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 based in Greenville, SC, holding a Series 66 designation. Dunn has been with Edward Jones since 2023 and has work experience in banking, retail, education, and the food service industry. Prior to joining Edward Jones, Dunn worked at Truist Bank and Kathy & Company Bakery among other roles. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

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 in Greenville, SC, holding a Series 66 designation and five years of industry experience. His career includes roles at Equitable Advisors since 2020 and prior positions at AxA Advisors and Clemson University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizons.

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 at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Jeffrey Knight is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Cetera, Voya Financial Advisors, Sanders Wealth Management, Atlas Financial Group, Home Trust Bank, and First Citizens Investor Services. In addition to his advisory work, he is involved with the Powdersville Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

James Mcnally is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a private landlord. 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, investment consulting, and specialized municipal advisory services.

Joyce Torricos is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, IFS Securities, Flynn Wealth Management Group, and VOYA Financial Advisors. Outside of finance, Joyce is an artist and musician with an ongoing involvement in the project Kami Ocean and The Rhythm since 2018. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management strategies supported by in-house and third-party research, along with various institutional and participant advice programs.

Gabriel Nussbaum is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and two years of industry experience. Before joining LPL Enterprise in 2025, he worked at LPL Financial and Johnson Controls Inc., among other roles. He is also involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services using an integrated platform that combines adviser programs with active sales of financial products, including insurance.

Rachel Pace is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Schur is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Merrill since 1992 and concurrently affiliated with Bank of America, NA since 2009. 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 plans, corporations, and charitable organizations.

James Culp is a financial advisor with Thrivent Investment Management in Greenville, SC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Culp serves as a board member and secretary of EM Greenville, a small charity that distributes donor-directed funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering these services without discretionary trading authority and without serving institutional portfolio management or adviser selection roles.

Mackenzie Muyco is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Prior to joining Raymond James & Associates, Muyco worked at NewEdge Securities, Inc. and Millie Lewis. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Chandler Elkins is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Charles Schwab Bank, TD Ameritrade, and a variety of other companies. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services for a large client base.

John Foster is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds a Series 63 designation and has been with various Raymond James entities since 2013. Foster is a partner in Hartview LLC, a family business that owns shares in Dunean Capital. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.