Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Karen Sweet is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Ronald Metcalf Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and spanning 39 years in the industry. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and ownership of The IBEX Group. He serves on the finance committee of Rock Springs Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including affiliated and third-party managers, and oversees more than $256 billion in assets.

Gregory Zander is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 17 years at Metlife Securities, Inc. Zander serves on the board of Regency Commons in Greer, SC. MassMutual Investors Services, LLC operates as 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 offers collaborative, annual planning relationships utilizing firm-approved software and includes specialized planning services such as divorce and estate-settlement planning.

Michael Ashworth is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a board member of the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trusts, and institutions. The firm offers comprehensive financial planning and investment solutions through a broad network of advisors utilizing various portfolio models, third-party asset management, and institutional platforms.

William Brown is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is the owner of Brown Smith Investments, LLC, a business unrelated to investment management. 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.

Katheryn Gordon is a Series 66 credentialed advisor with 10 years of industry experience, currently practicing at LPL Financial since 2020. She previously worked at Wells Fargo Clearing from 2016 to 2020. Gordon is also a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Mark Boukather is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for Triad Advisors, Inc. for 21 years. Outside of his advisory role, he is a board member-at-large for the Riverstead Property Owners Association and serves as a bookkeeper for Hallmark Baptist Church. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and supports various managed account strategies through its multi-advisor platform.

Bryson Shook is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. His prior work includes roles at Hagerty Consulting, American Red Cross, City of Asheville, and Samaritan’s Purse. Outside of finance, Shook is the owner of Evernorth Marketing, a non-investment-related business. 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 broad range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Lee Metts is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Brown & Brown and Smith & Nephew. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tracy Carson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC for six years before joining UBS in 2020. Outside of her advisory role, she is involved with the Fountain Inn High School Band of Fury Booster Club as a board member and plans to assist with the treasurer role to manage the organization's budget. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Bryan Newton is an Investment Advisor Representative at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Realtylink and State Farm. Outside of his advisory role, he is employed as a swim coach at the local YMCA in Greenville, SC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Rodney Birch is a financial advisor with Cambridge Investment Research Advisors in Greenville, SC. He holds Series 65 and Series 63 licenses and has 18 years of industry experience. His prior roles include positions at Thrivent Financial, Classic Home Mortgage, Resources Investment Advisors, Park Ave Securities, and Guardian. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Samuel Osborne is a financial advisor with Ameriprise in Taylors, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Money Concepts Capital Corp and NCH Tax & Wealth Advisors. Outside of his advisory role, he is co-owner of JourneyPoint Tax Advisors, a tax preparation business based in Greenville, SC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Hornek is a financial advisor with Charles Schwab in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2015, respectively. 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. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios, written advice policies, and research from its Center for Financial Research.

Daniel Willey is a financial advisor with Wells Fargo Clearing in Greenville, South Carolina, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research and analytics to support its investment approach.

William Bragdon is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 credential and over 22 years of industry experience. He has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a wide range of services such as custody, underwriting, and proprietary research.

Michael White is a financial advisor with Morgan Stanley in Greenville, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2009, he has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Starting in 2015, he joined the private banking division at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by proprietary tools and models, while managing approximately $2.74 trillion in client assets.

Brian Snyder is a financial advisor with Wells Fargo Clearing in Greenville, SC, holding CFP® and Series 66 credentials with 21 years of industry experience. His prior experience includes roles at Banc of America Investment Services and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.