Meghan Mclain is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals, corporations, and institutions. The firm combines centralized investment resources with tailored client solutions and operates within a large integrated financial group providing diverse services and products.

Benjamin Murray is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and served in the United States Coast Guard for 20 years before entering the financial services industry. Murray is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Frederic Kane is a financial advisor at First Citizens Investor Services, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he spent several years in educational roles at Coastal Carolina University, Campbell University, and Carolina Forest High School. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across multiple asset classes and offers a variety of investment platforms and financial planning services.

Daniel Johnson is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2026. His prior experience includes roles at Osaic Wealth Inc., SagePoint Financial, Inc., LPL Financial, and TIAA-CREF. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model supported by technology platforms and a mix of investment strategies, often implementing advice through third-party managers and TAMPs.

Keith Greenberg is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of his financial advisory work, Greenberg coaches youth soccer and serves as a consultant for local soccer clubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Fields Auto Group. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Jennifer Ledford is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Branon Pope is a financial advisor with Edward Jones in York, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at North Western Mutual and was involved in the golfballs.com business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Marc Messer is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Resource & Design Associates since 1972. Messer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

William Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Southern Commercial Real Estate LLC and Capital Investment Advisory Services, among others. He is also involved with W. Frank Simpson LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Deep Patel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His previous work includes two years at Wells Fargo and six years at Subway. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies implemented by investment adviser representatives across diverse asset allocations.

Michael Schweller is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Prior to joining Cambridge, he worked at Cetera and Ameriprise. His background includes various roles outside finance, such as positions at Sohi Grilled Sandwiches and Huntington Nursery and Florist. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

David Fanta is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His background includes roles outside of finance, such as work at Hammer and Hammer Law and involvement with the YMCA. 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, model portfolios, third-party asset management, and institutional platforms.

Melissa Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at LPL Financial and Wells Fargo Securities in various capacities since 2016. Clark is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Beckham is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the Chester County School District for six years. Beckham is also involved in property investment as a rental property owner in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Shane Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical allocations, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

James Baker is a Series 66 licensed financial advisor at LPL Financial with 16 years of industry experience. He has worked at LPL Financial since 2015 and previously was with Raymond James Financial from 2012 to 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Jerry Richi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Regions Bank. 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 and access to various portfolio management strategies, supported by extensive operational and research tools.

Richard Bugg is a financial advisor with LPL Financial, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Fidelity Investments, UBS Financial Services, and Monroe Financial Services. He also has experience working with the University of South Carolina. 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, model portfolios, and access to third-party asset managers, supported by technology tools and oversight of substantial discretionary assets.