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.

Jerry Reimers is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Jennings Cook Financial Services Inc. and Royal Alliance Associates, Inc. Reimers also owns a sole proprietorship involved in financial services, including retirement planning, tax preparation, and the sale of term life and fixed annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools and supports a wide range of program options through its multi-advisor platform.

W Gallivan is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2001. Gallivan serves as a trustee for Burgiss Charities and as treasurer for the YMCA of Greenville, contributing to community and charitable organizations. He is also chair of the H F G Jr Family Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management services.

Jefferson Bennie II is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with several years of experience across firms including Franklin Energy and Dream Seat. Prior to his advisory roles, he operated PB&J Renovation for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Michael Bynarowicz is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. He serves as a board member of Carolina International Preparatory School and owns Baynor, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them with appropriate investment programs, offering various mutual funds, ETFs, and alternative investments without sponsoring its own wrap fee program.

Alexzander Abaunza is a financial advisor with Cetera and holds a Series 66 designation. He has one year of industry experience, with previous roles at J.P. Morgan Securities, Wells Fargo Bank, and LivingStone, LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party managers across various discretionary and non-discretionary program structures.

Christopher Belshe is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Hunter Burton is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs. William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.

David Flint is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, based in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Karen Lane is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. 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, and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marcus Laughter is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Edward Jones since 2006. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in a vacation property business and volunteers as an unpaid river guide for Western River Expeditions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

William Wimberly Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Synovus Bank and Synovus Securities, Inc. Wimberly also operates a sole proprietorship as a life and long-term care insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.

Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

David Conley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Nationwide Securities, LLC for 11 years and VOYA Financial Advisors, Inc. for one year. Outside of his advisory role, he is involved in tax preparation and accounting services through MFG Tax Service. 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 portfolio programs, third-party asset management, and institutional platforms.

Skylar Winkles is a financial advisor at Morgan Stanley with nine years of industry experience. Winkles holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019, previously working at The Vanguard Group and American Credit Association. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and uses firm-approved tools to model outcomes, primarily acting in an advisory capacity.

Mason Carver is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of advising, Carver is an educational speaker on financial well-being through My Secure Advantage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and manages a complex platform that includes multiple affiliated entities and private-equity ownership.

Martin Culbertson is a CFP® professional affiliated with Wells Fargo Advisors, with 20 years of industry experience. He has been with Wells Fargo Clearing and Advisors since 2016. Culbertson holds ownership interests in financial practices based in Greenville, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.