Delayla Dodgens is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2018, with prior experience at SunTrust Bank and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a formal advisory role to registered investment companies.

Sydney Robinson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2026, Robinson worked at Fluor for six years and Cherry Bekaert for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Melanie Hendrix is a financial advisor with Thrivent Investment Management in Greer, SC, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm emphasizes holistic, goal-based planning and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separate planning and portfolio management services.

Charles Coveney is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Coveney conducts advisory services through entities including Coveney Wealth Management and Sharonview Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

Eric Hudgens is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has been with Raymond James and its affiliates since 2013. Hudgens operates two support businesses under the Axia Wealth Advisors name in Greenville, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes.

Julie Ramsay is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. She has eight years of industry experience, including twelve years at Bank of America prior to joining Edward Jones in 2017. Outside of her advisory role, she co-manages a property management business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Margaret Illner is a financial advisor with Edward Jones in Duncan, SC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maxwell Russell is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to develop financial plans that prioritize their families' unique needs while aiming to help them achieve their financial goals. His approach focuses on delivering tailored strategies that address clients' immediate financial concerns and empower them to make informed decisions for their futures. Prior to his current position, Maxwell served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. This progression reflects his growing expertise in financial planning and investment consulting within the firm. Outside of his professional work, Maxwell has interests in food, football, golf, lake activities, movies, and skiing.

Jeffery Lockman is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at DLJ Inc. and Axa Advisors, LLC, and spent over a decade at Holy Smoke Studios before focusing fully on financial advising. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a range of firm-offered and third-party advisory programs.

Gregory Gibson is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds a Series 63 designation and has 38 years of industry experience. His work history includes roles at Guardian Life and Dempsey Lord Smith, LLC, as well as owning Gibson Retirement Planning, LLC since 2014. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Christopher Simcho is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, New York Life Insurance Company, Kestra Financial, and Fidelity. He has experience working in both advisory and private banking capacities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Daniel Egerdahl is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates an online retail sales business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm provides a range of investment strategies, tax-efficient services, and affiliated products through a nationwide network of more than 23,700 financial advisors.

Richard Strauss is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Canon USA from 2014 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michele Huddleston is a financial advisor at Ameriprise with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she has ownership in a real estate holding company, Advisor Properties, LLC. Ameriprise serves clients primarily through retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized retirement recommendations, supported by a centralized consulting team.

Thomas Mcgregor II is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors. Outside of his advisory role, he serves as an administrator and trustee for a family estate and is a member of McGregor Holdings LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs delivered through its network of representatives, utilizing third-party asset managers and various advisory models.

Jeremy Rankin currently serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. Over the course of 25 years at Fidelity, he has gained extensive experience in wealth planning and financial consulting. Throughout his career at Fidelity, Jeremy has progressed through various roles including VP Financial Consultant, Senior Investments Consultant, Branch Investments Representative, Financial Planning Consultant, Senior Retirement Services Specialist, and Service Trader II. He holds an Arkansas Insurance License that supports his work in financial and retirement planning. Outside his professional responsibilities, Jeremy enjoys activities such as cars, family activities, fitness, football, golf, and skiing.

Marley Landrum is a Series 66-credentialed financial advisor with six years of industry experience. Currently with LPL Financial since 2025, Landrum previously worked at UBS Financial Services Inc., Raymond James and Associates, and HTI. Outside of advising, Landrum serves as a notary in Greenville, SC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by technology tools.

Donald Hilburn is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Osaic since 2011 and previously held roles at Securities America Advisors, Inc. and LPL Financial. Outside of advisory services, he owns Wealthbrook Advisors, Inc., a firm involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with multiple program options and is notable for its scale, complex affiliate network, and private-equity ownership.

Paul Valdivia is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Service Trader. With over 14 years of experience in the financial services industry, Paul specializes in working with retirees and pre-retirees to develop unique financial plans and to establish strategies for protecting and managing accumulated wealth.