Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Jeffrey Hodgson is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He worked at Fidelity Investments for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Reid Hearn is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His background includes roles in education at Blue Ridge High School, Blue Ridge Middle School, and Mountain View Elementary. Primerica Advisors is a large-scale firm managing approximately $15.5 billion in assets and serves primarily individual investors through a wrap-fee asset management program that employs model-delivery strategies and discretionary portfolio management.

Timothy Smith is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Raymond James since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in Pinewood Preserves, LLC, a hunting property in South Carolina. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management styles.

Emily Waits is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and previously worked at Prisma and several healthcare-related organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Herbert Fleming Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1999. Fleming serves as Vice-Chair on the advisory board of Clements Kindness, a nonprofit focused on children and youth in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Brian Glenney is a financial advisor at Edward Jones in Greenville, SC, holding the CFP® designation and Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory work, Glenney pursues painting as a hobby and has sold some of his artwork under the business Glenney Art. 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 approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Ellenor Burrell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Carolinas Wealth Management and experience managing hospitality businesses such as Sole Sushi Bar and Grill and Brews at The Square. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans.

William Lynn is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farm Bureau Insurance, Synergi Partners, and Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Patricia White is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Ellison is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns a recreational tract of land organized as The Farm at Pecan Ridge LLC. 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, and municipalities, offering financial planning, advisory programs, and institutional consulting supported by research and a range of portfolio management styles.

Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Andrew Sheriff is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Park Avenue Securities and Bank of America, and has involvement in real estate projects through his ownership and management of a residential property development business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning such as business-owner transitions and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients discretion in implementing them through various brokerage or advisory programs.

Carter Mc Crary is a CFP® and Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He has nine years of industry experience. Outside of advisory work, he is a co-owner of McCrary Property Group, LLC, an LLC established for potential future property investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Isaac Monkiewicz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. He utilizes Fidelity's tools and resources to provide guidance and strategies aimed at helping clients manage their financial journeys effectively. Isaac's professional experience includes roles as an Investment Consultant, Director Retirement Planner, and Retirement Planner at Fidelity Investments from 2023 to 2025. Prior to that, he worked as a Senior Financial Services Representative at Morgan Stanley from 2020 to 2023. Outside of his professional work, Isaac has interests in biking, cars, cooking and baking, hiking, parenthood, and snowboarding.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wachovia Bank, N.A. since 2007 and with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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 analytics.

Karen Sweet is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning.

Kenneth Hicks is a CFP® professional with 30 years of experience in the financial industry. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Greenville, SC. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and municipal advisory services.

Ronald Metcalf Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and spanning 39 years in the industry. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and ownership of The IBEX Group. He serves on the finance committee of Rock Springs Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including affiliated and third-party managers, and oversees more than $256 billion in assets.