Ellenor Burrell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Carolinas Wealth Management and experience managing hospitality businesses such as Sole Sushi Bar and Grill and Brews at The Square. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans.

Andrew Rabon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his industry career in 2025. His prior work includes roles at Lima One Capital LLC and involvement with The Greenery of Charleston LLC. He has also worked in educational positions at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

William Lynn is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farm Bureau Insurance, Synergi Partners, and Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Randy Chalmers is a financial advisor with LPL Financial in Mauldin, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force from 2007 to 2021 and worked for American Military University from 2021 to 2022. He is also involved in land development through a home-based business, KRL Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while maintaining a broad non-advisory financial services platform.

Patricia White is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dennis Barry Jr. is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He has worked with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2003. Outside of his advisory role, he is a partner in SHIDEN Properties, LLC, which manages and maintains rental properties including the building where his advisory practice is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without managing client portfolios directly. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

William Ellison is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns a recreational tract of land organized as The Farm at Pecan Ridge LLC. 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 municipalities, offering financial planning, advisory programs, and institutional consulting supported by research and a range of portfolio management styles.

Barry Bynum Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and 65 licenses. He has 26 years of experience in the industry, having worked previously at LPL Financial and Advantage Investment Management, and has operated his own firm, Bynum Financial Group, since 1999. He is involved in community and nonprofit activities, serving as Deputy Grand Knight of the Knights of Columbus Council 8182 and Chair of the Finance Council at St. Elizabeth Ann Seton. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across multiple custody platforms with both discretionary and non-discretionary options.

Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

John Witt is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked at Merrill since 2003 and at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carter Mc Crary is a CFP® and Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He has nine years of industry experience. Outside of advisory work, he is a co-owner of McCrary Property Group, LLC, an LLC established for potential future property investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Isaac Monkiewicz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. He utilizes Fidelity's tools and resources to provide guidance and strategies aimed at helping clients manage their financial journeys effectively. Isaac's professional experience includes roles as an Investment Consultant, Director Retirement Planner, and Retirement Planner at Fidelity Investments from 2023 to 2025. Prior to that, he worked as a Senior Financial Services Representative at Morgan Stanley from 2020 to 2023. Outside of his professional work, Isaac has interests in biking, cars, cooking and baking, hiking, parenthood, and snowboarding.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wachovia Bank, N.A. since 2007 and with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Karen Sweet is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning.

Kenneth Hicks is a CFP® professional with 30 years of experience in the financial industry. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Greenville, SC. Raymond James & Associates, Inc. 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 consulting with a range of portfolio management styles supported by affiliated research and municipal advisory services.

Ronald Metcalf Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and spanning 39 years in the industry. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and ownership of The IBEX Group. He serves on the finance committee of Rock Springs Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including affiliated and third-party managers, and oversees more than $256 billion in assets.

William "Bubba" McAtee is a Financial Advisor with Merrill Lynch Wealth Management based in Greenville, South Carolina. He joined Merrill Lynch in 2025 through the Advisor Development Program and began his career in Charlotte, North Carolina, where he assisted clients with both banking and investment needs before relocating to Greenville. He specializes in areas including divorce transition planning, education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Bubba earned both a bachelor's degree in Financial Management with an emphasis in Banking and Investments, as well as a minor in Accounting, and an MBA from Clemson University. He holds the Chartered Retirement Planning Counselor (CRPC) designation. During his time at Clemson from 2020 to 2024, he was a member of the Clemson Football program, an experience that contributed to his disciplined and team-oriented approach to serving clients. He works with individuals, families, business owners, athletes, entertainment professionals, and young professionals. Outside of his professional work, William McAtee enjoys baseball, basketball, boating, fishing, football, golfing, pickleball, running, skiing, and spending time with his family.

Veronica Mackey is an Investment Consultant with extensive experience in wealth planning and financial advisory roles. She has worked at various firms including Axia Wealth Advisors Raymond James, Tilly, Inc., Parallel Financial - Fiduciary Alliance, The PS Group - Consolidated Planning, Northwestern Mutual, Palmetto Trust and Investment Group Raymond James, and Ameriprise. Her professional background encompasses positions such as Wealth Planning Associate, Paraplanner and Head of Operations, Director of Operations, Financial Advisor, Lead Associate Advisor, Registered Sales Assistant, and Broker Trainee. This diverse experience has equipped her with a comprehensive understanding of financial planning and operations within the financial services industry. Outside of her professional endeavors, Veronica enjoys attending concerts, kayaking, reading, and traveling.