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 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.

Mitchell Barnette is a financial advisor with Edward Jones, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and has a background that includes roles at Barnes & Noble Booksellers and Winthrop University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

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.

Noah Barnes is a financial advisor at Fidelity with four years of industry experience and a Series 66 credential. His prior roles include positions at Equitable Advisors and Landmark Properties. Outside of advising, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.