Matthew Calhoun Harbin

Brett Anderson is a CFP® professional with 15 years of industry experience. He is the sole advisor at Fountainhead Wealth Planning, an independent firm he joined in 2025. His prior roles include positions at Morgan Stanley, Fisher Investments, and Fidelity Brokerage Services. Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, employing a range of investment techniques and allowing client-imposed 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.

Laura Cook, CFP®, is the founder of Flourish Financial Life Planning, a fee‑only firm in Anderson, SC, serving women of faith across the country who want their financial lives to reflect their values. With more than 20 years of experience, Laura brings a calm, relational approach to planning, helping women navigate money with clarity, confidence, and peace. Her path into financial planning began unexpectedly at a credit union, where she discovered how meaningful it was to help people understand their finances. After losing her father two years later, Laura began walking alongside widows through overwhelming financial decisions — an experience that shaped her calling and the heart behind her work today. Laura partners with women through every season of life, from career transitions and caregiving to retirement and legacy planning. She is known for her ability to explain complex topics in everyday language and for creating a safe, judgment‑free space where clients can talk openly about both the practical and emotional sides of money. She founded Flourish to offer thoughtful, faith‑aligned guidance that helps women build lives marked by purpose, peace, and financial confidence.

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.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, pension consulting, financial planning, and a tax-free income strategy focused on individual municipal bonds, using fundamental analysis and Modern Portfolio Theory to tailor portfolios according to client objectives and risk tolerances.

Kimberly Sparks is a financial advisor at William Joseph Capital Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Cetera Investment Advisers LLC among other firms. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management through customized portfolio construction and third-party sub-advisors accessed via the AssetMark platform.