Danielle Bouharoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and has been with Wells Fargo Clearing since 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 a range of brokerage and advisory solutions.

Brian Vorse is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Vorse serves as an officer and helicopter pilot in the South Carolina Army National Guard and operates aircraft on a limited basis as a commercial pilot for Double Day Aviation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Philip Decallejon is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Merrill and Morgan Stanley prior to joining Ameriprise in 2016. Outside of finance, he teaches a history class on the Pacific War through Furman University’s Osher Lifelong Learning Institute and owns a consulting business, F4 Consulting. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

James Mcnally is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a private landlord. 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, offering financial planning, investment consulting, and specialized municipal advisory services.

Joyce Torricos is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Raymond James & Associates for seven years and has been involved in the music industry as an artist and musician with Kami Ocean and The Rhythm since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Elijah Chun is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment advisory services to clients within this role. Elijah's educational background includes a Bachelor's Degree from Bethune-Cookman University and a Master's Degree from Lander University. This academic foundation supports his work in financial advising. Further details about his areas of expertise, experience length, or personal interests have not been provided.

Rachel Pace is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Schur is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Merrill since 1992 and concurrently affiliated with Bank of America, NA since 2009. Merrill, along 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, pension plans, corporations, and charitable organizations.

James Culp is a financial advisor with Thrivent Investment Management in Greenville, SC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Culp serves as a board member and secretary of EM Greenville, a small charity that distributes donor-directed funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering these services without discretionary trading authority and without serving institutional portfolio management or adviser selection roles.

Mackenzie Muyco is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Their prior work includes roles at NewEdge Securities, Inc. and Millie Lewis, alongside previous experience at Raymond James & Associates. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chandler Elkins is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and a variety of other companies. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services for a large client base.

John Foster is a Series 63-licensed financial advisor with Raymond James Financial, bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Keegan & Company, LLC, and Raymond James & Associates. Foster is a partner in two family LLCs associated with investment holdings. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs a fact-based, non-discretionary approach tailored to client goals and offers specialized services including municipal advisory and SIMPLE IRA employer consulting.

Michael Vela is a financial advisor with LPL Financial in Piedmont, SC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Foresters Financial Services and a decade as a professional poker player. 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 and supports its advisors with model portfolios, third-party subadvisors, and technology tools.

John Stephens Jr. is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Kenneth Parham is a Financial Advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joy Jennings is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked in the hospitality and service industries, including positions at Outback Steakhouse and Southern Oaks Venue & Catering. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Christopher Petrie is a financial advisor with Fidelity, holding the CFP® designation and Series 63 and 66 licenses, with 15 years of industry experience. He has previously worked at Charles Schwab and held various roles within Fidelity-affiliated entities since 2010. Outside of his advisory work, he volunteers as a goalkeeper coach for a high school soccer team. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, and it manages and oversees a range of investment strategies using systematic methodologies and long-term asset allocation benchmarks.