Julie Ramsay is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. She has eight years of industry experience, including twelve years at Bank of America prior to joining Edward Jones in 2017. Outside of her advisory role, she co-manages a property management business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Maxwell Russell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial plans that prioritize their families' unique needs while aiming to help them achieve their financial goals. His approach focuses on delivering tailored strategies that address clients' immediate financial concerns and empower them to make informed decisions for their futures. Prior to his current position, Maxwell served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and investment consulting within the firm. Outside of his professional work, Maxwell has interests in food, football, golf, lake activities, movies, and skiing.

Jeffery Lockman is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at DLJ Inc. and Axa Advisors, LLC, and spent over a decade at Holy Smoke Studios before focusing fully on financial advising. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a range of firm-offered and third-party advisory programs.

Gregory Gibson is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds a Series 63 designation and has 38 years of industry experience. His work history includes roles at Guardian Life and Dempsey Lord Smith, LLC, as well as owning Gibson Retirement Planning, LLC since 2014. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Lucas Mc Clain is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Eaton Corporation from 2014 to 2018. 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 nationwide network of more than 23,700 financial advisors.

Christopher Simcho is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, New York Life Insurance Company, Kestra Financial, and Fidelity. He has experience working in both advisory and private banking capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Daniel Egerdahl is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates an online retail sales business. 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. The firm provides a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of more than 23,700 financial advisors.

Richard Strauss is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Canon USA from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michele Huddleston is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she has ownership in a real estate holding company, Advisor Properties, LLC. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Thomas Mcgregor II is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors. Outside of his advisory role, he serves as an administrator and trustee for a family estate and is a member of McGregor Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs delivered through its network of representatives, utilizing third-party asset managers and various advisory models.

Marley Landrum is a Series 66-credentialed financial advisor with six years of industry experience. Currently with LPL Financial since 2025, Landrum previously worked at UBS Financial Services Inc., Raymond James and Associates, and HTI. Outside of advising, Landrum serves as a notary in Greenville, SC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by technology tools.

Donald Hilburn is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Osaic since 2011 and previously held roles at Securities America Advisors, Inc. and LPL Financial. Outside of advisory services, he owns Wealthbrook Advisors, Inc., a firm involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with multiple program options and is notable for its scale, complex affiliate network, and private-equity ownership.

Paul Valdivia is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Service Trader. With over 14 years of experience in the financial services industry, Paul specializes in working with retirees and pre-retirees to develop unique financial plans and to establish strategies for protecting and managing accumulated wealth.

Adam Sloan is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with six years of industry experience. He previously worked at BMW for eight years before joining Edward Jones in 2019. 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 solutions supported by a large nationwide network of advisors and branch offices.

Christopher Miller is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he is the owner of Miller Capital Management, LLC, operating as OAK CAPITAL MANAGEMENT, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Johnnie Hall II is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hall serves as a board member for Upstate COOP, a homeschool cooperative attended by his children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Melissa Carter is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Emmanuel College for five years. Outside of her advisory role, she is an agent for United Healthcare, discussing Medicare Advantage plan options. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Don Kizer is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2011. In addition to his advisory role, he offers fixed insurance products including term insurance, universal life, long-term care, and whole life insurance. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm provides a range of brokerage and advisory services built around model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Walter Kivett Sr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with NextGen Supply Chain Integrators, LLC, a consulting business based in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and advisory services without providing individual security recommendations in standalone plans.