John Doyle is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with UBS Financial Services since 1993. Outside of his advisory role, he serves on a committee at the Union League Club of New York, assisting with oversight of the club’s defined benefit plan and 401(k) for employees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering services such as discretionary portfolio management, fiduciary financial planning, and access to capital markets platforms.

Jeffrey Allen is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He previously worked at UBS Financial Services for 18 years before joining LPL Financial. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies and platforms.

Terence Tysinger Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at Edward Jones and Waddell & Reed, Inc. He has also operated Tysinger LLC and maintains a separate business entity, Tysinger Wealth Solutions LLC, for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology tools.

Amy R. Milionis is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at UBS Financial Services since 2005. She holds Series 63 and Series 66 licenses and is based in Greenville, South Carolina. Outside of her advisory role, she serves on the board of a local youth lacrosse association and participates on the finance board of St. Michael Lutheran Church. UBS Financial Services Inc. offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management strategies suited to clients’ goals and risk profiles.

Caryn Vedane is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2016 and previously operated Vedane Interiors for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

William Long is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized financial plans aimed at achieving long-term goals, including education funding, retirement lifestyle planning, and healthcare cost management. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Clemson University. His approach emphasizes clarity and transparency to simplify the complexities of investing for his clients.

Eric Chisom is a financial advisor at Edward Jones in Simpsonville, SC, holding a Series 66 designation. He joined Edward Jones in 2025 after a 22-year career at Lowe's Home Improvement. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 advisors.

David Vaughan is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Merrill since 1992 and has been with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Justin Fox is a Financial Consultant I at Fidelity Investments. In this role, he works closely with clients to understand their unique goals and plans, co-creating financial strategies that utilize Fidelity's tools and resources. His experience at Fidelity includes serving as a Team Lead from 2022 to 2025, working in the Help Desk from 2021 to 2022, and acting as a Workplace Planning Consultant from 2019 to 2021. Throughout these positions, he has focused on providing thoughtful guidance and tailored financial strategies. Outside of his professional work, Justin enjoys camping, hiking, outdoor adventures, reading, traveling, and volunteering.

James Switzer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Raymond James since 2014. Outside of his advisory role, he is involved in agriculture through ownership of Cross Arrow Farms and serves as branch manager of Switzer Wealth Partners in Spartanburg, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports services across a broad advisor network, with offerings that include municipal advisory work and specialized SIMPLE IRA employer consulting.

Jerry Reimers is a financial advisor at OSAIC with 36 years of industry experience. He has held roles at Jennings Cook Financial Services Inc and Royal Alliance Associates, Inc., serving clients from 1996 through 2023. Reimers also owns Reimers Financial Services, a sole proprietorship involved in selling term life and fixed annuities, preparing tax returns, and providing retirement planning and investment services. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through an extensive network of affiliated advisers and multiple platforms. The firm employs various portfolio-construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

W Gallivan is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2001. Gallivan serves as a trustee for Burgiss Charities and as treasurer for the YMCA of Greenville, contributing to community and charitable organizations. He is also chair of the H F G Jr Family Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Jefferson Bennie II is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with several years of experience across firms including Franklin Energy and Dream Seat. Prior to his advisory roles, he operated PB&J Renovation for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Michael Bynarowicz is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. He serves as a board member of Carolina International Preparatory School and owns Baynor, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them with appropriate investment programs, offering various mutual funds, ETFs, and alternative investments without sponsoring its own wrap fee program.

Alexzander Abaunza is a financial advisor with Cetera and holds a Series 66 designation. He has one year of industry experience, with previous roles at J.P. Morgan Securities, Wells Fargo Bank, and LivingStone, LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party managers across various discretionary and non-discretionary program structures.

Matthew Sumner is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors and AxA Advisors for 11 years, as well as Edward Jones for one year. 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 asset management solutions delivered through its large network of investment adviser representatives, utilizing both model portfolios and customized strategies.

Hunter Burton is a CFP® with 12 years of industry experience, currently affiliated with Wells Fargo Clearing in Greenville, SC. He has worked within Wells Fargo's network since 2014, including time at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs. William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.

Karen Lane is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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 municipal entities, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.