Steve Armaly is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining LPL Financial in 2025. Outside of advising, he is the owner of a non-investment-related business, EEEA, 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

Madison Pee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, Madison worked at City Scape Winery and held positions at several other firms including United Community Bank and Cracker Barrel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

William Bruce is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Bruce is also a member of a business networking group where he exchanges referrals with other professionals. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized client assessments and a broad range of investment options.

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 nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy in Greenville, SC, supporting students on the dyslexic spectrum. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Austin Rose is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a personalized approach to financial planning by understanding clients' priorities to help define and pursue their short-, mid-, and long-term financial goals. His services include investment strategies, retirement planning, and coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Austin's career began in consumer banking as an Operations Manager before transitioning into investment advisory after completing his MBA. He holds a Bachelor's degree and a Master of Business Administration from Clemson University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®). He focuses on areas such as education planning, executive compensation, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Austin also participates in community service activities aligned with Merrill's tradition of community involvement.

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.

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 the Series 66 designation and previously worked at Prisma and several healthcare-related organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Herbert Fleming Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1999. Fleming serves as Vice-Chair on the advisory board of Clements Kindness, a nonprofit focused on children and youth in Greenville, South Carolina. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

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.

Deborah Brown is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.