Malcolm Street III is a CFP® professional with 27 years of industry experience. He is currently affiliated with OSAIC and has held prior roles at Maxworth Consulting Group, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Outside of his advisory work, he serves as chair of the endowment committee at Mauldin Methodist Church. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to a range of managed strategies and alternative investments.

Trevor Rasmussen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and prior work history that includes positions at Presbyterian College and Techtronic Industries, Inc. Outside of his advisory role, he works as an Uber/Lyft driver and engages in consulting and coaching activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Nathan Taylor is a Series 66-licensed financial advisor with Raymond James & Associates, based in Greenville, SC. He has four years of industry experience, including previous roles at the State of South Carolina Department of Administration and First Horizon Bank. 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, and municipal entities, offering financial planning and consulting services with a variety of investment approaches.

Thomas Metcalf is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has prior experience at Voya Financial Advisors and Livingstone Holdings, LLC. In addition to his advisory work, he serves as an independent insurance agent and is the owner and president of Livingstone LLC, a financial services firm. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Zachary Scheidly is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at United Community and has experience in education and camp administration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options and integrated brokerage, custody, and advisory services.

Dianna Rogers is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

Steven Blanton is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He is a partner at Elliott & Painter, LLP, where he provides tax preparation and accounting services. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Allen is a financial advisor with Edward Jones in Taylors, South Carolina, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves on the finance committee for the South Carolina State Child Evangelism Fellowship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Duane Haimbach is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Spartanburg, South Carolina. He has been in the financial services industry since 1993, initially with Banc of America Investment Services Inc., now Merrill Lynch Wealth Management. Duane holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He graduated from Wofford College in 1986 with a Bachelor of Arts in English and received a Master's Degree from the U.S. Army War College in 2012. Duane serves clients in areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He is a retired Colonel from the South Carolina Army National Guard and a veteran of Operation Enduring Freedom. Duane has participated in various civic and community organizations such as Mobile Meals Spartanburg and Habitat for Humanity, and he is a member of the Spartanburg Estate Planning Council. Outside of his professional work, Duane enjoys cooking, fishing, and golfing. He is also involved with NewSpring Church. His approach emphasizes working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

Andrew Williams is a financial advisor with Robert W. Baird & Co. in Greenville, SC, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Prior to joining Baird in 2021, he worked at Bank of America for 23 years. He serves on the Endowment Committee at Westminster Presbyterian Church. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Justin Boger is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2024, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2024. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

William Hearne is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with firms including Penn Mutual Life Insurance and Signature Wealth Group, where he continues to serve as an associate. Outside of his advisory role, he is involved with the Florence Breakfast Rotary Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs and institutional consulting.

Evan Butler is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Best Buy for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Marielena Sloney is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. Outside of her advisory role, she serves on the Governance Committee for Children's Cancer Partners of the Carolina's, a charitable organization in Spartanburg, SC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with customized portfolio implementation.

Craigen Schoen is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has worked at Raymond James since 2013, following six years at Morgan Keegan & Company, LLC and 15 years at Citigroup Global Markets. Schoen holds Series 63 and Series 65 designations. Raymond James & Associates is a large 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Jeffrey Froman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns Froman & Associates, LLC, a business that manages his practice expenses and tax matters. Ameriprise serves clients primarily through retirement-income planning services tailored to individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Hall is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 50 years of industry experience. His previous roles include positions at Citigroup Global Markets and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers.

Leslie Wilkerson is a Series 66-licensed financial advisor with Edward Jones, based in Spartanburg, SC, and has six years of industry experience. She worked at LYNX Services for seven years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Heidi Edwards is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. She previously worked at BW Flexible Systems from 2006 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Timothy Gantt is a CFP®-designated financial advisor with 16 years of industry experience, currently serving clients at Edward Jones since 2017. His prior experience includes roles at New York Life and NYLIFE Securities LLC from 2009 to 2017, as well as a position at Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.