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.

Angel Ramirez Vazquez is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Michelin North America for 14 years. He also operated Ramirez Financial Coach from 2020 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm offers a variety of investment approaches and platform options, including proprietary model strategies and access to third-party managers.

Jonathan Vander Hoek is a financial advisor with Primerica Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in related business activities including sales of loan products and referrals for home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its investment solutions.

Amalia Carmichael is a Series 66-credentialed financial advisor at Merrill with 10 years of industry experience. She has worked with both Merrill and Bank of America, N.A. since 2014 and 2016, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Lipscomb is a Series 66-licensed financial advisor with Equitable Advisors in Greenville, SC. He has been with the firm since 2025 and has prior experience working with Americans for Prosperity and Clemson University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Trevor Sherf is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Madison Avenue Securities and Common Sense Retirement Planning. Prior to his financial services career, he held roles in various organizations including Bob Jones University and Southeastern Freight Lines. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rufus Farley III is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Republic Finance, as well as positions outside finance such as at Outback Steakhouse and the University of 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Frank Thomas Jr. is a financial advisor with Edward Jones in Simpsonville, SC, holding Series 63 and Series 66 licenses and over 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves on the management committees of several family partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Steve Armaly is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 21 years. Outside of his advisory role, he is a business owner of a non-investment-related company, EEEA, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Madison Pee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, Madison worked at City Scape Winery and held positions at several other firms including United Community Bank and Cracker Barrel. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

William Bruce is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016, following four years at AXA Advisors, LLC. Bruce participates in a referral networking group as a BNI chapter member. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Thomas Way is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy, a nonprofit supporting students on the dyslexic spectrum. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Austin Rose is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies tailored to their short-, mid-, and long-term goals. He provides guidance across a broad spectrum of financial needs, including investment strategies, retirement planning, education planning, executive compensation, legacy planning, tax minimization, and specialized wealth management for professionals in sports and entertainment. Clients also benefit from his ability to coordinate with Bank of America specialists for banking, credit, home financing, and small business solutions. Austin began his career in consumer banking as an Operations Manager before transitioning into investment advisory after earning his MBA. He holds a Bachelor’s degree and a Master of Business Administration from Clemson University. His professional credentials include CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS™), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). These certifications underscore his commitment to delivering tailored financial guidance and comprehensive wealth management solutions. Outside of his professional work, Austin is active in his community, volunteering with local organizations consistent with the Merrill tradition of community involvement. His personal interests include adventure sports, baseball, basketball, boxing, football, golfing, running, spending time with family, and watching movies.

Brent Whitlock is a financial advisor with Raymond James Financial in Greenville, SC, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2004 and has operated Whitlock Financial Services LLC since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.