Laura Kaye Cook

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm founded in 2026. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity. Fountainhead Wealth Planning serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering customized advice without a mandated investment style. The firm operates with no account minimums and uses a range of investment techniques, conducting regular reviews and enabling client-imposed investment restrictions.

Susan Greene Lockwood is the sole advisor at Greene Directions LLC in Anderson, SC, holding Series 63 and Series 65 licenses with 35 years of industry experience. Her prior work includes roles at Premium 72 Capital and SANDLAPPER Wealth Management, LLC. She also owns Many Hands Administrative Services, LLC, a consulting business offering drafting of business documents. Greene Directions is a registered investment adviser serving individuals, small businesses, and high-net-worth clients with client-specific investment programs. The firm manages accounts on a non-discretionary basis, employing both fundamental and technical analysis while emphasizing periodic account reviews and a range of investment instruments.

John Alexander Jr. is a financial advisor with Apex Capital Management LLC in Anderson, South Carolina, holding 21 years of industry experience. He has served as Chief Investment Officer of the Clemson University Foundation since 2003 and has been a Professor of Finance at Clemson University since 1990. Apex Capital Management LLC provides portfolio management and investment consulting to high-net-worth individuals, small businesses, and institutional clients. The firm employs a concentrated “Dow 10” strategy focused on select Dow Jones Industrial Average stocks, utilizing quantitative models and active trading within client-specified leverage limits.

Mark Maurer is a financial advisor with Andrew Garrett Inc. in Anderson, South Carolina, holding Series 63 and Series 65 designations and 40 years of industry experience. He has been with Andrew Garrett Inc. since 2002. Andrew Garrett Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client profiles.

Dan Wagner is a financial advisor with Wealth Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Arkadios Capital, Triad Advisors, Inc., and has operated Wagner Wealth Management since 2007. Outside of his advisory work, Wagner is involved in co-owning and consulting for coffee sales businesses, including Cup of Joe LLC and Coffee Unlimited LLC. Wealth Management Advisors, LLC manages approximately $563 million and provides financial planning, portfolio management, retirement plan advisory, and consulting services to a diverse client base including individuals, trusts, businesses, and municipal entities. The firm employs a long-term strategic asset allocation approach with tactical adjustments and offers services through advisor-managed accounts, third-party managers, and a firm-sponsored wrap fee program.

Christian Pruitt is a financial advisor with LifeTyme Financial Advisors, LLC in Williamston, SC. He holds Series 63 and Series 65 licenses and has experience at Core Financial Resources and Wellington Capital Reserve. Outside of his advisory role, he is involved in insurance sales and services as an agent with Wellington Capital Reserve. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm offers public educational seminars and uses model portfolios aligned with a modern-portfolio approach, while Matson Money holds discretionary trading authority.