Timothy Gantt is a CFP®-designated financial advisor with 16 years of industry experience, currently serving clients at Edward Jones since 2017. His prior experience includes roles at New York Life and NYLIFE Securities LLC from 2009 to 2017, as well as a position at Pier 1 Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jason Karr is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Raymond James Financial Services from 2003 to 2008. Outside of his advisory role, he is a certified notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Ross Barbee is Vice President and Branch Leader at Fidelity Investments, overseeing a team of financial service associates in Upstate South Carolina and Western North Carolina. In this role, he leads efforts to provide clients with investment guidance, retirement planning, income strategies, and college planning services. Ross is also responsible for developing business and community opportunities within the region and ensuring high standards of client service. Prior to his current position, Ross held several leadership roles at Fidelity Investments, including Director and Senior Manager of Advisory Services Team Leader from 2021 through 2023. Before joining Fidelity, he worked as a Senior Consultant at Leyton and as a Senior Associate Regional Director at Wells Fargo Asset Management from 2015 to 2020.

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has four years of industry experience, including prior roles at Shellpoint Mortgage Servicing and Turnkey Financial. Macias also works as an independent insurance agent and provides bookkeeping services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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 advanced operational and research tools.

Julie Willis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Wells Fargo Clearing for 11 years and Banc of America Investment Services, Inc. for one year before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Jacob Whatley is a financial advisor at UBS Financial Services in Greenville, SC, holding a Series 66 designation. He joined UBS in 2026 and has previous experience working with the Greenville County School District and Blue Ridge High School. Outside of his advisory role, he has long-term involvement with Chick-Fil-A. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Chandler Johnson is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at 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 advisory programs and investment options supported by a large 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 13 years of industry experience. She has worked for Wells Fargo in various capacities since 2011 and spent four years at Truist Advisory Services Inc. Outside of her advisory role, Lipford serves as a board member for the District Five Foundation, which supports local schools through fundraising and grant awards. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research, Ameritas Investment Corp, and Ameritas Life Insurance Corp. Outside of advising, he serves as a music director at Immanuel Lutheran Church and has worked as an independent insurance agent and a rideshare driver. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

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.

Jared Folsom is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments and various academic institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs through systematic methodologies and long-term asset allocation benchmarks.

Andrew Pearce is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James & Associates since 2013, following positions at Morgan Keegan & Company, LLC, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting supported by research and diverse portfolio management strategies.

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 with Raymond James & Associates who holds a Series 66 designation and has 12 years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James & Associates, Inc. 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 financial planning and non-discretionary investment consulting supported by a nationwide network of advisors.

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, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked at UBS Financial Services and has served as trustee or personal representative for multiple family trusts and estates. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven portfolio management with broad financial product distribution through bank and insurance affiliates.