William Bradford Flowers

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.

Richard Didonato is a financial advisor with The Rich Group, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked as a manufacturing manager at AFL Telecommunications, LLC, a fiber optic communications equipment and services company, since 2009. The Rich Group is a fee-only registered investment adviser that provides comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and maintains a planning-first enrollment model with non-discretionary management.

Joris Bastien is a financial advisor at Quantaraxia LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Graham Capital Management and Capstone Investment Advisors. Bastien is also an advisory board member of Globcoin, a stablecoin project based in Switzerland. Quantaraxia LLC provides discretionary portfolio management and subadvisory services to high-net-worth individuals, investment companies, hedge funds, and other advisers. The firm uses a quantitative and systematic investment approach incorporating options, margin, and short sales, and offers subscription-based market-timing services and newsletters.

John Mc Namara is a financial advisor at Highball Advisors with nine years of industry experience. He holds the Series 66 designation and worked previously at Edward Jones for one year before joining Highball Advisors in 2018. Highball Advisors is an independent firm that provides portfolio management and comprehensive financial planning to individuals and families. The firm primarily uses passive investment management with index funds and ETFs, offers non-discretionary account management, and emphasizes client education through webinars and speaking engagements.

Christopher Preisig is a financial advisor at Upstate Financial Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Securities Corporation and Carolinas Wealth Management Group. Preisig is also a licensed insurance agent and a notary public. Upstate Financial Planning is an independent, single-advisor firm managing approximately $12.4 million for a small client base. The firm provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and retirement plans, utilizing a diverse investment approach that includes long-term trading, options strategies, and a broad range of asset classes.

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.