Timothy Nielsen is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as Executive Director of The Center for Evangelical Catholicism, a religious non-profit focused on evangelization and religious education. He also has experience working with St. Mary's Catholic Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and maintains affiliated capabilities beyond advisory services.

Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.

Justin Smith is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones from 2008 to 2025. Outside of his advisory role, he is involved in solar energy generation through Apollo Energy and owns a business called Climbing Bass LLC related to real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with substantial investable assets.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Heather Kleckley is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at UBS since 2018, with prior roles at FirstKem LLC and TD Bank AMCB. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jerry Boger Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in an IPS-driven, modern portfolio theory approach.

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.

Jordan Noblin is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors, Bloc Design, Bohler Engineering, and ColeJenest and Stone. Outside of advising, Noblin is a licensed landscape architect involved in landscape design. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management options and financial planning through a multi-manager platform with discretionary and non-discretionary programs.

Collin Maides is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at Mars Hill University and St. Joseph's Catholic 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

John Mauney II is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in building personalized wealth management strategies. He works closely with clients to help them navigate the complexities of wealth management, focusing on areas such as retirement planning, education funding, legacy creation, tax minimization, and liquidity management. John began his career in financial services with Merrill Lynch in Jacksonville, Florida after graduating from Clemson University in 2013. He returned to his hometown of Spartanburg, South Carolina in 2015 to join his current team. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John is involved in the Mobile Meals of Spartanburg and his church, Trinity United Methodist Church. He enjoys spending time with his wife and children, playing golf, and engaging in outdoor activities in the Upstate region.

Lorena Croft is a financial advisor at Fidelity Investments with six years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Toronto-Dominion Bank, Wells Fargo Clearing Services, and other financial services firms. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Watson is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Resources Investment Advisors, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, AdviseMe National Advisors, and Independent Financial Group LLC. Outside of his advisory work, he is a band member of The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers multiple portfolio management options and combines proprietary and third-party strategies tailored to client objectives.

Trevor Hastings is a financial advisor with Mass Mutual Investors Services in Greenville, SC. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he has work experience at DoorDash, Inc., Prudential - LPL Enterprise LLC, and Furman University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs and educational seminars.