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 Wealth, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Osaic Wealth and Marsh McClennan Agency in 2025, he worked at Waypoint Strategic Advisors LLC from 2016 to 2025. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to various investment platforms, employing asset-allocation tools and risk-tolerance assessments to manage portfolios across multiple asset classes.

Chadrick Campbell is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with LPL Financial in Greenville, SC. His career includes multiple tenures at LPL Financial as well as roles at Wells Fargo Advisors and Franklin Wealth Management. Outside of advising, he is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 a broad network of investment adviser representatives.

Robert Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Edward Jones and Merrill. He is also involved with Integrated Financial Group and Pinnacle Wealth Management, both related businesses affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a wide range of advisory and brokerage services through a large network of investment adviser representatives.

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.

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® with 30 years of experience in the financial services industry. He is currently with OSAIC and previously worked at LPL Financial for 23 years and Independent Advisor Alliance, LLC for six years. Outside of advising, he serves as a FINRA arbitrator and has authored a basic investment book titled "Keep It Simple, Stupid." He also manages a donor-advised fund known as The Curran Family Fund. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, using firm-provided asset allocation tools and third-party platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Rice is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, previously working at Citigroup Global Markets. Outside of his financial career, he is a musician who plays the violin, saxophone, and piano. Morgan Stanley Wealth Management serves individuals and institutional clients, offering tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Dustin Shirah is a CFP® professional affiliated with Edward Jones in Greenville, SC, with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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® professional with 27 years of experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a member of the Finance/Stewardship Committee at First Presbyterian Church Greenville, where she assists with budgeting and financial oversight. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy development, performance reporting, and participant education. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Caleb Morrison is a financial advisor at Ameriprise in Greenville, SC, holding a Series 66 designation with one year of experience at the firm. His prior work includes roles in education, plumbing, pest control, and warehouse operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

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.

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 14 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company, Hornor, Townsend, & Kent LLC, and Edward Jones. Rhodes is also active in insurance brokerage through his role as an agent with Strategic Planning Group. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using advanced analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Matthew Brookshire is a financial advisor with LPL Financial, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, United Federal Credit Union, and CUNA Mutual Group. He also acts in a fiduciary capacity for the Martha Williams Brookshire Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.