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.

Richard Darrow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience with prior roles including positions at Cetera Advisors LLC and Investors Capital Corporation. Darrow serves as a board member for YMCA Camp Woodstock. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through independent financial professionals utilizing proprietary and third-party model strategies across multiple platform arrangements.

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.

Jerry Reimers is a financial advisor at OSAIC with 36 years of industry experience. He has held roles at Jennings Cook Financial Services Inc and Royal Alliance Associates, Inc., serving clients from 1996 through 2023. Reimers also owns Reimers Financial Services, a sole proprietorship involved in selling term life and fixed annuities, preparing tax returns, and providing retirement planning and investment services. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through an extensive network of affiliated advisers and multiple platforms. The firm employs various portfolio-construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

W Gallivan is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, Gallivan serves as treasurer for the YMCA of Greenville and is involved with several charitable foundations, including acting as chair of the H F G Jr Family Foundation and as a trustee for Burgiss Charities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a wide range of financial solutions including fee-based planning and discretionary portfolio management.

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 at Equitable Advisors in Greenville, SC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, previously affiliated with Axa Advisors, LLC. Outside of his advisory work, he serves as a board member of Carolina International Preparatory School and is the owner of Baynor, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored through a detailed client intake process.

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.