry experience. She has worked with both Merrill and Bank of America, N.A. since 2014 and 2016, respectively. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Lipscomb is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience with Americans for Prosperity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party investment programs alongside firm-offered solutions.

Stephen Mc Intee is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, he manages an advisory business at Carolinas Wealth Inc. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Trevor Sherf is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Madison Avenue Securities and Common Sense Retirement Planning. Prior to his financial services career, he held roles in various organizations including Bob Jones University and Southeastern Freight Lines. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rufus Farley III is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Republic Finance, as well as positions outside finance such as at Outback Steakhouse and the University of South Carolina. 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.

Levi Painter is a financial advisor with Ameriprise in Clemson, SC, holding a Series 66 designation and two years of industry experience. His background includes roles in education and retail, including employment with the School District of Pickens County and Publix Supermarkets. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Steve Armaly is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining LPL Financial in 2025. Outside of advising, he is the owner of a non-investment-related business, EEEA, Inc. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

William Bruce 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 has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Bruce is also a member of a business networking group where he exchanges referrals with other professionals. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized client assessments and a broad range of investment options.

David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Thomas Way is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy in Greenville, SC, supporting students on the dyslexic spectrum. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Austin Rose is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a personalized approach to financial planning by understanding clients' priorities to help define and pursue their short-, mid-, and long-term financial goals. His services include investment strategies, retirement planning, and coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Austin's career began in consumer banking as an Operations Manager before transitioning into investment advisory after completing his MBA. He holds a Bachelor's degree and a Master of Business Administration from Clemson University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®). He focuses on areas such as education planning, executive compensation, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Austin also participates in community service activities aligned with Merrill's tradition of community involvement.

Christopher Hartnett is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Ameriprise in Greenville, SC, having joined the firm in 2023. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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.

Deforrest Durham is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 designation and has worked at Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Durham is also the president of Durham Investment Services, LLC, where he manages the sale of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Matthew Miller is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2016. Outside of his advisory role, Miller has ownership interests in aviation-related businesses, including GO FLY, LLC and Northbridge Aviation, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools, with implementation requiring separate brokerage or insurance arrangements.

Natassya Tossany is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Morgan Stanley in Greenville, SC. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and research from its Global Investment Committee.