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.

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 been with J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2020, following roles at multiple firms including Target Corporation and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Shelby Smith is a financial advisor at Morgan Stanley with three years of industry experience. Shelby holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2024. Prior roles include positions at ADP and Tindall Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Adam Higgins is a financial advisor with LPL Financial based in Spartanburg, SC. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at First Heartland Capital Inc and AXA Advisors, LLC. Higgins is also involved with Walker, Higgins and Associates Wealth Management, LLC, which provides non-variable insurance and investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

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 in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Wells Fargo Advisors LLC. He holds a minority investment in Arcpoint Labs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and advisory resources.

Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Emma Vick is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She joined Ameriprise in 2024 and has previously worked in roles at Clemson University and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Jennifer Cockram is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and nine years of industry experience. She previously worked at UBS Financial Services for eight years and at Musical Innovations for four years. Outside of her advisory role, she performs as a substitute violinist with the Hendersonville and Brevard Philharmonic Orchestras and serves as a violin section member and audition adjudicator for the Spartanburg Philharmonic Youth Orchestra. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Bryon Forbes is a Senior Financial Advisor and cofounding partner of The Steele Forbes Group at Merrill Lynch Wealth Management. He began his career with Merrill Lynch Wealth Management in 2004 and focuses on financial strategies for high-net-worth individuals, business owners, retirement plans, endowments, and foundations. Bryon has earned the internal designation of Retirement Benefits Consultant and the Certified Plan Fiduciary Advisor (CPFA®) designation awarded by the National Association of Plan Advisors. His expertise includes corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, institutional and corporate benefit services, institutional investment consulting, services for defined benefit plans, legacy planning, tax minimization, and retirement income. Bryon earned his bachelor's degree from the University of North Carolina at Greensboro. He works with corporate clients to assist in selecting appropriate strategies for their company retirement plans, providing services such as vendor searches, benchmarking, fiduciary education, investment review, plan design, and participant education. He emphasizes developing personalized financial strategies designed to help clients pursue their long-term goals. Outside of his professional work, Bryon follows the Merrill tradition of community involvement and spends time volunteering with organizations in the community. His personal interests include boating, football, golfing, and hunting.

Mitchell Barnette is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at First Citizens Bank and Barnes & Noble Booksellers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.