Lorena Croft is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 65 credentials and has previous work experience with Toronto-Dominion Bank and Wells Fargo Clearing Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI technologies in its investment process.

Scott Robertson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior roles at Citigroup Global Markets and Merrill. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Thomas Deluccia is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent eight years at Engenius. Outside of his advisory role, he is the executor of a family member’s will. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Caleb White is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Financial, Equitable Advisors, and State Farm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through various regulatory registrations and affiliates.

Angel Ramirez Vazquez is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing four years of industry experience. His background includes roles at Cambridge Investment Research, Inc., Ramirez Financial Coach, and Michelin North America. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a platform-based approach and proprietary model strategies.

Frank Thomas Jr. is a financial advisor with Edward Jones in Simpsonville, SC, holding Series 63 and Series 66 licenses and over 37 years of industry experience. He has been with Edward Jones since 1988. Outside of his advisory role, he serves on the management committees of several family partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large retail advisor and branch network and offers additional capabilities such as a trust company and securities-based lending.

Madison Pee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2025, Madison worked at City Scape Winery and held positions at several other firms including United Community Bank and Cracker Barrel. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Deborah Brown is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Andrew Rabon is a financial advisor with LPL Financial, holding the Series 66 designation and beginning his industry career in 2025. His prior work includes roles at Lima One Capital LLC and involvement with The Greenery of Charleston LLC. He has also worked in educational positions at Clemson University, Aiken Technical College, TriCounty Technical College, and South Aiken High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Randy Chalmers is a financial advisor with LPL Financial in Mauldin, SC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining LPL Financial, he served in the United States Air Force from 2007 to 2021 and worked for American Military University from 2021 to 2022. He is also involved in land development through a home-based business, KRL Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and technology-driven tools, while maintaining a broad non-advisory financial services platform.

Dennis Barry Jr. is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He has worked with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2003. Outside of his advisory role, he is a partner in SHIDEN Properties, LLC, which manages and maintains rental properties including the building where his advisory practice is located. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without managing client portfolios directly. The firm employs holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Barry Bynum Jr. is a CFP® professional with 26 years of industry experience, currently serving with Cambridge Investment Research Advisors. His prior experience includes roles at LPL Financial and Advantage Investment Management, as well as operating Bynum Financial Group since 1999. Outside of his advisory work, he holds leadership positions with the Knights of Columbus Council 8182 and serves as Chair of the Finance Council at St. Elizabeth Ann Seton. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals and offers both discretionary and non-discretionary management across multiple platforms.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Christopher Hunt is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Zachery Price is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he spent time at Clemson University from 2013 to 2017. 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 and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nathan Sanders is a CFP®-designated financial advisor with 29 years of industry experience. He currently works at Osaic and has previously held roles at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Sanders also has a decade of experience with Millie Lewis Models & Talent Agency and the Huffington Post. Osaic Wealth serves a broad mix of retail and institutional clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a variety of brokerage and advisory services, catering to high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Amy Garrison is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of her advisory role, she owns Blue Butterfly Ventures, LLC, through which she manages her Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Joshua Lopez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity's affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.