Craigen Schoen is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has worked at Raymond James since 2013, following six years at Morgan Keegan & Company, LLC and 15 years at Citigroup Global Markets. Schoen holds Series 63 and Series 65 designations. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Jeffrey Froman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns Froman & Associates, LLC, a business that manages his practice expenses and tax matters. Ameriprise serves clients primarily through retirement-income planning services tailored to individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Hall is a financial advisor with RBC Capital Markets in Greenville, SC, holding Series 63 and Series 65 registrations and bringing 50 years of industry experience. His previous roles include positions at Citigroup Global Markets and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions. The firm offers a variety of advisory programs with tailored portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers.

Chris Carter is a Financial Consultant currently working with Fidelity Investments. He partners with retirees, pre-retirees, and business owners to organize their household finances and navigate financial markets to help them pursue their goals with confidence and peace of mind. Before his current position, Chris served as a Financial Consultant I at Fidelity Investments from 2024 to 2025 and was a Team Lead at NewRez LLC from 2019 to 2024. Outside of his professional work, Chris has interests in comedy, food, music as an instrumentalist, and traveling.

Ross Barbee is Vice President and Branch Leader at Fidelity Investments, overseeing a team of financial service associates in Upstate South Carolina and Western North Carolina. In this role, he leads efforts to provide clients with investment guidance, retirement planning, income strategies, and college planning services. Ross is also responsible for developing business and community opportunities within the region and ensuring high standards of client service. Prior to his current position, Ross held several leadership roles at Fidelity Investments, including Director and Senior Manager of Advisory Services Team Leader from 2021 through 2023. Before joining Fidelity, he worked as a Senior Consultant at Leyton and as a Senior Associate Regional Director at Wells Fargo Asset Management from 2015 to 2020.

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and four years of industry experience. His work history includes roles at Cambridge Investment Research Advisors, Shellpoint Mortgage Servicing, and Turnkey Financial. He also operates an independent insurance agency and provides bookkeeping and payroll services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party strategies, with both discretionary and non-discretionary management options.

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Julie Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Wells Fargo Clearing for 11 years and Banc of America Investment Services, Inc. for one year before joining LPL Financial. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Chandler Johnson is a financial advisor at Edward Jones in Easley, SC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Dillon Supply Company, Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, South State Bank, and Anderson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Brian Fitzsimmons is a financial advisor at Raymond James Financial with seven years of industry experience. He has worked within various branches of Raymond James since 2019 and served seven years in the United States Marine Corps. Fitzsimmons is also the principal of FFH Wealth Advisors LLC, a support company associated with a new Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses risk profiling and analytical tools to deliver tailored, non-discretionary advice and has specialized offerings for municipal finance and employer retirement plans.

Stephanie Hafter Lipford is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes multiple roles within Wells Fargo-affiliated firms and Truist Advisory Services. She serves as a board member of the District Five Foundation, which supports local schools through fundraising and grant programs. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research-driven strategies incorporating diversification and modern portfolio theory.

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors in Mauldin, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Cambridge Investment Research Advisors and Ameritas Investment Corp, among other firms. Outside of advising, he serves as the music director at Immanuel Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Kyle Walker is a financial advisor with Robert Baird & Co. in Greenville, SC, holding a Series 66 designation and 16 years of industry experience. His career includes positions at JJB Hilliard W.L. Lyons and Bank of America, N.A. He has been with Robert Baird & Co. since 2019. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jared Folsom is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at DeSales University, Rockland Immunochemicals, Immaculata University, and Owen J. Roberts High School. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including fund-of-funds structures and model portfolios delivered to intermediary platforms.

Andrew Pearce is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dianna Puskas is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. She worked at Edward Jones from 2015 to 2025 and currently serves as an advisor since 2025. Outside of finance, she has worked part-time as a cashier and hostess at Dellaventura's Pizzeria. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

James Lee is a financial advisor at Merrill in Greenville, SC, with 7 years of industry experience and a Series 66 designation. He has been associated with Merrill and Bank of America since 2013. 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Blanton is a financial advisor at Raymond James & Associates with 12 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds a Series 66 designation and is based in Greenville, SC. Raymond James & Associates, Inc. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.