Lonnie Decker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Asbury Automotive Group and Dom360. Decker is also the managing member of Decker Dynamics, LLC, a digital marketing business. Edward Jones is a full-service wealth management firm with more than 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Harold Lawson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at South State Bank, SunTrust Advisory Services, and SunTrust Investment Services. He also manages Lawson Enterprises LLC, a business he has operated since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning services, and uses diversified strategies supported by proprietary and third-party research.

Jason Bryant is a Financial Consultant with over 15 years of experience advising families and business owners on investment strategies. He collaborates closely with clients to understand their goals and unique circumstances, working through discovery and analysis to build comprehensive financial plans. His professional experience includes serving as President of Demographic Strategies from 2024 to 2025. Prior to that, he was a Financial Advisor at LPL Financial from 2014 to 2024, Merrill Lynch from 2011 to 2014, and Morgan Keegan from 2008 to 2011. Outside of his professional career, Jason is engaged in family activities and enjoys football, golf, hiking, and parenthood.

Brianna Freeman is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Clearing and has entrepreneurial experience as the owner of Catch'em Collectibles LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that integrates LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

Michael David Shain is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS Financial Services since 2000. Outside his advisory role, he serves as president of B & L Inc., a real estate maintenance business in Greenville. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and research-driven portfolio management.

James Cluverius Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial in Greenville, SC. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He operates under the DBA Northend Private Wealth for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by varied investment strategies and research.

Cody Miller is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a smaller group of clients to provide in-depth financial planning and guidance, considering the full wealth picture through comprehensive planning using Fidelity's tools and resources. His experience includes roles such as Investment Management Consultant in Private Wealth Management, Senior Portfolio Specialist, and Portfolio Specialist at Fidelity Investments from 2021 to 2024. Prior to joining Fidelity, Cody held various positions at Wells Fargo Bank NA from 2012 to 2021, including Premier Banker, Branch Manager, and Licensed Personal Banker. Outside of his professional responsibilities, Cody's personal interests include biking, football, golf, hiking, outdoor adventures, and spending time with pets.

Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.

Roger Huddleston is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in a real estate holding company, Advisor Properties, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Long is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services LLC, he served in the United States Army and Florida Army National Guard, and worked briefly at other firms. Outside of his advisory role, he participates part-time as a baker at Flying Fox Coffee in Greer, South Carolina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers solutions such as discretionary and non-discretionary advisory services, fund advisory, and consulting.

Ronald Payne is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Next Financial Group and VOYA Financial Advisors. He is also involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing a range of asset-allocation tools, third-party managers, and multiple advisory platforms.

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 at LPL Financial with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at UBS Financial Services Inc. for 18 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Terence Tysinger Jr. is a financial advisor with LPL Financial based in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and running Tysinger LLC. Outside of his advisory work, he manages Tysinger Wealth Solutions LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various technology tools.

Kyle Cote is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2020. His practice focuses on wealth management strategies, liability management, insurance, and investment management. Kyle assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. He works with a diverse client base, including those seeking guidance in college education planning, corporate executive services, divorce transition planning, family wealth management, personal retirement planning, sports and entertainment, and retirement income. Kyle earned a Bachelor's Degree in Financial Management and a Master of Business Administration in Corporate Finance, both from Clemson University. During his time at Clemson, he played football from 2015 to 2018, earning recognition as the special teams player of the year in 2018. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Committed to community involvement, Kyle follows Merrill Lynch’s tradition of volunteering in the communities he serves. Outside of his professional work, he enjoys basketball, football, golfing, softball, spending time with his family, and traveling.

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.

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.