Chase Holmes is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America and Saybrus Equity Services. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Aaron Thatcher is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Investments, Cetera Investment Services, and Waddell & Reed. He serves as a board member for the Hammond Pointe Homeowners Association in Taylors, SC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Tyler Campbell is a financial advisor with OSAIC Wealth, Inc. in Greenville, SC, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Waypoint Strategic Advisors LLC for nine years before joining OSAIC and Marsh McClennan Agency in 2025. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services supported by various investment programs and third-party managers.

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, he worked at Eagle Capital Advisors and has diverse experience including roles at Miller Electric, Righteous Rides, and Carolina Creek Christian Camp. He also spent four years at LeTourneau University and nine years at Blue River Academy. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Daniel Fetterolf is a CFP® and CFA® credentialed financial advisor with 18 years of experience, currently practicing at UBS Financial Services in Greenville, SC since 2008. He serves as a membership chair officer for the SC CFA Society and works as an exam grader for the CFA Institute. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Vanessa Faison is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Investments, Tapestry, Inc., and Bank of America. 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.

Richard Curran is a CFP® professional with 30 years of industry experience. He is currently an advisor at OSAIC and has previously worked at LPL Financial, Independent Advisor Alliance, and UBS Financial Services. Outside of advising, he has served as a FINRA arbitrator and authored an investment book titled "Keep It Simple, Stupid." Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

David Rice is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of finance, he is a musician who plays the violin, saxophone, and piano. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process with firm-approved tools and modeling techniques.

Brenda Belnome is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Colin Pyfrom is a financial advisor at Charles Schwab with 18 years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Bryce Sain is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, Northwestern Mutual, and Joyce Manufacturing. His background also includes teaching positions at Furman University, Christ School, Swain County High School, and Swain Middle School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pamela Batson is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Her prior roles include a combined 14 years at Morgan Stanley in various capacities. She is a member of the finance and stewardship committee at First Presbyterian Church in Greenville, SC, where she participates in budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Asa Ramirez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2017 to 2022. He also has teaching experience at Cowley County Community College from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Gary Johnson is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and Axa Advisors, LLC. He is the owner of GCJ Whaling, LLC, which he uses for employee payments and marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party managed programs, delivering advice through a network of Investment Adviser Representatives.

Evelyn Harker is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has previously worked at EarthSoft and Jacobs. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of investment strategies and advisory services under a fiduciary standard.

Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Russell Rhodes is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent LLC. He also operates an insurance brokerage under the name Strategic Planning Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements and a range of investment programs, including recently introduced event-driven planning services.

Matthew Brookshire is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, United Federal Credit Union, and CUNA Mutual Group. He also serves in a fiduciary capacity for the Martha Williams Brookshire Trust. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a large network of investment professionals.