Ethan Yeary is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC, Palmetto Citizens FCU, and CUNA Mutual Group. Yeary also holds a notary commission with Palmetto Citizens FCU. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Kyle Roser is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. His prior experience includes roles at Harrisdirect LLC, IC Advisory Services, Inc., Uvest Financial Services Group, Inc., and Truist Investment Services, Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Stacey Knecht is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial solutions. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Stacey provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of expertise include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. Stacey holds the Personal Investment Advisor (PIA) designation. Stacey earned her High School Diploma from Westside High School. In addition to her professional work, she is involved in community activities such as Beast Ballers Baseball and YMCA Youth Coaching.

Max Kalfjall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative and analytical approach.

Christopher Newton is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. 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.

Thomas Rose is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Durbin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Clinton has developed expertise in creating personalized financial plans aimed at growing and protecting clients' wealth. He emphasizes the importance of understanding clients' priorities to make sound investment decisions and simplify financial management. Clinton holds a California Insurance License.

Sonja Parker is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America from 2013 to 2017 before joining Edward Jones. Outside of her advisory role, she serves on the finance committee and board of the Upstate Family Resource Center and participates in investment oversight with the Spartanburg County Foundation. She also mentors small business owners through OneSpartanburg’s Power UP program and represents Mary Kay skin care products. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its large retail advisor network and affiliated financial services beyond traditional advisory offerings.

Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He is also a volunteer coach at St. Joseph's Catholic School in Greenville. 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, and access to third-party asset managers, supported by a network of over 22,800 advisors.

Lisa Vaughan is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has worked at Merrill since 1998 and has also been affiliated with Bank of America, N.A. since 2016. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Malcolm Street III is a CFP® professional with 27 years of industry experience. He is currently affiliated with OSAIC and has held prior roles at Maxworth Consulting Group, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Outside of his advisory work, he serves as chair of the endowment committee at Mauldin Methodist Church. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to a range of managed strategies and alternative investments.

Joncarlo Goodman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. His role involves providing guidance on a range of financial matters including investing, retirement planning, and risk management. He also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Joncarlo holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He focuses on helping clients navigate the complexities of financial planning, assisting them in managing competing priorities such as home ownership, education funding, elder care, and healthcare planning. He offers ongoing advice and adapts financial strategies in response to clients' changing needs.

Thomas Metcalf is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has prior experience at Voya Financial Advisors and Livingstone Holdings, LLC. In addition to his advisory work, he serves as an independent insurance agent and is the owner and president of Livingstone LLC, a financial services firm. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Zachary Scheidly is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at United Community and has experience in education and camp administration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options and integrated brokerage, custody, and advisory services.

John Allen is a financial advisor with Edward Jones in Taylors, South Carolina, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves on the finance committee for the South Carolina State Child Evangelism Fellowship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Andrew Williams is a financial advisor with Robert W. Baird & Co. in Greenville, SC, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Prior to joining Baird in 2021, he worked at Bank of America for 23 years. He serves on the Endowment Committee at Westminster Presbyterian Church. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Justin Boger is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2024, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2024. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Frederick Shows Jr. is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked with Good Life Advisors, LLC for ten years and has been involved with United Healthcare for more than two decades. 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, asset management, and retirement advice solutions, supported by technology tools and a large network of over 22,800 advisors.

George Howell IV is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. Prior to joining Wells Fargo, he worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.