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.

Aaron Cizon is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 11 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles Fore is a CFP® with 14 years of industry experience, currently serving at Fidelity Investments. His work history includes multiple roles within Fidelity since 2016 and a position at Regent University from 2021 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is notable for its registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Harrison Branham is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, Cool Pros Heating and Air, and Clemson University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Sabio is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he works part-time as an independent contractor for Uber Technologies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and firm research.

Graham Holt is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2019, he worked at Champion Coach for two years and CBS Radio for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client plans.

Alison Galloway is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has spent her entire career at Edward Jones. Outside of her advisory work, she operates as an independent beauty consultant specializing in skin care and cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Hall is a financial advisor at Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license with eight years of industry experience. Before joining Edward Jones in 2017, he worked for four years at Toyota of Easley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brandon Leonard is a Series 66-credentialed financial advisor with Ameriprise in Simpsonville, SC, and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Leonard serves on the boards of the ReCraft Creative Reuse Center and the Upstate Fatherhood Coalition, contributing to community organizations in Greenville, SC. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Judd is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 registrations. He has been with Stifel since 2007. Judd serves as a board member for the Sigma Nu Theta Rho Alumni Association and the Lutheran Day Nursery of Chicago. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Bert Arrowood is a financial advisor at UBS Financial Services with 27 years of industry experience. He has held his current position at UBS since 2007 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets solutions.

Jennie Dunbar is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in hospitality and related fields at Carroll Hospitality, Innisfree Hotels, Uptown Circle, LLC, and Corner Clean Hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Lynn Garrick is a financial advisor at Robert W. Baird & Co. with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2021. Outside of her advisory role, she is an owner/member of 5th Gen LLC, a passive investment entity. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of traditional and non-traditional investment strategies.

Raymond Heath is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of the Spartanburg County Commission for Higher Education, where he supports the University of South Carolina Upstate's mission and manages the commission's endowment fund. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit options, tailored to plan objectives and demographics.

Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Richard Crumpler Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He has worked at several firms, including Wells Fargo Clearing and Wachovia Bank, N.A., prior to joining LPL Financial. Crumpler also holds Series 63 and Series 66 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Samantha Giorgio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan and First Citizens in various capacities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment process.