Stephen Sorensen is a financial advisor at UBS Financial Services in Greenville, SC. He holds the Series 66 designation and has recent experience that includes roles at NVR Mortgage and a background in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and capital markets services tailored to clients’ goals and risk tolerances.

Mark Payne is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James since 2013 and also serves as an officer and treasurer at Payne and Williams, a family investment entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and fiduciary solutions across multiple asset classes.

Luke Barnett is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America in various roles since 2009. Outside of his advisory work, he serves as the managing member of WP Home Solutions, LLC, a limited liability company focused on managing a residential property. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Riku Oinonen is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and six years of industry experience. His work history includes roles at Empower Financial Services, W&S Brokerage Services, and Western Southern Life. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Brian Blackburn is a CFP® professional with 25 years of experience in the financial services industry. He has worked at UBS Financial Services for 25 years before joining LPL Financial, where he has been since 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Lauren Giron is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 license and previously worked at LPL Financial, LLC, Wells Fargo, and Good Life Advisors, LLC. Giron is involved with Good Life Advisors, LLC, providing administrative support for the independent investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Wesley Bray is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, and Northwestern Mutual in various capacities. His background also includes roles outside of financial services at companies such as Sisense and ScanSource. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a structured process for alternative investments.

Joseph Garrett is a financial advisor at Ameriprise in Greenville, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Grant Tax. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Elaine Hall is a financial professional with 24 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at firms including VOYA Financial Advisors and The IBEX Group. Outside of her advisory work, she serves on the finance committee of a local church and owns a bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform incorporating both affiliated and third-party managers.

Tyler Kaliner is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and three years of industry experience. His background includes roles at Southern Valet, Hotel LBI, and the University of South Carolina. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Wynne Curran is a financial advisor at OSAIC with 13 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2026, Wynne worked at LPL Financial for 21 years and at Independent Advisor Alliance, LLC for 5 years. Wynne is involved with The Curran Family Fund, a donor advised fund established in 2023. OSAIC Wealth serves a broad client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, with a range of programs including financial planning, managed portfolios, and retirement plan consulting.

Kiefer Ogburn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at UBS Financial Services from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Adam Parker is a CFP® with six years of industry experience currently affiliated with Charles Schwab in Greenville, SC. His prior work includes positions at Fidelity Brokerage Services LLC and Palms Associates, among others. There are no additional notable outside activities reported. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Maxwell Vischer is a financial advisor at Edward Jones in Clemson, SC, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Indiana Wesleyan University and The Walker Course at Clemson University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Thiago Pinheiro is a financial advisor with Charles Schwab in Greenville, SC, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual and multiple smaller firms. He serves as a committee member at the Darla Moore School of Business and on the University of South Carolina Athletics Hall of Fame Selection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Joseph Brown is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in healthcare and community organizations, including Interim Healthcare of the Upstate and New Covenant Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large national network of financial advisors and branch offices.

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Jeremiah Davis is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial planning process.

Courtney Turner is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2016. 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.