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 at Ameriprise with 14 years of industry experience and holds a Series 66 designation. His career includes roles at Merrill and Morgan Stanley prior to joining Ameriprise in 2016. Outside of finance, he teaches a history class on the Pacific War through Furman University’s Osher Lifelong Learning Institute and owns a consulting business, F4 Consulting. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

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 with LPL Financial in Greenville, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Raymond James & Associates for seven years and has been involved in the music industry as an artist and musician with Kami Ocean and The Rhythm since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Elijah Chun is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which underscores his expertise in retirement planning. Elijah Chun earned a Bachelor's Degree from Bethune-Cookman University and a Master's Degree from Lander University. These educational credentials support his role in providing financial advisory services to his clients.

Gabriel Nussbaum is a Series 66 licensed advisor with LPL Enterprise, LLC, located in Greer, SC, and has two years of industry experience. His background includes roles at Johnson Controls Inc. and LPL Financial, among others. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. Their investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Rachel Pace is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 licenses and 16 years of industry experience. She 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 at Raymond James & Associates with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Raymond James & Associates since 2013, with prior experience at NewEdge Securities, Inc. and Millie Lewis. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting through 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 Series 63-licensed financial advisor with Raymond James Financial, bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Keegan & Company, LLC, and Raymond James & Associates. Foster is a partner in two family LLCs associated with investment holdings. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs a fact-based, non-discretionary approach tailored to client goals and offers specialized services including municipal advisory and SIMPLE IRA employer consulting.

Michael Vela is a financial advisor with LPL Financial in Piedmont, SC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Foresters Financial Services and a decade as a professional poker player. 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 and supports its advisors with model portfolios, third-party subadvisors, and technology tools.

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.

John Kraunelis is a CFP® professional with eight years of industry experience. He is currently with LPL Financial and previously worked at Allworth Financial, AW Securities, Nuveen Securities, and Charles Schwab & Co., 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

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.

Jacob Farley is a CFP® professional currently with Edward Jones, where he has worked since 2017. He has nine years of industry experience, including one year at Vessel Medical prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients across individual, institutional, and corporate segments. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joy Jennings is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she worked in the hospitality and service industries, including positions at Outback Steakhouse and Southern Oaks Venue & Catering. Raymond James & Associates is a large 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.