Jeffrey Froman is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he owns Froman & Associates, LLC, a business that manages his practice expenses and tax matters. Ameriprise serves clients primarily through retirement-income planning services tailored to individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Hall is a financial advisor at RBC Capital Markets with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank from 2017 to 2025. He has been with RBC Capital Markets Corporation, LLC since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated portfolio management and financial planning services.

Chris Carter is a Financial Consultant currently working with Fidelity Investments. He partners with retirees, pre-retirees, and business owners to organize their household finances and navigate financial markets to help them pursue their goals with confidence and peace of mind. Before his current position, Chris served as a Financial Consultant I at Fidelity Investments from 2024 to 2025 and was a Team Lead at NewRez LLC from 2019 to 2024. Outside of his professional work, Chris has interests in comedy, food, music as an instrumentalist, and traveling.

Leslie Wilkerson is a Series 66-licensed financial advisor with Edward Jones, based in Spartanburg, SC, and has six years of industry experience. She worked at LYNX Services for seven years prior to joining Edward Jones in 2019. 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 supported by a nationwide network of 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Heidi Edwards is a Series 66-credentialed advisor at Thrivent Investment Management with four years of industry experience. She previously worked at BW Flexible Systems from 2006 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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 having 23 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he has served as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and model portfolios from internal and third-party sources.

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.

Robert Richardson is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, as well as having a long tenure at Citigroup Global Markets starting in 1993. Richardson serves as a board member on the investment committee of the Spartanburg County Foundation. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment products and strategies.

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.

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.

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.

Natalie Waltz is a Series 66-credentialed financial advisor with Edward Jones, based in Duncan, SC. She has recently transitioned into financial advising after nearly a decade in the automotive industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Juan Martinez is a financial advisor with Edward Jones in Inman, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is co-owner of Bronco Mexican Restaurant in Inman, SC. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Courtney Hrubala is a financial advisor at Raymond James Financial in Spartanburg, SC, holding a Series 66 designation. She has been with Raymond James Financial and its affiliated entities since 2025. Prior to her advisory role, she was involved with The Leukemia & Lymphoma Society and was active with the Kappa Delta Sorority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor its non-discretionary planning and investment consulting to client goals.

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.