John Stephens Jr. is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Kenneth Parham is a Financial Advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2007 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jake Ballew is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to joining Edward Jones, he worked at Greene Finney Cauley, LLP and held roles at Ambassador Personnel, Inc/Smith Drug Co, with additional experience in education at the University of South Carolina-Upstate and junior high and high school levels. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Daniels is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 24 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at AIG Capital Services, Inc. and Sunamerica Retirement Markets, Inc. from 2012 to 2017. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Blackwelder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Cambridge since 2019. Outside of his advisory role, he is a committee member of Covenant Church in Greer, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts with financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm offers various portfolio management solutions, including proprietary models and third-party strategies, tailored to client objectives across multiple platform arrangements.

David Foster II is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been active in the industry since 2020. His prior experience includes working at The H. Daniel Foster Company and Clemson University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs with a focus on municipal and public finance, as well as specialized services such as SIMPLE IRA Employer Advisory & Consulting.

Mark Allen is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kerry Crum is a CFP®-certified financial advisor with Edward Jones, based in Greenville, SC, and has 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Christopher Petrie is a financial advisor with Fidelity, holding the CFP® designation and Series 63 and 66 licenses, with 15 years of industry experience. He has previously worked at Charles Schwab and held various roles within Fidelity-affiliated entities since 2010. Outside of his advisory work, he volunteers as a goalkeeper coach for a high school soccer team. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, and it manages and oversees a range of investment strategies using systematic methodologies and long-term asset allocation benchmarks.

Daniel Creps Jr. is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial and Wells Fargo Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and is noted for its municipal advisory affiliation and recent development of SIMPLE IRA Employer Advisory & Consulting Services.

Kristen Center is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2015. Outside of her advisory role, she is employed by Elevate Management Firm LLC, which supports her compensation as an employee. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes the use of Ameriprise managed accounts in its recommendations.

Timothy Nielsen is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as Executive Director of The Center for Evangelical Catholicism, a religious non-profit focused on evangelization and religious education. He also has experience working with St. Mary's Catholic Church. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and maintains affiliated capabilities beyond advisory services.

Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Heather Kleckley is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, with prior roles at FirstKem LLC and TD Bank AMCB. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. 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 strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he operates a welding sole proprietorship and serves as an advisory board member for a local homeowners association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach.

Scott Frey is a CFP® professional with 25 years of experience in the financial industry, all of which have been with Edward Jones since 2001. Based in Greer, SC, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the president of Wall-E's Workshop, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Berra Byrd Jr. is a CFP®-designated financial advisor with Edward Jones, based in Simpsonville, SC, and has 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory work, Byrd serves on the finance board of Langston Charter Middle School in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

Sara Allen is a Planning Consultant at Fidelity, a role she has held since 2025. In this position, she collaborates with wealth planning teams to develop customized strategies tailored to clients' goals. Her professional experience includes positions at Foster Victor Wealth Advisors, where she worked as a Portfolio Specialist from 2022 to 2025 and as a Trading Analyst from 2021 to 2022. Prior to that, she was a Registered Client Service Associate at Raymond James from 2016 to 2021. Outside of work, Sara enjoys activities such as comedy, family activities, social events with friends, music, reading, and running.