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.

Judith Brown is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she co-manages a rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory programs and maintains a large national network of advisors and branches.

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.

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, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force for 14 years and worked at American Military University. He is also involved in land development through a home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by internal and third-party research.

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.