Jeffery Lockman is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Raymond James & Associates for eight years and Wells Fargo in various capacities from 2009 to 2017. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2017, previously associated with Axa Advisors, LLC and DLJ Inc., and spent over a decade at Holy Smoke Studios. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Gregory Gibson is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 38 years of industry experience, including roles at Dempsey Lord Smith, LLC, and founding Gibson Retirement Planning, LLC. His activities also include work as an insurance agent and involvement in related financial services ventures. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Christopher Simcho is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Charles Schwab Bank, Charles Schwab & Co., J.P. Morgan Securities, New York Life Insurance Company, and Kestra Financial. Morgan Stanley Wealth Management offers advisory programs for individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and serves clients both directly and through corporate agreements.

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 Series 66 licensed financial advisor with Equitable Advisors in Greenville, SC, where he has worked since 2009. He has 17 years of industry experience, including prior work with 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 serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporates, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and offering a mix of discretionary and non-discretionary asset management.

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 financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL in 2025, Landrum worked at UBS Financial Services Inc. for four years and Raymond James and Associates for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research.

Donald Hilburn is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Osaic since 2011. Outside of his advisory role, he is the owner of Wealthbrook Advisors, Inc., a firm that sells fixed insurance products including life, long-term care, disability, and health insurance. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing a variety of asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

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.

Adam Sloan is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with six years of industry experience. He previously worked at BMW for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Christopher Miller is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Miller is also the owner of Miller Capital Management, LLC, operating under the name OAK CAPITAL MANAGEMENT, LLC, which is not related to investment advisory activities. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model that emphasizes individualized financial planning and supports both advisory and brokerage channels.

Johnnie Hall II is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Hall serves as a board member for Upstate COOP, a homeschool cooperative attended by his children. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Rodrigo Vargas Bravo is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. He previously worked at the Embassy of Canada to Peru and Bolivia and relocated from Lima, Peru to Greenville, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Melissa Carter is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Emmanuel College for five years. Outside of her advisory role, she is an agent for United Healthcare, discussing Medicare Advantage plan options. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Don Kizer is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with OSAIC since 2011. In addition to his advisory role, he offers fixed insurance products including term insurance, universal life, long-term care, and whole life. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Walter Kivett Sr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with NextGen Supply Chain Integrators, LLC, a consulting business based in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and advisory services without providing individual security recommendations in standalone plans.

Michael Boynton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He has worked with Cambridge Investment Research, Inc. since 2024 and previously was involved with Cambridge Partners & Associates. Outside of finance, his background includes roles in the restaurant industry and entrepreneurial ventures. Cambridge Investment Research Advisors is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and utilizes a range of portfolio management strategies across multiple platform arrangements.