Lisa Vaughan is a financial advisor with Merrill, holding a Series 66 designation and 28 years of industry experience. She has worked at Merrill since 1998 and has also been affiliated with Bank of America, N.A. since 2016. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Malcolm Street III is a CFP® professional with 27 years of industry experience. He is currently affiliated with OSAIC and has held prior roles at Maxworth Consulting Group, Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Outside of his advisory work, he serves as chair of the endowment committee at Mauldin Methodist Church. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and access to a range of managed strategies and alternative investments.

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.

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 20 years of experience in the financial industry. He is currently affiliated with Cetera and has prior experience at Voya Financial Advisors and Livingstone Holdings, LLC. In addition to his advisory work, he serves as an independent insurance agent and is the owner and president of Livingstone LLC, a financial services firm. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

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.

Dianna Rogers is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016. 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 provides both brokerage and advisory solutions.

Steven Blanton is a financial advisor with LPL Financial in Spartanburg, SC, holding a Series 66 designation and 12 years of industry experience. He is a partner at Elliott & Painter, LLP, where he provides tax preparation and accounting services. 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 a large network of investment adviser representatives.

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.

Duane Haimbach is a Wealth Management Advisor at Merrill Lynch Wealth Management based in Spartanburg, South Carolina. He has been in the financial services industry since 1993, initially with Banc of America Investment Services Inc., now Merrill Lynch Wealth Management. Duane holds the CERTIFIED FINANCIAL PLANNER® certification and the Personal Investment Advisor (PIA) designation. He graduated from Wofford College in 1986 with a Bachelor of Arts in English and received a Master's Degree from the U.S. Army War College in 2012. Duane serves clients in areas including education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. He is a retired Colonel from the South Carolina Army National Guard and a veteran of Operation Enduring Freedom. Duane has participated in various civic and community organizations such as Mobile Meals Spartanburg and Habitat for Humanity, and he is a member of the Spartanburg Estate Planning Council. Outside of his professional work, Duane enjoys cooking, fishing, and golfing. He is also involved with NewSpring Church. His approach emphasizes working one-on-one with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.

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.

Frederick Shows Jr. is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked with Good Life Advisors, LLC for ten years and has been involved with United Healthcare for more than two decades. 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, asset management, and retirement advice solutions, supported by technology tools and a large network of over 22,800 advisors.

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 worked at Equitable Advisors since 2014 and previously served with AXA Advisors, LLC. Outside of his advisory role, he serves on the finance committee of Harvest Anglican Church and provides business consulting to startups and small business owners. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a mix of proprietary and third-party programs and provides ERISA fiduciary services to qualified plans.

Evan Butler is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Best Buy for three years. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marielena Sloney is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. Outside of her advisory role, she serves on the Governance Committee for Children's Cancer Partners of the Carolina's, a charitable organization in Spartanburg, SC. 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 investment strategies for individuals, high-net-worth clients, and institutions, combining internal and third-party management with customized portfolio implementation.