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 with LPL Financial in Simpsonville, SC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. He is also involved in managing investment and retirement services businesses affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.

Julie Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at Wells Fargo Clearing for 11 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Chandler Johnson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at several firms including Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, and South State Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

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.

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.

Molly Dunlap is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. She has worked at UBS Financial Services for a total of 20 years, with a two-year period at Morgan Stanley Smith Barney LLC. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and banking products.

James Yarbrough is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Wells Fargo in 2019. Outside of his advisory role, Yarbrough manages a personal investment-related LLC and serves as trustee and executor for multiple family and friends’ trusts and estates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Rushell Bennie is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at DreamSeat from 2016 to 2019. Bennie holds the Series 66 designation and is based in Greer, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Felicia Hill Graham is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 14 years of industry experience. She previously worked at The Vanguard Group for 10 years before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, including futures commission merchant activities and proprietary research distribution.

Sandra Mcavoy is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2005. Outside of her advisory work, she volunteers as the local point of contact for the Smocking Arts Guild of America, connecting local chapters with the organization's board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Sara Rieser is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a consultant for Arbonne International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing research from its Chief Investment Office and global resources to tailor client plans.

Jennifer Gilman is a financial advisor with Edward Jones in Greenville, SC, holding a Series 66 credential and with four years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she sells crochet patterns and vintage items on platforms such as Ravelry and Etsy, and is the owner of Grumpy's Kitchen and Provisions, a business focused on spices and kitchen accessories. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.