Boyce Tollison is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2012. 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 broad range of financial planning, advisory programs, and consulting services, utilizing both discretionary and non-discretionary management approaches supported by research, model portfolios, and various technology tools.

Dana Allinger is an Investment Consultant at Fidelity, a role she has held since 2026. She began her career in the financial services industry at PNC Bank, where she served in various capacities including Business Banking Center Branch Manager and Market Risk & Loss Prevention Advisor. She later worked as a Financial Advisor at Northwestern Mutual, a Licensed Relationship Banker at JP Morgan Chase Bank, and a Retirement Consultant at Empower before joining Fidelity. Dana's experience spans risk management, client experience, retirement planning, and investment consulting. She focuses on building lasting financial confidence with clients by understanding their goals and priorities to develop personalized financial strategies. Her approach emphasizes partnership and thoughtful, individualized service. Outside of her professional work, Dana enjoys concerts, fitness activities, football, outdoor adventures, and traveling.

Robert Kennemur is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in delivering comprehensive wealth management services to affluent individuals, families, small business owners, and retirees. Holding the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., Robert utilizes a goals-based planning approach to assist clients in understanding their finances and developing strategies aligned with their long-term objectives. He graduated from Clemson University with a Bachelor's degree in Economics and a minor in Political Science. Prior to joining Merrill in 2016, Robert gained experience in the life, health, and Medicare insurance sectors, which contributed to his expertise in risk management and client service. He also maintains his Series 9 and 10 supervisory FINRA registrations. Outside the office, Robert enjoys engaging in activities such as chess, cooking, football, golfing, hunting, music, reading, scuba diving, skiing, and spending time with his family. He is involved in community organizations including the Columbia Museum of Art Contemporaries, Junior Achievement, and the Girl Scouts Mountains to Midlands Chapter.

John Cullen is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 10 years at UBS Financial Services Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Kimberly Elmore is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where she has been working for over 20 years. She focuses on creating customized wealth plans tailored to clients' risk tolerance, time horizon, liquidity needs, and investment goals. Her expertise includes global investments, initial public offerings (IPOs), wealth structuring, philanthropic giving, generational wealth structuring, as well as business-related services such as cash management and lending through Bank of America. Kimberly holds a Bachelor’s degree from Anderson University. She has dedicated her career to helping individuals and families achieve their retirement goals by providing a personalized approach to financial planning and navigating uncertainties in the financial markets. Residing in Greenville, South Carolina, Kimberly is active in her community with a focus on cancer research and awareness, motivated in part by her father's diagnosis with multiple myeloma. She is affiliated with several organizations including the Challenge to Conquer Cancer Organization, the Multiple Myeloma Research Foundation, Junior League of Greenville, United Way of Greenville County Palmetto, Commerce Club, Every Woman Cycling Team, and New Spring Church.

Stephen Sorensen is a financial advisor at UBS Financial Services in Greenville, SC. He holds the Series 66 designation and has recent experience that includes roles at NVR Mortgage and a background in education. 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 financial planning, portfolio management, and capital markets services tailored to clients’ goals and risk tolerances.

Mark Payne is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James since 2013 and also serves as an officer and treasurer at Payne and Williams, a family investment entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and fiduciary solutions across multiple asset classes.

Luke Barnett is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America in various roles since 2009. Outside of his advisory work, he serves as the managing member of WP Home Solutions, LLC, a limited liability company focused on managing a residential property. 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, pension plans, corporations, and charitable organizations.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Riku Oinonen is a financial advisor with Charles Schwab & Co., Inc. in Greenville, South Carolina, holding Series 66 and Series 63 licenses and having six years of industry experience. Prior to joining Charles Schwab, he worked at Empower Financial Services, Inc., W&S Brokerage Services, and Saastopankki, among others. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Brian Blackburn is a CFP® professional with 25 years of industry experience. He has worked at UBS Financial Services for 25 years before joining LPL Financial, where he currently practices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Lauren Giron is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 license and previously worked at LPL Financial, LLC, Wells Fargo, and Good Life Advisors, LLC. Giron is involved with Good Life Advisors, LLC, providing administrative support for the independent investment advisory firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Joseph Garrett is a financial advisor with Ameriprise in Greenville, SC, holding Series 63 and Series 65 credentials. He has been in the industry since 2023, with prior roles at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, and Grant Tax. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning for those approaching or in retirement through a centralized service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Elaine Hall is a financial professional with 24 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at firms including VOYA Financial Advisors and The IBEX Group. Outside of her advisory work, she serves on the finance committee of a local church and owns a bookkeeping business. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform incorporating both affiliated and third-party managers.

Robert Dykes is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones and \u0026Partners. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Tyler Kaliner is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a background that includes roles at Southern Valet and Hotel LBI, as well as academic experience at the University of South Carolina. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Wynne Curran is a financial advisor at OSAIC with 13 years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2026, Curran worked at LPL Financial for 21 years and Independent Advisor Alliance, LLC for five years. Curran is involved with The Curran Family Fund, a donor advised fund established in 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports both discretionary and non-discretionary account management.

Bryce Covington is a financial professional with 30 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Advisors LLC since 2012. Outside of his advisory role, he is involved as an insurance agent specializing in life and health insurance and fixed annuities, and operates under the business name Illuminate Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Kiefer Ogburn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at UBS Financial Services from 2015 to 2019. 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, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Adam Parker is a CFP® with six years of industry experience currently affiliated with Charles Schwab in Greenville, SC. His prior work includes positions at Fidelity Brokerage Services LLC and Palms Associates, among others. There are no additional notable outside activities reported. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized and integrated operational structure.