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.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Suzanne Ellis is a financial advisor at OSAIC Wealth Inc with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth Inc serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services utilizing firm-provided asset-allocation tools, third-party platforms, and a range of investment options.

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.

Kerry Crum is a CFP®-certified financial advisor with Edward Jones, based in Greenville, SC, and has 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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 at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and is noted for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

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.

Timothy Nielsen is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as Executive Director of The Center for Evangelical Catholicism, a religious non-profit focused on evangelization and religious education. He also has experience working with St. Mary's Catholic Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and maintains affiliated capabilities beyond advisory services.

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.

David Mc Clain is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 28 years of industry experience. He worked at Allstate Insurance Co. for 11 years before joining Edward Jones in 2017. 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 investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach.

Berra Byrd Jr. is a CFP®-designated financial advisor with Edward Jones, based in Simpsonville, SC, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Byrd serves on the finance board of Langston Charter Middle School in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

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.

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.

Micah Valentine is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at IFG Advisory, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he is involved with Valentine Properties Inc. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.