Anastasia Tsavaris is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously spent time at Eagle Asset Management and Raymond James and Associates. Outside of her advisory work, she is also a certified yoga teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Gregory Downs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its approach, which includes both brokerage and advisory solutions.

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 with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Health IQ, Select Quote, Jehm Wealth and Retirement, and a five-year tenure at Edible Arrangements. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options while offering both brokerage and advisory solutions.

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. Prior to joining LPL Financial in 2024, he spent eight years at First Heartland Capital Inc. He is also involved with Walker, Higgins and Associates Wealth Management, LLC, an insurance agency and investment-related business in Spartanburg. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from multiple sources, providing both discretionary and non-discretionary management options.

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 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.

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 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.

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.

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.

Kareem Johnson is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones for 13 years. Outside of his advisory work, he serves as a trustee responsible for maintenance and security at Friendship Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.