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.

Christopher Bolle is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Raymond James and Associates for 13 years. He is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with options for discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Hill is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. Outside of advising, he is involved in private security and training through ownership of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

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 with Charles Schwab in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investment options supported by centralized supervisory and operational infrastructure.

Stacey Knecht is a Financial Advisor at Merrill Lynch Wealth Management, where she works directly with clients to define their financial goals and develop portfolio strategies designed to help achieve them. She provides ongoing advice and portfolio adjustments to accommodate changing client situations. Her expertise includes assisting clients with managing competing financial priorities such as retirement planning, saving for college, caregiving for elderly parents, and healthcare preparation. Stacey holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westside High School. Outside of her professional responsibilities, Stacey is involved in the community through youth sports, including coaching for Beast Ballers Baseball and the YMCA Youth program.

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 at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he worked in education at Montreat College and Anderson Christian School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

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.

Hubert Tuttle III is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services, Inc. and County Bank Trust. 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 variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2021. Outside of his advisory role, Thompson volunteers as a coach at St. Joseph's Catholic School in Greenville. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Lisa Vaughan is a Series 66-credentialed financial advisor with Merrill, based in Greenville, SC. She has 27 years of industry experience, including tenure at Merrill since 1998 and Bank of America since 2016. 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 for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Malcolm Street III is a Certified Financial Planner® with 27 years of industry experience, currently advising at Osaic. He has worked at Osaic since 2018 and previously spent nearly two decades with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Outside of his advisory role, he serves as Chair of the Endowment Committee at Mauldin Methodist Church, a volunteer position overseeing the church’s endowment fund. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset allocation tools and third-party platforms to construct portfolios incorporating a range of investment options managed on both discretionary and non-discretionary bases.

Joncarlo Goodman is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. His role involves providing guidance on a range of financial matters including investing, retirement planning, and risk management. He also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Joncarlo holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He focuses on helping clients navigate the complexities of financial planning, assisting them in managing competing priorities such as home ownership, education funding, elder care, and healthcare planning. He offers ongoing advice and adapts financial strategies in response to clients' changing needs.

Trevor Rasmussen is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 credential and previously worked at Techtronic Industries, Inc. for four years. Outside of advising, he is involved in consulting and coaching, and also works as an Uber/Lyft driver. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing multiple portfolio management approaches and custody platforms.

Nathan Taylor is a Series 66-licensed financial advisor with Raymond James & Associates, based in Greenville, SC. He has four years of industry experience, including previous roles at the State of South Carolina Department of Administration and First Horizon Bank. 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 municipal entities, offering financial planning and consulting services with a variety of investment approaches.