Samantha Giorgio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan and First Citizens in various capacities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment process.

Mark Ferguson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personal finance and business management. He works closely with clients to understand their priorities and develop financial strategies tailored to their short-, mid-, and long-term goals. Mark provides a comprehensive range of services including general investing, retirement planning, and unexpected savings, as well as access to Bank of America specialists for banking, credit, home financing, and small business solutions. Mark holds a B.S. in Business Administration from the College of Charleston and the Personal Investment Advisor (PIA) designation. His experience includes serving business owners by offering banking solutions such as financing and exit strategies. He focuses on managing new wealth, portfolio management services, and individual and corporate investment strategies. In his personal time, Mark enjoys boating, cooking, golfing, and playing pickleball. He is fluent in English and Spanish and is committed to helping clients create strategies that align with what matters most to them and their families.

Robert Sharpe Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Joseph Chappell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is also the owner of Chappell's Quality Signs, a business he has operated since 2007 that specializes in designing and creating custom signs and banners. 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 financial advisors and branch offices, and operates under a fiduciary standard.

Mckinley Brown is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Brown worked at Cregger Company and was employed at Clemson University. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Mcgrath is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining LPL Financial in 2022. Mcgrath is also associated with The Spurs Up Show, a venture he has been involved with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Stephen Noblin is a ChFC® credentialed financial advisor with 41 years of industry experience, currently with Cetera. His prior experience includes roles at VOYA Financial Advisors and leading his own firm, Easler, Easler, Noblin, for over two decades. Outside of finance, he manages a micro distillery business, Rock Bottom Distillers, which he assists in operational management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management options and access to third-party money managers.

Peden Ford is a financial advisor with Morgan Stanley in Greenville, SC, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and previously held positions at Southern Management Corporation and Northwestern Mutual. Outside of advising, Ford is the sole proprietor of Lake Beulah Properties LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial plans.

Angela Hamilton is a financial advisor with Cetera in Spartanburg, SC, holding a Series 66 designation and two years of industry experience. She is also the managing partner of Lee, MacBay, Hamilton & Associates, LLC, a public accounting firm providing accounting and tax services since 1995. Additionally, she manages Southport Rd Associates, LLC, which owns commercial property rented to her accounting firm and other entities, and is a partner in Summit Wealth Management, LLC, an investment services partnership. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of investment strategies and program structures.

Russell Austin is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and the Union County School District. Outside of advising, he organizes a food service and catering business called Broker with a Smoker, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kerri Brandon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2016 and has over 18 years of experience with Merrill and Bank of America in various management roles. In her current role, she supports the growth of her team and helps clients and business owners build strategic, values-aligned financial plans, providing clarity and personalized guidance through every life and business stage. Kerri focuses on helping women and women business owners build confident, strategic financial futures across areas including business growth, retirement planning, life transitions, and generational wealth building. She holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Kerri's education includes a High School Diploma from Berea High School and attendance at Brevard College. She is involved in professional organizations such as LEAD and MASG. Beyond her professional work, Kerri is a mother of three and is active in her community through organizations like BACCV, Bridge Way Village, First Baptist Spartanburg, and Westgate Christian School. She enjoys music, playing piano and guitar alongside her husband, Michael, who is also a musician. Kerri and her family reside in Lyman, South Carolina.

Eric Keller is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Oppenheimer & Co. Inc, Wells Fargo Clearing, and Wells Fargo Advisors before joining LPL Financial in 2025. Outside of his advisory work, Keller serves as a sports referee in Seneca, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from various sources.

Luke Payne is a CFP® with 10 years of industry experience, currently affiliated with Wells Fargo Clearing. He has worked with The Vanguard Group and is involved in basketball officiating through the Southeastern Conference and the Metrolina Basketball Officials Association. Outside of finance, he officiates basketball games as part of a conference officiating consortium. 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 modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Dallah Forrest Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Raymond James & Associates Inc. for 13 years and is currently the owner of Arbor Wealth Advisors, where he provides financial services. He also holds a position as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Zachary Schoen is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and two years of industry experience. He has held roles outside finance, including work at Haviland Tennis Academy and involvement with Resurrection Presbyterian Church, where he currently serves on the setup team. Schoen also pursues acrylic painting and sells his artwork through Parks Schoen Art. Raymond James & Associates is a 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Elizabeth Albers is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019. Her prior experience includes roles at Morgan Stanley and Edward Jones Investments. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, serving a broad client base through comprehensive investment and wealth management services.

Ronald Christopher Jr. is a CFP®-credentialed financial advisor with 29 years of industry experience. He is currently with LPL Financial, where he has worked since 2023. Prior to that, he spent nine years at Kovack Advisors, Inc. and Kovack Securities, Inc. No other business activities of note were reported. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Robert Bell is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1997 and has been affiliated with Primerica Financial Services since 1989. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, with approximately 3,698 advisors managing around $15.5 billion in assets, and delivers advisory services through model recommendations created by unaffiliated asset managers.

Jeremy Bishop is a CFP® professional with 20 years of industry experience, currently affiliated with Wells Fargo Advisors in Spartanburg, SC. His career at Wells Fargo includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. He holds ownership interests in two investment-related businesses based in Spartanburg, including 1670 Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Deborah Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as an officer for two Windy Shores II property owners associations in North Myrtle Beach, South Carolina. 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, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.