Jeremy Rankin currently serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. Over the course of 25 years at Fidelity, he has gained extensive experience in wealth planning and financial consulting. Throughout his career at Fidelity, Jeremy has progressed through various roles including VP Financial Consultant, Senior Investments Consultant, Branch Investments Representative, Financial Planning Consultant, Senior Retirement Services Specialist, and Service Trader II. He holds an Arkansas Insurance License that supports his work in financial and retirement planning. Outside his professional responsibilities, Jeremy enjoys activities such as cars, family activities, fitness, football, golf, and skiing.

Katherine Coley is a Series 66-licensed financial advisor with Raymond James Financial, based in Spartanburg, SC, and has 34 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she works as an administrative assistant at Switzer Wealth Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm uses analytical tools and tailored planning approaches to support client goals and maintains specialized services such as municipal and public-finance advising and SIMPLE IRA Employer Advisory programs.

Elizabeth Hrubala is a CFP® professional with 26 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2014. She is based in Spartanburg, SC, and is involved in transitioning her support company’s DBA name to Arteva Wealth Partners, LLC in early 2026. She also assists as trustee and personal representative in the closing of an estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

William Granger III is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 11 years of industry experience. He has previously worked with Cetera Advisor Networks and has been involved with Stravolo Wealth Management since 2014, where he provides financial planning and consulting services through an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of advisors. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational tools and research resources.

Alison Galloway is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has spent her entire career at Edward Jones. Outside of her advisory work, she operates as an independent beauty consultant specializing in skin care and cosmetics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Christopher Chestnut is a CFP® and ChFC® with 23 years of industry experience. He has been with Edward Jones in Landrum, SC since 2002. Outside of his advisory work, he is a partner in Sweet Bub, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Robert Weir is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, he is the owner of a rental property in Myrtle Beach, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Zachary Strehl is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in wealth planning, retirement strategies, generational wealth, and investment management. Zachary focuses on providing comprehensive financial strategies that support his clients' short- and long-term goals, aiming to simplify complex financial matters to empower and secure their financial futures. He holds a Bachelor's Degree in Finance with a minor in Economics from Wofford College. Zachary has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus areas include divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional work, Zachary enjoys adventure sports, biking, boating, hiking, pickleball, running, woodworking, and spending time with his family.

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.

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.

Carol Hartis is a Series 66–licensed financial advisor with Edward Jones in Inman, South Carolina, and has 27 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a commissioned notary public in South Carolina. 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 nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.