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 with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining LPL Financial in 2022. Mcgrath is also associated with The Spurs Up Show, a venture he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

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 at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Oppenheimer & Co. Inc, Wells Fargo Clearing, and Wells Fargo Advisors before joining LPL Financial in 2025. Outside of his advisory work, Keller serves as a sports referee in Seneca, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from various sources.

Luke Payne is a CFP® with 10 years of industry experience, currently affiliated with Wells Fargo Clearing. He has worked with The Vanguard Group and is involved in basketball officiating through the Southeastern Conference and the Metrolina Basketball Officials Association. Outside of finance, he officiates basketball games as part of a conference officiating consortium. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Dallah Forrest Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James & Associates Inc. for 13 years and is currently the owner of Arbor Wealth Advisors, where he provides financial services. He also holds a position as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Schoen is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and two years of industry experience. He has held roles outside finance, including work at Haviland Tennis Academy and involvement with Resurrection Presbyterian Church, where he currently serves on the setup team. Schoen also pursues acrylic painting and sells his artwork through Parks Schoen Art. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Elizabeth Albers is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Her prior experience includes roles at Morgan Stanley and Edward Jones Investments. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through comprehensive investment and wealth management services.

Ronald Christopher Jr. is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2023. Prior to that, he spent nine years at Kovack Advisors, Inc. and Kovack Securities, Inc. No other business activities of note were reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Samuel Gilliam III is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Bell is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1997 and has been affiliated with Primerica Financial Services since 1989. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, with approximately 3,698 advisors managing around $15.5 billion in assets, and delivers advisory services through model recommendations created by unaffiliated asset managers.

Mark Brunson is a financial advisor with Edward Jones in Mauldin, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1997. Brunson serves as a board member of the Mauldin Rotary Foundation, which provides scholarships to local college students. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Crowley is a financial advisor with Morgan Stanley in Greenville, SC, holding a Series 66 license and having 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Brian Simmons is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at South State Bank since 2018 and has been with LPL Financial since 2014. Outside of financial advising, he is the owner of Brian Simmons Photography. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management strategies.

Julia Churchwell is a financial advisor with Raymond James Financial in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Raymond James and its affiliated entities since 2016 and is also involved as an associate at FFH Wealth Advisors LLC DBA Axia Wealth Advisors, assisting financial advisors and clients in a support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting through a broad advisor network and supports municipal finance and employer advisory programs.

Earl Styne is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and has held various roles at Western Carolina University and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with model portfolios built from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and utilizes AI-driven research methods.

Daniel Burrell is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. His background includes a role at Tel Aviv University and service in the United States Marine Corps since 2016. 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 diverse client base, including individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Osborn Jr. is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. He has over 17 years of industry experience, including prior roles at Rogers Townsend LLC and MAKS Private Capital LLC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services through a large network of advisors and branch offices nationwide.