Montserrat Hernandez Melo is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked at TD Bank NA since 2016, continuing her career when she joined TD Private Client Wealth LLC in 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across affiliated and third-party investments and uses a discretionary trading model supported by technology platforms and third-party custodians.

John Peay is a financial advisor at Savant Wealth Management with over 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Savant, he founded Peay and Associates LLC and spent more than two decades at Swaim Brown Wealth Management and its predecessors. In addition to his advisory work, he serves as a board member for AgSouth Farm Credit. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

David Ramage is a financial advisor at Savant Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Swaimbrown Wealth Management and Upstate Insurance Consultants, where he is a 50% owner of an independent insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates with a large advisory team and integrated legal, accounting, and trust affiliates.

Christopher Benson is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors Inc. since 2012. He is also the president and sole member of Benson Wealth Management, LLC, which he established to manage operating expenses and liability matters. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Sara Hellman is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she spent ten years with Spartanburg School District 6 and two years at Christ Church Episcopal School. Outside of her advisory role, she is involved with a family-operated home repair and house-flipping business. 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 range of managed strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Gary Davis is a financial advisor with Edward Jones in Clinton, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Renee Underwood is a financial advisor with LPL Financial in Laurens, SC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory role, she acts as a notary and is involved with Cornerstone Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Daniel Wilson is a financial advisor with LPL Financial and holds a Series 66 designation. He has nine years of industry experience, having worked previously at Edward Jones for eight years and The Health Dare for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Mark Faulkenberry is a financial advisor at Treehouse Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Treehouse Financial since 2005. Outside of advisory work, he is a member of Brothers in Arms, LLC, a business that sells firearms and provides firearms safety training under a federal firearms license. Treehouse Financial, Inc. offers investment advisory and portfolio management services primarily to individual and high-net-worth clients, managing approximately $1.43 million in assets. The firm typically provides non-discretionary management and also offers insurance products through an affiliated insurance license, a combination that is uncommon among firms of similar size.