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 with Edward Jones in Greenville, SC, holding a ChFC® designation and a Series 66 license. He has nine years of industry experience, including four years at Toyota of Easley prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of 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 credential and 19 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Wells Fargo in 2016. Outside of his advisory role, Heath serves on the Spartanburg County Commission for Higher Education, where he participates in university advocacy and endowment fund management. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

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 holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Wachovia Bank, N.A. Crumpler also has ongoing involvement with United Community Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, and institutions, offering various investment strategies and institutional platforms.

Samantha Giorgio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at First Citizens Investor Services, Inc. and First Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting.

Mark Ferguson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personal finance and business management. He works closely with clients to understand their priorities and develop financial strategies tailored to their short-, mid-, and long-term goals. Mark provides a comprehensive range of services including general investing, retirement planning, and unexpected savings, as well as access to Bank of America specialists for banking, credit, home financing, and small business solutions. Mark holds a B.S. in Business Administration from the College of Charleston and the Personal Investment Advisor (PIA) designation. His experience includes serving business owners by offering banking solutions such as financing and exit strategies. He focuses on managing new wealth, portfolio management services, and individual and corporate investment strategies. In his personal time, Mark enjoys boating, cooking, golfing, and playing pickleball. He is fluent in English and Spanish and is committed to helping clients create strategies that align with what matters most to them and their families.

Robert Sharpe Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Mckinley Brown is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Brown worked at Cregger Company and was employed at Clemson University. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Mcgrath is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates for 12 years. Mcgrath is also involved with The Spurs Up Show, a project he has been part of since 2019. 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 a range of advisory and brokerage services, utilizing various investment strategies and technology tools to support its network of more than 22,800 advisors.

Matthew Perry is a financial advisor with Ameriprise in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise since 2005, including the current firm since 2020. Perry also manages his own financial planning practice through Langdon & Perry Enterprises Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

Peden Ford is a financial advisor with Morgan Stanley in Greenville, SC, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held positions at Southern Management Corporation and Northwestern Mutual. Outside of advising, Ford is the sole proprietor of Lake Beulah Properties LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial plans.

Eric Keller is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc, Wells Fargo Clearing, Truist Investment Services, Geneos Wealth Management, Cetera Advisors, and UBS Financial Services. Outside of finance, he serves as a sports referee and coach in Seneca, SC. 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 advanced operational tools.

Luke Payne is a CFP® with 11 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. He has held roles with The Vanguard Group and Southeastern Conference since 2015 and 2021, respectively, and has been involved in basketball officiating for over a decade. Outside of his financial advisory work, Payne officiates basketball games as part of the SEC Conference Officiating Consortium. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.