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.

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 with Raymond James & Associates in Greenville, SC, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Raymond James, he worked with Human Potential Advisors and has been involved in various roles including activities at Resurrection Presbyterian Church and the Haviland Tennis Academy. Outside of his advisory work, he is an artist who paints and sells acrylic artwork. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a variety of advisory services with a focus on tailored financial planning and consulting, supported by a wide range of portfolio management styles and affiliated research.

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 at Primerica Advisors with 36 years of industry experience. He has been with Primerica Financial Services since 1989 and with Primerica Advisors since 1997. He holds the Series 63 and Series 65 licenses. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm uses model-delivery strategies developed by third-party asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

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 bringing 25 years of industry experience. His career includes prior roles at South State Bank, Park Sterling Bank, OSAIC, Securities America Advisors, Inc., and Uvest Financial Services Group, Inc. Outside of finance, he is the owner of Brian Simmons Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management, institutional platforms, and various advisory strategies supported by research and technology.

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 five years of industry experience. His prior work includes roles 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 process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is notable for its use of systematic methodologies and AI-driven research in portfolio management.

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 at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates and Jennings Cook Financial Services. He also operates a sole proprietorship involved in insurance needs analysis and tax return preparation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform that uses model-based asset allocation and portfolio optimization.

Shannon Dunn is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2023, Shannon worked at Kathy & Company Bakery and Truist Bank, among other positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.