Mark Allen is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kerry Crum is a CFP®-certified financial advisor with Edward Jones, based in Greenville, SC, and has 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kristen Center is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Outside of her advisory role, she is employed by Elevate Management Firm LLC, which supports her compensation as an employee. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise managed accounts in its recommendations.

Timothy Nielsen is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as Executive Director of The Center for Evangelical Catholicism, a religious non-profit focused on evangelization and religious education. He also has experience working with St. Mary's Catholic Church. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and maintains affiliated capabilities beyond advisory services.

Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he operates a welding sole proprietorship and serves as an advisory board member for a local homeowners association. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Scott Frey is a CFP® professional with 25 years of experience in the financial industry, all of which have been with Edward Jones since 2001. Based in Greer, SC, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the president of Wall-E's Workshop, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Berra Byrd Jr. is a CFP®-designated financial advisor with Edward Jones, based in Simpsonville, SC, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Byrd serves on the finance board of Langston Charter Middle School in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Sara Holler is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Lending Path Mortgage and Next School at Eagle Ridge. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and third-party managers, including both traditional and non-traditional investment approaches.

Micah Valentine is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at IFG Advisory, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he is involved with Valentine Properties Inc. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Jordan Noblin is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors, Bloc Design, Bohler Engineering, and ColeJenest and Stone. Outside of advising, Noblin is a licensed landscape architect involved in landscape design. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management options and financial planning through a multi-manager platform with discretionary and non-discretionary programs.

Collin Maides is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and has prior experience in education and retail, including roles at Mars Hill University and St. Joseph's Catholic School. 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 both proprietary and third-party investment strategies, supported by advanced operational and research tools.

John Mauney II is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in building personalized wealth management strategies. He works closely with clients to help them navigate the complexities of wealth management, focusing on areas such as retirement planning, education funding, legacy creation, tax minimization, and liquidity management. John began his career in financial services with Merrill Lynch in Jacksonville, Florida after graduating from Clemson University in 2013. He returned to his hometown of Spartanburg, South Carolina in 2015 to join his current team. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John is involved in the Mobile Meals of Spartanburg and his church, Trinity United Methodist Church. He enjoys spending time with his wife and children, playing golf, and engaging in outdoor activities in the Upstate region.

Justin Dowers is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he has held positions at several companies including PFS Investments Inc., Tellus Products LLC, and Curtiss-Wright Controls. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who deliver model portfolio recommendations supported by third-party asset managers and custodians.

Lorena Croft is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 65 credentials and has previous work experience with Toronto-Dominion Bank and Wells Fargo Clearing Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI technologies in its investment process.

Arnold Clarke III is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Murphy is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior work includes tenures at Merrill and Wachovia Securities before joining Wells Fargo Clearing, where he has worked since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Daniel Watson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is a band member with The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.