Herbert Fleming Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as Vice-Chair of the advisory board for Clements Kindness, a Greenville-based children and youth organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

Brian Glenney is a financial advisor at Edward Jones in Greenville, SC, holding the CFP® designation and Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory work, Glenney pursues painting as a hobby and has sold some of his artwork under the business Glenney Art. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Ellenor Burrell is a financial advisor with Equitable Advisors in Greenville, SC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Carolinas Wealth Management, as well as experience in the hospitality and community sectors. Equitable Advisors serves a diverse client base including individuals, high-net-worth families, retirement plans, corporations, charities, and institutions, offering a range of financial planning, brokerage, insurance, and asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various third-party programs and managers to deliver tailored advisory and brokerage solutions.

Andrew Rabon is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked at Lima One Capital LLC and was involved with The Greenery of Charleston LLC. His earlier career includes roles in education at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High 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 consulting services, utilizing model portfolios and research from both internal and third-party sources.

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, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force for 14 years and worked at American Military University. He is also involved in land development through a home-based business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by internal and third-party research.

Patricia White is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 credentials and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he owns a recreational tract of land 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, advisory programs, and institutional consulting supported by research and a range of portfolio management styles.

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, where he has worked for 10 years. He has nine years of industry experience. Outside of advisory work, he is a co-owner of McCrary Property Group, LLC, an LLC established for potential future property investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at Wachovia Bank, N.A. since 2007 and with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Karen Sweet is a financial advisor with 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 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning.

Kenneth Hicks is a CFP® professional with 30 years of experience in the financial industry. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Greenville, SC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and municipal advisory services.

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 Mc Atee is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Crestview Group, and Adobe, as well as a five-year period at Clemson University. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies overseen by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 designation and 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.