Roy Redman Jr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with several firms including Avantax Advisory Services and Hd Vest Investment Services. Outside of his advisory role, he owns and operates tax preparation businesses, including Matrix Tax & Financial Services LLC and TAXSAVERS LLC, where he manages tax preparation and planning services in Spartanburg, SC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program structures and third-party managers, managing over $256 billion in assets through a large network of independent advisors.

James Marshall is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2023, he spent eight years at Spring Island Trust. 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, supported by a large network of financial advisors and branch offices across the nation.

Joseph Chappell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is also the owner of Chappell's Quality Signs, a business he has operated since 2007 that specializes in designing and creating custom signs and banners. 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, supported by a nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Stephen Noblin is a ChFC® credentialed financial advisor with 41 years of industry experience, currently with Cetera. His prior experience includes roles at VOYA Financial Advisors and leading his own firm, Easler, Easler, Noblin, for over two decades. Outside of finance, he manages a micro distillery business, Rock Bottom Distillers, which he assists in operational management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager investment platform with discretionary and non-discretionary portfolio management options and access to third-party money managers.

Angela Hamilton is a financial advisor with Cetera in Spartanburg, SC, holding a Series 66 designation and two years of industry experience. She is also the managing partner of Lee, MacBay, Hamilton & Associates, LLC, a public accounting firm providing accounting and tax services since 1995. Additionally, she manages Southport Rd Associates, LLC, which owns commercial property rented to her accounting firm and other entities, and is a partner in Summit Wealth Management, LLC, an investment services partnership. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of investment strategies and program structures.

Russell Austin is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and the Union County School District. Outside of advising, he organizes a food service and catering business called Broker with a Smoker, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

Kerri Brandon is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2016 and has over 18 years of experience with Merrill and Bank of America in various management roles. In her current role, she supports the growth of her team and helps clients and business owners build strategic, values-aligned financial plans, providing clarity and personalized guidance through every life and business stage. Kerri focuses on helping women and women business owners build confident, strategic financial futures across areas including business growth, retirement planning, life transitions, and generational wealth building. She holds professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Kerri's education includes a High School Diploma from Berea High School and attendance at Brevard College. She is involved in professional organizations such as LEAD and MASG. Beyond her professional work, Kerri is a mother of three and is active in her community through organizations like BACCV, Bridge Way Village, First Baptist Spartanburg, and Westgate Christian School. She enjoys music, playing piano and guitar alongside her husband, Michael, who is also a musician. Kerri and her family reside in Lyman, South Carolina.

Karen Clayton is a ChFC® and Series 66-credentialed financial advisor with Edward Jones in Landrum, SC, where she has worked since 2015. She has six years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Christopher Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2014 to 2023, and Cam Wealth Advisors, Inc. from 2008 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jeremy Bishop is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Spartanburg, SC. He previously worked at Wells Fargo Clearing for seven years before joining his current firm. Outside of his advisory role, he holds a 30% ownership stake in 1670 Wealth Management, LLC, where he dedicates significant time to business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized niche planning, and supports advisors with research and tools to develop tailored client recommendations.

Deborah Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as an officer for two Windy Shores II property owners associations in North Myrtle Beach, South Carolina. 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, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Gabriel Nussbaum is a Series 66 licensed advisor with LPL Enterprise, LLC, located in Greer, SC, and has two years of industry experience. His background includes roles at Johnson Controls Inc. and LPL Financial, among others. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. Their investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Harold Cannon is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2019 and also serves on the board of the Spartanburg Art Museum, where he advises on strategic growth and operational efficiency. Prior to his financial advisory career, he was involved in the roofing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Kraunelis is a CFP® professional with eight years of industry experience. He is currently with LPL Financial and previously worked at Allworth Financial, AW Securities, Nuveen Securities, and Charles Schwab & Co., Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Jake Ballew is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to joining Edward Jones, he worked at Greene Finney Cauley, LLP and held roles at Ambassador Personnel, Inc/Smith Drug Co, with additional experience in education at the University of South Carolina-Upstate and junior high and high school levels. 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 under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Blackwelder is a financial advisor with Cambridge Investment Research Advisors in Greer, SC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Cambridge since 2019. Outside of his advisory role, he serves as a committee member for Covenant Church in Greer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers multiple platforms and model strategies.

David Foster II is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been active in the industry since 2020. His prior experience includes working at The H. Daniel Foster Company and Clemson University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs with a focus on municipal and public finance, as well as specialized services such as SIMPLE IRA Employer Advisory & Consulting.

Frederick Dutcher is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Royal Alliance Associates, First Southeast 401(k) Fiduciaries, First Southeast Investor Services, and Financial Telesis Inc. He is also the managing director of ROADSTEAD CAPITAL PARTNERS, where he manages corporate retirement plans. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of discretionary and third-party managed strategies.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.