Michael Watts is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and 44 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and CP Advisory Services, along with a longstanding association with Don Reed & Associates. Outside of his advisory work, he is involved in managing commercial properties and art studio rentals through several business ventures. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features affiliated model strategies under its Founders Gate Capital brand.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.

Benjamin Pearman IV is a financial advisor with LPL Financial in Taylors, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at South Carolina Bank and Trust, Sorrento Pacific Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Paula Ann Conti is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Wells Fargo in 2025, she worked at Morgan Stanley for eight years and held positions at Carolina Capital Management and Securian Financial Services. Outside of her advisory role, she serves as a power of attorney and executor for a friend, managing their affairs and estate as needed. 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 advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Galloway is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2017 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he owns Four Thirteen Holdings, LLC, a business involved in the design, manufacture, marketing, and sale of products, and serves on the finance and investment committee of Holland Park Church, assisting with financial reporting and budgeting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Roger Williams Jr. is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012, following five years at Palmetto Tide Holdings, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers comprehensive financial planning and consulting services, employing a range of portfolio management styles supported by proprietary research and model manager options.

Paul Valentine is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner and CEO of Hillside Boarding Stable and co-owns his Edward Jones office as part of a team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a national network of over 23,700 financial advisors.

Frederick Koppelmann is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Merrill. 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 and access to various portfolio management programs, supported by extensive research and operational tools.

Zachary Haddan is a CFP®-certified financial advisor with Edward Jones in Greenville, SC, bringing 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, Haddan owns and manages a hobby farm with various animals and a hay field, and he also operates a camper rental business in Piedmont, SC. 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 advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Michael Freeman is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, he spent 14 years with Major League Baseball. Outside of his advisory role, he owns Trusted Tracts LLC, a business focused on acquiring and improving vacant land for recreational use and resale. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing tailored plans based on proprietary research and capital market assumptions.

Ross Hammond is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2024. Prior to his current roles, Hammond gained experience with OTO Development, Price Waterhouse Coopers, and Cline Brandt Kochenower. He serves on the boards of the Spartanburg Philharmonic and the Spartanburg Rotary Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and approved tools, serving clients primarily in an advisory capacity.

John Conley is the sole advisor at Amoeba Growth Management LLC in Simpsonville, SC, holding a Series 65 designation and 18 years of industry experience. He has been with Amoeba Growth Management since 2003. Outside of his advisory role, Conley owns and manages a business focused on a beach house property and also engages in part-time business consulting. Amoeba Growth Management LLC is an independent advisory firm managing approximately $28.2 million for a select group of 16 high-net-worth clients. The firm offers discretionary portfolio management with individualized account reviews, utilizes derivatives in separately managed accounts for hedging or tactical purposes, and publicly discloses its performance results.