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.

John Witt is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 66 credentials and has 11 years of industry experience. He has worked at Merrill since 2003 and at Bank of America, N.A. since 2022. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Gregory Zander is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 17 years at Metlife Securities, Inc. Zander serves on the board of Regency Commons in Greer, SC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships utilizing firm-approved software and includes specialized planning services such as divorce and estate-settlement planning.

Samuel Osborne is a financial advisor with Ameriprise in Taylors, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Money Concepts Capital Corp and NCH Tax & Wealth Advisors. Outside of his advisory role, he is co-owner of JourneyPoint Tax Advisors, a tax preparation business based in Greenville, SC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice, with a focus on assets held in Ameriprise Managed Accounts.

John Lawlor is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2008, following seven years at A. G. Edwards & Sons, Inc. and a brief tenure at Wells Fargo Clearing. 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 variety of financial planning and investment management solutions, supporting a broad network of advisors with both proprietary and third-party strategies.

Thomas Oneil III is a financial advisor with LPL Financial and holds a Series 66 designation. He has five years of industry experience and previously worked at Cetera and operated his own CPA firm, Thomas O'Neil, CPA. He maintains a role at Rosenthal & Company, providing tax preparation and accounting services. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by operational and research tools.

Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. 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 risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Max Kalfjall is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of his advisory role, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a collaborative and analytical approach.

Hubert Tuttle III is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services and County Bank Trust. 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 advice through a large network of investment adviser representatives who utilize a range of strategies and operational tools.

Trevor Rasmussen is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and prior work history that includes positions at Presbyterian College and Techtronic Industries, Inc. Outside of his advisory role, he works as an Uber/Lyft driver and engages in consulting and coaching activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Joseph Macias is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has four years of industry experience, including prior roles at Shellpoint Mortgage Servicing and Turnkey Financial. Macias also works as an independent insurance agent and provides bookkeeping services through TurnKey Financial. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Derek Mcnew is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Touchstone Securities, IFS Financial Services, Bank of America, and Merrill. Mcnew is also involved in Empeople Investment & Retirement Services, an investment-related business tied to his LPL practice. 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, supported by advanced operational and research tools.

Thomas Pugh is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research, Ameritas Investment Corp, and Ameritas Life Insurance Corp. Outside of advising, he serves as a music director at Immanuel Lutheran Church and has worked as an independent insurance agent and a rideshare driver. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

James Lee is a financial advisor at Merrill in Greenville, SC, with 7 years of industry experience and a Series 66 designation. He has been associated with Merrill and Bank of America since 2013. 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. The firm offers model-based and discretionary strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Dykes is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Edward Jones and \u0026Partners. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bryce Covington is a financial professional with 30 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has been with Cetera and Cetera Advisors LLC since 2012. Outside of his advisory role, he is involved as an insurance agent specializing in life and health insurance and fixed annuities, and operates under the business name Illuminate Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Stacie Wallice is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at LPL Financial since 2018 and has prior experience with Sage Wealth LLC, NAIFA-SC-Upstate, Waddell and Reed, Inc., and PlanFirst Inc. Wallice serves on a nonprofit board in South Carolina Upstate. 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, model portfolios, third-party asset management, and institutional platforms.