Abraham Tillman is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the Series 66 designation and has worked with TD Bank N.A. in various capacities since 2023. Outside of his advisory role, he has been involved with Tabernacle Baptist Church and WTBI Radio since 2017. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third‑party sub‑managers.

Victor Alfieri is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes positions at LPL Financial, SEI Investments, Morgan Stanley, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account solutions. The firm’s advisory model is fiduciary-based, combining client goals with options from a range of third-party strategists and technology platforms.

Brandon Gilliam is an advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, Sanders Wealth Management, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of advisory work, he is the owner of Gilliams Landscape Management and holds a notary public commission. OSAIC Institutions serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure, offering both discretionary and non-discretionary account management through a network of investment adviser representatives.

Karl Rothhaar is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Advisory Group, Park Avenue Securities, and Guardian Life Insurance Company. Rothhaar serves on the board of directors for the Cottages of Harrison Bridge East HOA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Olivia Boyd is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. Outside of finance, she has been involved with Habitat for Humanity International and has experience working in the hospitality and retail sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Walter Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Washington National for two years and owns a cleaning business, Optavise Cleaning Solutions LLC. He was also a full-time student from 2013 to 2025. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tyler Campbell is a financial advisor with OSAIC Wealth, Inc. in Greenville, SC, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Waypoint Strategic Advisors LLC for nine years before joining OSAIC and Marsh McClennan Agency in 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by various investment programs and third-party managers.

Robert Davis is a financial advisor with LPL Financial in Mauldin, South Carolina, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill and Edward Jones before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by various technology tools and a broad platform of financial products.

Jason Sturgis is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Bank of America and Merrill since 2019, with prior roles at Comporium, Verizon Wireless, STS Foundation, and Navitas at Florida Atlantic University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Brookshire is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, United Federal Credit Union, and CUNA Mutual Group. He also serves in a fiduciary capacity for the Martha Williams Brookshire Trust. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of investment professionals.

Dylan Manley is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Lincoln Financial Advisors. 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 and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,000 financial advisors.

John Riley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Before joining Edward Jones, he spent four years at Erskine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Reagan Rice is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2024. She has prior experience working at Raymond James and in educational roles at Anderson University, Trinity Christian School, and Grace Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a wide range of advisory programs.

Gerald Johnson is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors and as chairperson of the Finance Committee for The Methodist Church of Simpsonville. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Julia Russell is a financial advisor with Edward Jones in Anderson, South Carolina. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Forward Air from 2016 to 2018. Outside of her advisory work, she engages in a hobby involving making lamps and candles from repurposed bottles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Kara Dowers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she owns Dowers International, an entity formed for Primerica business purposes, and is involved in sales of loan and home-related service products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Vishal Raj is a Series 65 licensed financial advisor with Cetera, based in Greenville, SC, and has seven years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Raymond James & Associates, and he has a long tenure at Michelin N.A. outside the financial sector. Raj is also president of Raj & Associates, CPA PC, providing public accounting and tax preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Paul Mc Clain is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Michelin for three years and International Vitamin Corporation for ten years. 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 and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.