Andrew West is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. He previously worked at Raymond James & Associates from 2014 to 2020. Outside of his advisory role, he is a co-owner of CrossFit Greer, a local CrossFit gym in South Carolina. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Alexander Parker is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked with Northwestern Mutual and serves as an E-3 Lance Corporal and Assistant Team Leader in the United States Marine Corps. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce and estate-settlement planning.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at GWN SECURITIES, Inc., Foresters Equity, and his own firm, Barnette and Associates Wealth Management, LLC. In addition to advisory services, he operates as an independent insurance agent offering life, health, disability, and annuity products. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management solutions, including proprietary and third-party models, and supports both discretionary and non-discretionary strategies tailored to client objectives.

Joseph Montgomery Jr. is a Series 65-credentialed financial advisor with 14 years of industry experience. He has been with Ameriprise since 2020 and previously worked at Raymond James & Associates, CDAG, and Montgomery & Company, CPAs, where he was managing partner and involved in tax preparation and staff management. He also serves as treasurer on the board of directors for the Roper Professional Property Owners Association. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Michael West Sr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at prominent firms including Raymond James & Associates, UBS Financial Services, and Blm Holdings. West serves as an elder on the board of Mount Calvary Baptist Church and is a trustee at Bob Jones University. 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 recommendations and annual planning advice focused on retirement income, utilizing proprietary research and third-party data within a defined investment framework.

John Boyle III is a financial advisor at OSAIC Wealth, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advising, he serves as an independent contractor and R-1 steward for the U.S. Equestrian Federation. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to deliver customized portfolio solutions across various investment types.

Jennifer Sharp is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Greenville, SC. Her prior work includes ten years at FSC Securities Corporation and three years at OSAIC. She is the owner of a sole proprietorship focused on life insurance and long-term care. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses various analytical tools to support client goals while providing access to advisory programs and institutional consulting.

Timothy Johnson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Wabtec Corporation, Roechling Automotive, and Alfmeier Friedrichs and Rath LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 affiliated mutual funds.

Donna Panton is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Her prior roles include positions at CUSO Financial Services, Key Investment Services, Equitable Advisors, and Fifth Third Securities. Outside of her advisory work, Donna is also an author under the name D.A. Sweeten. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carolina Hernandez Pacheco is a financial advisor with J.P. Morgan Securities in Taylors, SC, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes ten years at Wells Fargo Bank and three years at Publix. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Edgar Pouch III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Gateway Wealth Strategies and Bank of Travelers Rest, where he is also an associate and financial advisor. He also serves as branch manager of Gateway Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.

William Gore is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Allstate Insurance Company for 10 years and operated Gore Insurance Group for five years. Outside of his advisory role, he has ownership interests in commercial real estate through separate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed accounts, trust services, and securities-based lending.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Cynthia Boyle is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Stifel Independent Advisors, LLC, and Wells Fargo Advisors. Boyle serves on the board of the US Para Dressage Foundation and advises the Isle of Palms Literary Events, a nonprofit focused on promoting literary exposure to adults and schoolchildren. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through numerous affiliated advisers and platforms, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and managed account solutions across various investment types, supporting both discretionary and non-discretionary account management.

Christopher Long is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services LLC, he served in the United States Army and Florida Army National Guard, and worked briefly at other firms. Outside of his advisory role, he participates part-time as a baker at Flying Fox Coffee in Greer, South Carolina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers solutions such as discretionary and non-discretionary advisory services, fund advisory, and consulting.

Jerry Reimers is a financial advisor at OSAIC with 36 years of industry experience. He has held roles at Jennings Cook Financial Services Inc and Royal Alliance Associates, Inc., serving clients from 1996 through 2023. Reimers also owns Reimers Financial Services, a sole proprietorship involved in selling term life and fixed annuities, preparing tax returns, and providing retirement planning and investment services. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through an extensive network of affiliated advisers and multiple platforms. The firm employs various portfolio-construction tools and supports both discretionary and non-discretionary account management, with access to third-party money managers and wrap programs.

Jefferson Bennie II is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with several years of experience across firms including Franklin Energy and Dream Seat. Prior to his advisory roles, he operated PB&J Renovation for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Brian Lusco is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera, Wells Fargo, and H.D. Vest Advisory Services. Lusco is also involved with Beacon Tax & Accounting Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Delayla Dodgens is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2018, with prior experience at SunTrust Bank and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and a formal advisory role to registered investment companies.