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.

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.

Collin Castlebury is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cary Street Partners LLC, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he owns Castlebury Enterprises LLC, a lawn care and tree work business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

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.

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.

Stacie Wallice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Sage Wealth LLC, Waddell and Reed, Inc., and ran her own firms, including Stacie Wallice, LLC and Integrated Divorce Strategies. She serves as a board member for a nonprofit organization in the South Carolina Upstate region. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party sources.

Thiago Pinheiro is a financial advisor with Charles Schwab in Greenville, SC, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual and multiple smaller firms. He serves as a committee member at the Darla Moore School of Business and on the University of South Carolina Athletics Hall of Fame Selection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Joseph Brown is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in healthcare and community organizations, including Interim Healthcare of the Upstate and New Covenant Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large national network of financial advisors and branch offices.

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Jeremiah Davis is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial planning process.

Matthew Howard is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has held positions at multiple firms including Park Avenue Securities, Guardian Life Insurance, Fidelity Bank, and LPL Financial LLC. Outside of his advisory role, he is involved with Foothills Property Group as a realtor, though only for personal purchases. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors nationwide.