William Bruce is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016, following four years at AXA Advisors, LLC. Bruce participates in a referral networking group as a BNI chapter member. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. 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 options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Thomas Way is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy, a nonprofit supporting students on the dyslexic spectrum. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Austin Rose is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies tailored to their short-, mid-, and long-term goals. He provides guidance across a broad spectrum of financial needs, including investment strategies, retirement planning, education planning, executive compensation, legacy planning, tax minimization, and specialized wealth management for professionals in sports and entertainment. Clients also benefit from his ability to coordinate with Bank of America specialists for banking, credit, home financing, and small business solutions. Austin began his career in consumer banking as an Operations Manager before transitioning into investment advisory after earning his MBA. He holds a Bachelor’s degree and a Master of Business Administration from Clemson University. His professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). These certifications underscore his commitment to delivering tailored financial guidance and comprehensive wealth management solutions. Outside of his professional work, Austin is active in his community, volunteering with local organizations consistent with the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, basketball, boxing, football, golfing, running, spending time with family, and watching movies.

Brent Whitlock is a financial advisor with Raymond James Financial in Greenville, SC, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2004 and has operated Whitlock Financial Services LLC since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Christopher Hartnett is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Ameriprise in Greenville, SC, having joined the firm in 2023. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Deforrest Durham is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 designation and has worked at Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Durham is also the president of Durham Investment Services, LLC, where he manages the sale of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Katie Best is a Series 66-credentialed advisor at Edward Jones with experience beginning in 2023 and a diverse background including roles outside finance such as operating Kate's Face Paint Creations and working at The Health Dare. She has held two separate terms with Edward Jones and a position at Grandbohemian Art Gallery. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large national network of financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Matthew Miller is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2016. Outside of his advisory role, Miller has ownership interests in aviation-related businesses, including GO FLY, LLC and Northbridge Aviation, LLC. MassMutual Investors Services, LLC operates as 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 structures financial planning as annual, collaborative engagements using firm-approved tools, with implementation requiring separate brokerage or insurance arrangements.

Natassya Tossany is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Morgan Stanley in Greenville, SC. She has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and investment advisory services supported by structured planning tools and research from its Global Investment Committee.

Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Kevin Clayton is a financial advisor at Edward Jones in Greenville, SC, with 9 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2017, he worked at Publix Supermarket from 2013 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Hodgson is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 65 designations and 33 years of industry experience. He worked at Fidelity Investments for 13 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.

Reid Hearn is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His background includes roles in education at Blue Ridge High School, Blue Ridge Middle School, and Mountain View Elementary. Primerica Advisors is a large-scale firm managing approximately $15.5 billion in assets and serves primarily individual investors through a wrap-fee asset management program that employs model-delivery strategies and discretionary portfolio management.

Timothy Smith is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Raymond James since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a partner in Pinewood Preserves, LLC, a hunting property in South Carolina. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and a range of portfolio management styles.

Emily Waits is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022, following prior roles in healthcare and education-related organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven advice tailored to clients’ goals and risk tolerances.

Herbert Fleming Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as Vice-Chair of the advisory board for Clements Kindness, a Greenville-based children and youth organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Brian Glenney is a financial advisor at Edward Jones in Greenville, SC, holding the CFP® designation and Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory work, Glenney pursues painting as a hobby and has sold some of his artwork under the business Glenney Art. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Ellenor Burrell is a financial advisor with Equitable Advisors in Greenville, SC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Carolinas Wealth Management, as well as experience in the hospitality and community sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering a range of financial planning, brokerage, insurance, and asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various third-party programs and managers to deliver tailored advisory and brokerage solutions.

Andrew Rabon is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked at Lima One Capital LLC and was involved with The Greenery of Charleston LLC. His earlier career includes roles in education at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from both internal and third-party sources.