Terence Tysinger Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at Edward Jones and Waddell & Reed, Inc. He has also operated Tysinger LLC and maintains a separate business entity, Tysinger Wealth Solutions LLC, for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology tools.

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.

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 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 CFP® professional with 11 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2014 to 2016. He holds the Series 66 designation and is based in Spartanburg, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

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 licenses and has worked previously at Synovus Bank and Synovus Securities, Inc. He is also a life and long-term care insurance agent operating as a sole proprietor. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to manage portfolios that may include a range of investment products.

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.