William Bragdon is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 credential and over 22 years of industry experience. He has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a wide range of services such as custody, underwriting, and proprietary research.

Bradley La Rue is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an officer of BFD Group, LLC, a real estate-related business based in Greenville, South Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Terry Steele is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, offering services in portfolio development, education planning, retirement planning, and asset preservation. He works closely with clients to develop financial strategies tailored to their long-term goals, drawing on Merrill's global resources. With over 35 years of experience in the securities industry, Terry has an extensive background in wealth management. His areas of focus include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Terry holds a Bachelor's Degree in Finance from the University of Dayton. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He values the discipline of martial arts, which informs his approach to building lasting client relationships. Additionally, he participates in community volunteering aligned with the Merrill tradition of community involvement.

Michael White is a financial advisor with Morgan Stanley in Greenville, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2009, he has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Starting in 2015, he joined the private banking division at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by proprietary tools and models, while managing approximately $2.74 trillion in client assets.

Brian Snyder is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 credentials with 21 years of industry experience. His prior experience includes roles at Banc of America Investment Services and Ameriprise. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jason Moore is a financial advisor at Osaic Wealth in Greenville, SC, holding a Series 66 designation. He has approximately one year of industry experience, including roles at Gwynn, Moore, and Associates, Inc., and previous self-employment. Osaic Wealth serves a broad range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple custody and program arrangements.

Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

Nathan Niles is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at TD Private Client Wealth for three years and has held various roles including supporting client service operations. He is also involved in support roles at Four Corners Advisor Group and Baker Wealth Advisors LLC outside of his advisory duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.

Christopher Bolle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Raymond James and Associates, J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Bolle is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and participant-level retirement advice.

Kevin Hill is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Hill is involved in private security and training as the owner of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates a large network of financial advisors and branch offices nationwide.

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. 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 planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Kyle Roser is a financial advisor at Charles Schwab with 21 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2013. His prior experience includes roles at Harrisdirect LLC, IC Advisory Services, Inc., Uvest Financial Services Group, Inc., and Truist Investment Services, Inc. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Stacey Knecht is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial solutions. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Stacey provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of expertise include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. Stacey holds the Personal Investment Advisor (PIA) designation. Stacey earned her High School Diploma from Westside High School. In addition to her professional work, she is involved in community activities such as Beast Ballers Baseball and YMCA Youth Coaching.

Max Kalfjall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative and analytical approach.

Robert Anderson Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of advising, he is also a writer with publications available on Kindle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Christopher Newton is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 a large network of investment adviser representatives.

Thomas Rose is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Durbin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Clinton has developed expertise in creating personalized financial plans aimed at growing and protecting clients' wealth. He emphasizes the importance of understanding clients' priorities to make sound investment decisions and simplify financial management. Clinton holds a California Insurance License.

Matthew Foster is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Raymond James and its affiliates since 2013. Foster is also a co-owner of Hartview, LLC, a family-owned business related to a real estate investment fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and sponsors various advisory programs for a broad advisor network.