Jason Brown is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and several other financial institutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Daniel Ortman is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He worked at Metlife Securities Inc. for 19 years before joining Mass Mutual Investors Services in 2017 and has also been affiliated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Andrew Warner is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Wells Fargo Securities and has experience in insurance brokerage, including life, disability, long-term care, and health insurance sales. Warner also has an academic background with positions at Furman University and Moravian Academy. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Roland Baird is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. His professional background includes roles at Greene, Finney, Cauley CPA’s LLC and Cox, Cauley, Richardson CPA’s LLC, alongside operating a mortgage business and a photography venture. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and advisory services through a multi-manager platform.

Aubrey Mangrum is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to Merrill, he worked at BB&T/Truist for six years. Outside of his advisory role, he serves as a consultant and referee for the South Carolina Basketball Officials Association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Stone is a financial advisor with Wells Fargo Advisors holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Advisors Financial Network since 2026. Outside of her advisory career, she owns and manages a ladies boutique and an ice cream and candy shop in Easley, South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and integrates advisory services with other financial product offerings.

Brett Weldon is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience with other firms including Lizard Thicket Boutique and Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

Johnny Peden III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a general partner in multiple farm operations based in South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

John Hyatt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized financial strategies tailored to clients' individual goals, focusing on areas such as college education planning, family wealth management, legacy planning, and socially responsible investing. John collaborates closely with clients to develop plans that align with their values and long-term objectives. He holds a Bachelor's Degree from The Citadel and holds the Personal Investment Advisor (PIA) designation. John emphasizes managing risk while helping clients pursue their financial goals. In addition to his professional work, he actively contributes to his community by serving as a youth baseball coach. Outside of his advisory role, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family.

Canisha Beck is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various divisions of Fidelity since 2002. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Zachary Gilliam is a CFP® professional with 13 years of industry experience, currently advising at Wells Fargo Advisors in Greenville, SC. He has been with Wells Fargo and its affiliates since 2009, holding roles across Wells Fargo Bank NA, Wells Fargo Advisors LLC, and Wells Fargo Clearing. In addition to his advisory work, he owns two investment-related businesses, YIELD PW LLC and GILLIAM YPW, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Jerante Morgan is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning strategies. Morgan earned his High School Diploma/GED from the Texas AandM University System.

Clay Bowden is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Merrill and Bank of America, N.A. from 2017 to 2024, and at Total Quality Logistics from 2016 to 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with banking, lending, and other financial product channels.

Aaron Thatcher is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and its affiliated entity since 2011. Outside of his advisory role, he serves as a board member for the Hammond Pointe Homeowners Association in Taylors, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Campbell is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Waypoint Strategic Advisors LLC for nine years and Marsh McClennan Agency before joining OSAIC. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types, supporting both discretionary and non-discretionary accounts.

Chadrick Campbell is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation and Series 63 and Series 65 licenses. His prior roles include tenures at Wells Fargo Advisors, Franklin Wealth Management, and Innovative Advisory Partners. Outside of advising, he is a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zaine Bradford is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining Cambridge, Bradford held roles at Eagle Capital Advisors, Miller Electric, and Righteous Rides, among others. Bradford was also affiliated with Carolina Creek Cristian Camp and has academic experience at LeTourneau University. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, employing a variety of investment strategies and platform arrangements tailored to client objectives.

Samuel Reese III is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining RBC in 2021. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailored to each client’s risk profile.