James Beverly Bross Jr.

Brett Anderson is a CFP® credentialed financial advisor with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent registered investment adviser he joined in 2025. His prior experience includes roles at Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services LLC. Fountainhead Wealth Planning provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary managed accounts and written investment strategies with no minimum account size. The firm customizes portfolios based on client goals and risk tolerance and conducts quarterly reviews under a discretionary authority model.

Ariel Kauffman is a CFP® and holds a Series 66 license, currently serving as the sole advisor at The Wealthcare Clinic, LLC with four years of industry experience. Prior to this role, he worked at firms including Solitude Financial Services, Inc., AssetMark Financial, Inc., Charles Schwab & Co., Inc., and The Vanguard Group, Inc. The Wealthcare Clinic, LLC is a fee-only registered investment adviser providing discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm employs a goals-based investing approach grounded in Modern Portfolio Theory, utilizing a range of investment vehicles and technology tools to tailor strategies according to each client’s objectives and risk tolerance.

Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

Ryan Fleming is the sole advisor at The Pilot's Advisor, LLC, an independent firm based in Seneca, South Carolina. He holds a Series 66 designation and has 17 years of industry experience. His background includes service in the U.S. Air Force from 2005 to 2023 and working as a pilot for FedEx since 2012. Fleming is also a licensed insurance agent and participates in referral arrangements related to insurance and tax services. The Pilot's Advisor, LLC operates as a solicitor and referral firm connecting various clients with third-party money managers. The firm focuses on recommending long-term investment strategies through these managers, sharing advisory fees, and performing periodic oversight without providing direct portfolio management.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at The Wealthcare Clinic, LLC, an independent firm he joined in 2026. Prior to that, he held roles at NewRetirement Advisors, LLC, Solitude Financial Services, Inc., and Charles Schwab, among others. Kauffman also provides financial planning services through NewRetirement, Inc. dba Boldin. The Wealthcare Clinic, LLC is a fee-only registered investment adviser offering discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm employs a goals-based investing approach incorporating Modern Portfolio Theory and uses a variety of investment vehicles while maintaining limited use of margin and leveraging technology with human oversight.

Jason White is a CFP® professional with 17 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and is also an owner of Payne, White, & Schmutz CPA PA, a CPA firm based in Seneca, SC. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm integrates retirement, tax, insurance, and estate planning into written financial plans and ongoing investment management, using a valuation-driven stock selection and risk-management approach.