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.

Jeannie Fowler is a financial advisor with LPL Financial in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She worked at Merrill from 1981 to 2021 before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Jacob Dunn is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he served five years in the US Army. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Newton is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in Lakeside Lodging, LLC, a dormant real estate partnership. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm operates with both wealth management and institutional trading capabilities, providing a broad range of services including portfolio management, financial planning, and capital markets solutions.

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.