Aaron Galloway is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, Galloway is the owner of Four Thirteen Holdings, LLC, a business involved in the design, manufacture, marketing, and sale of products, and serves on the finance and investment committee of Holland Park Church. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and consulting services, emphasizing tailored, non-discretionary advice supported by a broad range of portfolio management styles and affiliated research.

Roger Williams Jr. is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012, following five years at Palmetto Tide Holdings, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by proprietary research and model manager options.

Paul Valentine is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner and CEO of Hillside Boarding Stable and co-owns his Edward Jones office as part of a team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors.

Frederick Koppelmann is a CFP® professional affiliated with LPL Financial in Greenville, SC, with 26 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Robert Elrod is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in guiding clients through education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Robert holds a Bachelor's Degree from the University of South Carolina System. He has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). His approach focuses on aligning financial plans with clients’ individual perspectives and priorities to help them achieve their long-term goals.

Zachary Haddan is a CFP®-certified financial advisor with Edward Jones in Greenville, SC, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Haddan owns and manages a hobby farm with various animals and a hay field, and he also operates a camper rental business in Piedmont, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Michael Freeman is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent 14 years with Major League Baseball. Outside of his advisory role, he owns Trusted Tracts LLC, a business focused on acquiring and improving vacant land for recreational use and resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing tailored plans based on proprietary research and capital market assumptions.

Ross Hammond is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2024. Prior to his current roles, Hammond gained experience with OTO Development, Price Waterhouse Coopers, and Cline Brandt Kochenower. He serves on the boards of the Spartanburg Philharmonic and the Spartanburg Rotary Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, serving clients primarily in an advisory capacity.