Mckinley Brown is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Brown worked at Cregger Company and was employed at Clemson University. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Mcgrath is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 12 years. Mcgrath is also involved with The Spurs Up Show, a project he has been part of since 2019. 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, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Peden Ford is a financial advisor with Morgan Stanley in Greenville, SC, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held positions at Southern Management Corporation and Northwestern Mutual. Outside of advising, Ford is the sole proprietor of Lake Beulah Properties LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial plans.

Eric Keller is a financial advisor with LPL Financial in Greenville, SC, holding the Series 63 and Series 66 designations and having 28 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc., Wells Fargo Clearing, Wells Fargo Advisors, Truist Investment Services, Geneos Wealth Management, Cetera Advisors, and UBS Financial Services. Outside of his advisory work, he serves as a sports referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by a large network of advisors and advanced operational tools.

Luke Payne is a CFP® with 11 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. He has held roles with The Vanguard Group and Southeastern Conference since 2015 and 2021, respectively, and has been involved in basketball officiating for over a decade. Outside of his financial advisory work, Payne officiates basketball games as part of the SEC Conference Officiating Consortium. 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 a range of brokerage and advisory solutions supported by research and analytics.

Dallah Forrest Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James & Associates Inc. for 13 years and is currently the owner of Arbor Wealth Advisors, where he provides financial services. He also holds a position as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Schoen is a financial advisor at Raymond James & Associates with Series 63 and Series 66 credentials and two years of industry experience. Before joining Raymond James, he worked at Human Potential Advisors and has been involved in various roles including setting up services at Resurrection Presbyterian Church. Outside of finance, he is an artist who paints and sells acrylic artwork through his business, Parks Schoen Art. Raymond James & Associates, Inc. serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions. The firm employs a variety of portfolio management approaches and emphasizes tailored, non-discretionary planning with input from in-house research and affiliated sub-advisers.

Elizabeth Albers is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Her prior experience includes roles at Morgan Stanley and Edward Jones Investments. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through comprehensive investment and wealth management services.

Samuel Gilliam III is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008, with a brief tenure at PRUCO Securities, LLC and Wells Fargo Clearing. He is based in Simpsonville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Brunson is a financial advisor with Edward Jones in Mauldin, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1997. Brunson serves as a board member of the Mauldin Rotary Foundation, which provides scholarships to local college students. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Crowley is a financial advisor with Morgan Stanley in Greenville, SC, holding a Series 66 license and having 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Brian Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes prior roles at South State Bank, Park Sterling Bank, OSAIC, Securities America Advisors, Inc., and Uvest Financial Services Group, Inc. Outside of finance, he is the owner of Brian Simmons Photography. 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 services including financial planning, third-party asset management, institutional platforms, and various advisory strategies supported by research and technology.

Julia Churchwell is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and multiple Raymond James entities. In addition to her advisory role, she serves as a registered client service associate at FFH Wealth Advisors LLC, assisting financial advisors and clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services, utilizing analytical tools and risk profiling, and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Daniel Burrell is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. His background includes a role at Tel Aviv University and service in the United States Marine Corps since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Osborn Jr. is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. He has over 17 years of industry experience, including prior roles at Rogers Townsend LLC and MAKS Private Capital LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.

Shannon Dunn 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 2023, Shannon worked at Kathy & Company Bakery and Truist Bank, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mitchell Panning is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at AxA Advisors and Equitable, with a background that also includes five years associated with Clemson University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Woods is a financial advisor at Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2014. Woods serves on the Audit and Finance Committee of the Poinsett Club in Greenville, providing guidance on budgeting and financial expenditures. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

John Bartlett is a CFP® professional with 12 years of experience in financial advising. He is currently with Cetera and has prior experience at Fidelity Investments, Guardian Life Insurance Company, Regions Bank, and Park Avenue Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Patricia Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She joined Cambridge in 2016 and has also been associated with Muncaster Financial Services since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning and investment management services through independent Financial Professionals using a variety of portfolio strategies and platform arrangements tailored to client objectives.