Ellenor Burrell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Carolinas Wealth Management and experience managing hospitality businesses such as Sole Sushi Bar and Grill and Brews at The Square. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans.

Andrew Rabon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his industry career in 2025. His prior work includes roles at Lima One Capital LLC and involvement with The Greenery of Charleston LLC. He has also worked in educational positions at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

William Lynn is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farm Bureau Insurance, Synergi Partners, and Clemson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Randy Chalmers is a financial advisor with LPL Financial in Mauldin, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force from 2007 to 2021 and worked for American Military University from 2021 to 2022. He is also involved in land development through a home-based business, KRL Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while maintaining a broad non-advisory financial services platform.

Patricia White is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Northwestern Mutual Investment Management and Merrill. 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 through a large network of financial advisors and provides both brokerage and advisory solutions.

Dennis Barry Jr. is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He has worked with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2003. Outside of his advisory role, he is a partner in SHIDEN Properties, LLC, which manages and maintains rental properties including the building where his advisory practice is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without managing client portfolios directly. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

William Ellison is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he owns a recreational landholding organized as The Farm at Pecan Ridge LLC. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

John Witt is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked at Merrill since 2003 and at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carter Mc Crary is a CFP® and Series 66-licensed financial advisor with Raymond James & Associates in Greenville, SC, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is a co-owner of McCrary Property Group, LLC, an LLC established with his wife for potential future property investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Isaac Monkiewicz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. He utilizes Fidelity's tools and resources to provide guidance and strategies aimed at helping clients manage their financial journeys effectively. Isaac's professional experience includes roles as an Investment Consultant, Director Retirement Planner, and Retirement Planner at Fidelity Investments from 2023 to 2025. Prior to that, he worked as a Senior Financial Services Representative at Morgan Stanley from 2020 to 2023. Outside of his professional work, Isaac has interests in biking, cars, cooking and baking, hiking, parenthood, and snowboarding.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Karen Sweet is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Kenneth Hicks is a CFP® professional with 30 years of industry experience. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary investment approach.

Ronald Metcalf Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and spanning 39 years in the industry. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and ownership of The IBEX Group. He serves on the finance committee of Rock Springs Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including affiliated and third-party managers, and oversees more than $256 billion in assets.

William "Bubba" McAtee is a Financial Advisor with Merrill Lynch Wealth Management based in Greenville, South Carolina. He joined Merrill Lynch in 2025 through the Advisor Development Program and began his career in Charlotte, North Carolina, where he assisted clients with both banking and investment needs before relocating to Greenville. He specializes in areas including divorce transition planning, education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Bubba earned both a bachelor's degree in Financial Management with an emphasis in Banking and Investments, as well as a minor in Accounting, and an MBA from Clemson University. He holds the Chartered Retirement Planning Counselor (CRPC) designation. During his time at Clemson from 2020 to 2024, he was a member of the Clemson Football program, an experience that contributed to his disciplined and team-oriented approach to serving clients. He works with individuals, families, business owners, athletes, entertainment professionals, and young professionals. Outside of his professional work, William McAtee enjoys baseball, basketball, boating, fishing, football, golfing, pickleball, running, skiing, and spending time with his family.

Veronica Mackey is an Investment Consultant with extensive experience in wealth planning and financial advisory roles. She has worked at various firms including Axia Wealth Advisors Raymond James, Tilly, Inc., Parallel Financial - Fiduciary Alliance, The PS Group - Consolidated Planning, Northwestern Mutual, Palmetto Trust and Investment Group Raymond James, and Ameriprise. Her professional background encompasses positions such as Wealth Planning Associate, Paraplanner and Head of Operations, Director of Operations, Financial Advisor, Lead Associate Advisor, Registered Sales Assistant, and Broker Trainee. This diverse experience has equipped her with a comprehensive understanding of financial planning and operations within the financial services industry. Outside of her professional endeavors, Veronica enjoys attending concerts, kayaking, reading, and traveling.

Bobby Ragan is a financial advisor with LPL Financial in Greer, SC, holding a Series 66 credential and 10 years of industry experience. He has been with LPL Financial since 2016. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using a variety of investment strategies.

Nathan Sanders is a CFP®-designated financial advisor with 29 years of industry experience. He currently works at Osaic and has previously held roles at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Sanders also has a decade of experience with Millie Lewis Models & Talent Agency and the Huffington Post. Osaic Wealth serves a broad mix of retail and institutional clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a variety of brokerage and advisory services, catering to high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Amy Garrison is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of her advisory role, she owns Blue Butterfly Ventures, LLC, through which she manages her Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.