Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Prudential Equity Group, LLC. 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 Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

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.

Sara Holler is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Lending Path Mortgage and Next School at Eagle Ridge. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services using a range of strategies and third-party managers, including both traditional and non-traditional investment approaches.

Micah Valentine is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at IFG Advisory, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he is involved with Valentine Properties 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Collin Maides is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and has prior experience in education and retail, including roles at Mars Hill University and St. Joseph's Catholic School. 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, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

Travis Peterson is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Allstate Insurance Company and Prudential Insurance Company of America. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive, collaborative planning engagements using firm-approved analytical tools, with offerings that include specialized event-driven planning programs.

Justin Dowers is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he has held positions at several companies including PFS Investments Inc., Tellus Products LLC, and Curtiss-Wright Controls. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who deliver model portfolio recommendations supported by third-party asset managers and custodians.

Lorena Croft is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 65 credentials and has previous work experience with Toronto-Dominion Bank and Wells Fargo Clearing Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI technologies in its investment process.

Arnold Clarke III is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

William Murphy is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior work includes tenures at Merrill and Wachovia Securities before joining Wells Fargo Clearing, where he has worked since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Daniel Watson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is a band member with The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Caleb White is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Financial, Equitable Advisors, and State Farm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliates.

Trevor Hastings is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at DoorDash, Inc. and Prudential - LPL Enterprise LLC. MassMutual Investors Services, LLC is 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 uses firm-approved software to analyze client goals and offers various planning programs including recent additions such as Divorce Planning.

Anastasia Tsavaris is a financial advisor at LPL Financial in Greenville, SC, holding a Series 66 designation with 11 years of industry experience. She previously worked at Eagle Asset Management and Raymond James and Associates. Outside of her advisory role, she is also a certified yoga teacher. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Stewart Nelson is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with three years of industry experience. He previously worked for NEIS, Inc. for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Wells Fargo Clearing, Health IQ, Select Quote, Jehm Wealth and Retirement, and earlier, five years at Edible Arrangements. Wells Fargo Advisors is a large 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 both brokerage and advisory solutions backed by research from the Wells Fargo Investment Institute.

Johnathan Reece is a Series 66-licensed advisor with Thrivent Investment Management and has one year of industry experience. His prior work includes roles at Northwestern Mutual and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a wide range of financial topics without providing discretionary portfolio management.