Daniel Watson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Resources Investment Advisors, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of advising, he is a band member with The Wallin' Thorns. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a variety of platforms and proprietary model strategies.

Trevor Hastings is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at DoorDash, Inc. and Prudential - LPL Enterprise LLC. MassMutual Investors Services, LLC is 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 uses firm-approved software to analyze client goals and offers various planning programs including recent additions such as Divorce Planning.

Anastasia Tsavaris is a financial advisor at LPL Financial in Greenville, SC, holding a Series 66 designation with 11 years of industry experience. She previously worked at Eagle Asset Management and Raymond James and Associates. Outside of her advisory role, she is also a certified yoga teacher. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, MSI Financial Services, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Stewart Nelson is a financial advisor at Edward Jones in Greer, SC, holding a Series 66 designation with three years of industry experience. He previously worked for NEIS, Inc. for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Rebecca Lloyd is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and four years of industry experience. Her work history includes roles at Wells Fargo Clearing, Health IQ, Select Quote, Jehm Wealth and Retirement, and earlier, five years at Edible Arrangements. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from the Wells Fargo Investment Institute.

Matthew Smith is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at First Heartland Capital Inc., Concourse Financial Group Securities, Inc., First Heartland Consultants, Inc., and Ameriprise. Smith is also involved with MCS Wealth Management, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a range of investment strategies and support tools.

Stephen Sorensen is a financial advisor at UBS Financial Services with Series 63 and Series 65 designations and 33 years of industry experience. He has held positions at UBS since 2021 and previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of banking and capital markets offerings.

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.

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 financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience with Americans for Prosperity. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily utilizes third-party investment programs alongside firm-offered solutions.

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.

Thomas Mc Carver is a financial advisor with Edward Jones in Spartanburg, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Mc Carver is involved in freelance photography and serves as chairman of the Media Ministry at First Baptist Church of Spartanburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

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.

Harry Foster is a financial advisor with Raymond James Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. He has been with Raymond James Financial Services since 1999 and serves as president of the H Daniel Foster Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical modeling and supports clients through various advisory programs and institutional consulting.

Steve Armaly is a financial advisor with LPL Financial holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services for 21 years before joining LPL Financial in 2025. Outside of advising, he is the owner of a non-investment-related business, EEEA, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

William Bruce is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. Bruce is also a member of a business networking group where he exchanges referrals with other professionals. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized client assessments and a broad range of investment options.

Thomas Way is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Cherry Bekaert, LLP. Outside of his advisory role, he serves as treasurer for Camperdown Academy in Greenville, SC, supporting students on the dyslexic spectrum. 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 combines research from Wells Fargo Investment Institute with third-party data to guide its investment approach.

Austin Rose is a Wealth Management Advisor with Merrill Lynch Wealth Management. He takes a personalized approach to financial planning by understanding clients' priorities to help define and pursue their short-, mid-, and long-term financial goals. His services include investment strategies, retirement planning, and coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions. Austin's career began in consumer banking as an Operations Manager before transitioning into investment advisory after completing his MBA. He holds a Bachelor's degree and a Master of Business Administration from Clemson University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®). He focuses on areas such as education planning, executive compensation, legacy planning, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Austin also participates in community service activities aligned with Merrill's tradition of community involvement.