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.

Thomas Metcalf is a CFP® with 19 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Voya Financial Advisors and Livingstone Holdings, LLC. He is also the owner and president of Livingstone LLC, a firm providing insurance and investment services. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various program structures and custodial relationships.

Zachary Scheidly is a financial advisor with Charles Schwab, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Schwab, he worked at United Community and has experience in education and camp administration. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options and integrated brokerage, custody, and advisory services.

Lindsey Connell is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in wealth management at Merrill Lynch in 2013 and joined The Vaughan Group in 2020. Lindsey works closely with individuals and families to plan for their unique financial futures, focusing on managing new wealth, personal retirement planning, and retirement income. She graduated from the University of South Carolina with a bachelor's degree in Journalism and Mass Communications. Lindsey holds the Personal Investment Advisor (PIA) designation. She is an active member of First Presbyterian Church and the Junior League of Greenville, reflecting her commitment to community involvement. Lindsey resides in Greenville, South Carolina with her husband, John, their daughter, Addison, and their golden retriever, Owen. In her spare time, she enjoys spending time at the lake with her family and cheering on the Gamecocks.

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. 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 and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

John Allen is a financial advisor with Edward Jones in Taylors, South Carolina, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves on the finance committee for the South Carolina State Child Evangelism Fellowship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Hillary Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2018 and previously held advisory roles at South State Bank and SunTrust Advisory Services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Andrew Williams is a financial advisor with Robert W. Baird & Co. in Greenville, SC, holding Series 63, 65, and 66 licenses with 13 years of industry experience. Prior to joining Baird in 2021, he worked at Bank of America for 23 years. He serves on the Endowment Committee at Westminster Presbyterian Church. Baird’s Private Wealth Management department, including the DDK Group, serves individuals, corporate clients, pension plans, and charitable organizations through a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research tools, managing approximately $394 billion in assets as of December 2025.

Justin Boger is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2024, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2024. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

George Howell IV is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2019. Prior to joining Wells Fargo, he worked at UBS Financial Services for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Landis is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Putnam Investments, and Anderson University. 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 range of portfolio management styles and affiliated research resources.

Parker Babbe is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2014. Outside of his advisory role, he is involved in e-commerce as a capital provider and owns a short-term rental property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

William Hearne is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with firms including Penn Mutual Life Insurance and Signature Wealth Group, where he continues to serve as an associate. Outside of his advisory role, he is involved with the Florence Breakfast Rotary Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports clients through various advisory programs and institutional consulting.

Jonathan Panning is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as Axa Advisors. Outside of his advisory work, he serves on the finance committee of Harvest Anglican Church and provides business consulting to startups and small business owners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Craigen Schoen is a financial advisor at Raymond James & Associates with 35 years of industry experience. He has been with Raymond James since 2013 and 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 comprehensive financial planning and consulting services alongside a variety of portfolio management strategies.

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.