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.

John Bartlett is a CFP® professional with 12 years of experience in financial advising. He is currently with Cetera and has prior experience at Fidelity Investments, Guardian Life Insurance Company, Regions Bank, and Park Avenue Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Patricia Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She joined Cambridge in 2016 and has also been associated with Muncaster Financial Services since 2015. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning and investment management services through independent Financial Professionals using a variety of portfolio strategies and platform arrangements tailored to client objectives.

Danielle Bouharoun is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and has been with 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

Mitchell Garrett is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked with firms including Equitable Advisors and Northwestern Mutual. Garrett is also involved with Gateway Wealth Strategies, where he serves as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services and integrates advanced analytical tools and technology in its investment approach.

Jeffrey Knight is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cetera, Voya Financial Advisors, Atlas Financial Group, and several other firms. Outside of his advisory work, he is involved with Powdersville Insurance Agency. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Philip Decallejon is a financial advisor with Ameriprise Financial Services in Greenville, South Carolina, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he owns a consulting business, F4 Consulting, and teaches a history class on the Pacific War at Furman University’s Osher Lifelong Learning Institute. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning, including dependable income sources and tax-aware withdrawal strategies.