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.

Tucker Hite is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he owns and manages legal entities unrelated to investment activity. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

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.

Suzanne Ellis is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

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.

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.

Daniel Creps Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 33 years of experience in the financial industry, including prior roles at LPL Financial, Wells Fargo Clearing, Merrill, and A.G. Edwards & Sons. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals while maintaining specialized municipal and public-finance advisory capabilities.

Kristen Center is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Outside of her advisory role, she is employed by Elevate Management Firm LLC, which supports her compensation as an employee. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise managed accounts in its recommendations.

Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.

Heather Kleckley is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, with prior roles at FirstKem LLC and TD Bank AMCB. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC. Outside of his advisory role, he operates a welding sole proprietorship and serves as an advisory board member for a local homeowners association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

Sara Allen is a Planning Consultant at Fidelity, a role she has held since 2025. In this position, she collaborates with wealth planning teams to develop customized strategies tailored to clients' goals. Her professional experience includes positions at Foster Victor Wealth Advisors, where she worked as a Portfolio Specialist from 2022 to 2025 and as a Trading Analyst from 2021 to 2022. Prior to that, she was a Registered Client Service Associate at Raymond James from 2016 to 2021. Outside of work, Sara enjoys activities such as comedy, family activities, social events with friends, music, reading, and running.

Devin Quiery is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at John P Hartnagel and Pruco Securities, LLC. Outside the financial sector, he has been involved with Reds Ale House and has a long-term commitment to Zpita. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and related services.

Sara Holler is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Lending Path Mortgage and Next School at Eagle Ridge. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and third-party managers, including both traditional and non-traditional investment approaches.

Travis Peterson is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Allstate Insurance Company and Prudential Insurance Company of America. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive, collaborative planning engagements using firm-approved analytical tools, with offerings that include specialized event-driven planning programs.

Justin Dowers is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he has held positions at several companies including PFS Investments Inc., Tellus Products LLC, and Curtiss-Wright Controls. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who deliver model portfolio recommendations supported by third-party asset managers and custodians.