Micah Valentine is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at IFG Advisory, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he is involved with Valentine Properties Inc. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Travis Peterson is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Allstate Insurance Company and Prudential Insurance Company of America. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive, collaborative planning engagements using firm-approved analytical tools, with offerings that include specialized event-driven planning programs.

Justin Dowers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. He has worked in various roles at firms including PFS Investments Inc. and Primerica Financial Services since 2013. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers. The firm supports its advisory services with custodial and trade execution partnerships and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Lorena Croft is a financial advisor at Fidelity Investments with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Toronto-Dominion Bank, Wells Fargo Clearing Services, and other financial services firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Arnold Clarke III is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Scott Robertson is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

William Murphy is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Deluccia is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent eight years at Engenius. Outside of his advisory role, he is the executor of a family member’s will. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.

Daniel Watson is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Resources Investment Advisors, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, AdviseMe National Advisors, and Independent Financial Group LLC. Outside of his advisory work, he is a band member of The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and combines proprietary and third-party strategies tailored to client objectives.

Caleb White is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has three years of industry experience, including prior roles at Equitable Financial and State Farm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Trevor Hastings is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at DoorDash, Inc. and Prudential - LPL Enterprise LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and offers various planning programs including recent additions such as Divorce Planning.

Anastasia Tsavaris is a financial advisor at LPL Financial in Greenville, SC, holding a Series 66 designation with 11 years of industry experience. She previously worked at Eagle Asset Management and Raymond James and Associates. Outside of her advisory role, she is also a certified yoga teacher. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2022. Her prior experience includes roles at Health IQ, Select Quote, Jehm Wealth and Retirement, and EDIBLE ARRANGEMENTS. 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.

Angel Ramirez Vazquez is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Michelin North America for 14 years. He also operated Ramirez Financial Coach from 2020 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers a variety of investment approaches and platform options, including proprietary model strategies and access to third-party managers.

Jonathan Vander Hoek is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in related business activities including sales of loan products and referrals for home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Amalia Carmichael is a Series 66-credentialed financial advisor at Merrill with 10 years of industry experience. She has worked with both Merrill and Bank of America, N.A. since 2014 and 2016, respectively. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Lipscomb is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience with Americans for Prosperity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party investment programs alongside firm-offered solutions.

Frank Thomas Jr. is a financial advisor with Edward Jones in Simpsonville, SC, holding Series 63 and Series 66 licenses and over 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves on the management committees of several family partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.