Eric Keller is a financial advisor with LPL Financial in Greenville, SC, holding the Series 63 and Series 66 designations and having 28 years of industry experience. His prior roles include positions at Oppenheimer & Co. Inc., Wells Fargo Clearing, Wells Fargo Advisors, Truist Investment Services, Geneos Wealth Management, Cetera Advisors, and UBS Financial Services. Outside of his advisory work, he serves as a sports referee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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.

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® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2014 to 2023, and Cam Wealth Advisors, Inc. from 2008 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Samuel Gilliam III is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008, with a brief tenure at PRUCO Securities, LLC and Wells Fargo Clearing. He is based in Simpsonville, SC. 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 solutions, including discretionary and non-discretionary wrap fee strategies, 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, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His career includes roles at South State Bank, Park Sterling Bank, OSAIC, Securities America Advisors, and Uvest Financial Services Group. Outside of finance, he is a photographer and operates Brian Simmons Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and operational tools.

Julia Churchwell is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and multiple Raymond James entities. In addition to her advisory role, she serves as a registered client service associate at FFH Wealth Advisors LLC, assisting financial advisors and clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services, utilizing analytical tools and risk profiling, and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Earl Styne is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and utilizes algorithmic methods and AI in its research processes.

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.

Jason Reimers is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has worked at Royal Alliance Associates since 2010 and Jennings Cook Financial Services since 2007. In addition to his advisory role, he operates a sole proprietorship providing insurance consulting and tax return preparation services. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools, risk-tolerance assessments, and managed-account solutions to construct portfolios across various asset classes.

Shannon Dunn is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation. Shannon has three years of industry experience, including prior roles at Truist Bank and experience in education and retail. Before joining Edward Jones, Shannon worked in various positions including at Kathy & Company Bakery and Marshall's. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets.

Kirk Bori is a financial advisor at UBS Financial Services with four years of industry experience and holds a Series 66 designation. Prior to joining UBS, he worked for six years at Locations Sports Brands. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of mutual funds and alternative products through a network of Financial Advisors. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Mitchell Panning is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at AxA Advisors and Equitable, with a background that also includes five years associated with Clemson University. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Samuel Woods is a financial advisor at Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2014. Woods serves on the Audit and Finance Committee of the Poinsett Club in Greenville, providing guidance on budgeting and financial expenditures. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.