Chandler Johnson is a financial advisor at Edward Jones in Easley, SC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Dillon Supply Company, Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, South State Bank, and Anderson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Brian Fitzsimmons is a financial advisor at Raymond James Financial with seven years of industry experience. He has worked within various branches of Raymond James since 2019 and served seven years in the United States Marine Corps. Fitzsimmons is also the principal of FFH Wealth Advisors LLC, a support company associated with a new Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary advice and has specialized offerings for municipal finance and employer retirement plans.

Stephanie Hafter Lipford is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes multiple roles within Wells Fargo-affiliated firms and Truist Advisory Services. She serves as a board member of the District Five Foundation, which supports local schools through fundraising and grant programs. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research-driven strategies incorporating diversification and modern portfolio theory.

Kyle Walker is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. His career includes positions at JJB Hilliard W.L. Lyons and Bank of America, N.A. He has been with Robert Baird & Co. since 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jared Folsom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at DeSales University, Rockland Immunochemicals, Immaculata University, and Owen J. Roberts High School. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including fund-of-funds structures and model portfolios delivered to intermediary platforms.

Andrew Pearce is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. 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 wide range of clients including individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dianna Puskas is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. She worked at Edward Jones from 2015 to 2025 and currently serves as an advisor since 2025. Outside of finance, she has worked part-time as a cashier and hostess at Dellaventura's Pizzeria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Laura Blanton is a financial advisor at Raymond James & Associates with 12 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds a Series 66 designation and is based in Greenville, SC. Raymond James & Associates, Inc. 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 including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Molly Dunlap is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS Financial Services for a total of 20 years, with a two-year period at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and banking products.

James Yarbrough is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked at UBS Financial Services and has served as trustee or personal representative for multiple family trusts and estates. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven portfolio management with broad financial product distribution through bank and insurance affiliates.

Felicia Hill Graham is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at The Vanguard Group for 10 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, including futures commission merchant activities and proprietary research distribution.

Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 credential and has previously worked at Bank of America, Merrill Lynch, Raymond James, LPL Financial, and Wells Fargo Clearing Services. In addition to her advisory role, she serves as a notary in Clemson, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using Wells Fargo research and tools, with clients choosing how to implement these recommendations through the firm’s brokerage or advisory programs.

Sandra Mcavoy is a Series 66-licensed financial advisor with UBS Financial Services in Greenville, SC, where she has worked since 2005. She has 20 years of industry experience. Outside of her advisory role, she volunteers with the Smocking Arts Guild of America, serving as a liaison for local chapters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Sara Rieser is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a consultant for Arbonne International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing research from its Chief Investment Office and global resources to tailor client plans.

Jeannie Fowler is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill for 40 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, model portfolio programs, and institutional platforms.

Jacob Dunn is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the US Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Newton is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Lakeside Lodging, LLC, a dormant real estate partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with both wealth management and institutional trading capabilities, providing a broad range of services including portfolio management, financial planning, and capital markets solutions.

Boyce Tollison is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at LPL Financial since 2012, following prior roles at Cetera Wealth Services, Truist Investment Services, and NCF Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and extensive operational resources.

Dana Allinger is an Investment Consultant at Fidelity, a role she has held since 2026. She began her career in the financial services industry at PNC Bank, where she served in various capacities including Business Banking Center Branch Manager and Market Risk & Loss Prevention Advisor. She later worked as a Financial Advisor at Northwestern Mutual, a Licensed Relationship Banker at JP Morgan Chase Bank, and a Retirement Consultant at Empower before joining Fidelity. Dana's experience spans risk management, client experience, retirement planning, and investment consulting. She focuses on building lasting financial confidence with clients by understanding their goals and priorities to develop personalized financial strategies. Her approach emphasizes partnership and thoughtful, individualized service. Outside of her professional work, Dana enjoys concerts, fitness activities, football, outdoor adventures, and traveling.