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.

Kevin Botsford is a financial advisor with Merrill in Greenville, SC, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked at Bank of America since 2009 and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Roland Baird is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ and Series 63 designations and bringing 28 years of industry experience. He has worked with various firms including Greene, Finney, Cauley, CPA's LLC and Cox, Cauley, Richardson CPA's LLC. Outside of advising, he owns Baird Photography, a small photography business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform enabling advisors to utilize model portfolios, third-party managers, or bespoke strategies with a range of program options across discretionary and non-discretionary authorities.

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 Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial since 2026. His prior experience includes six years at Morgan Stanley Smith Barney LLC and roles at Lizard Thicket Boutique, Cru, and Renasant Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

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 Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals and adapt to changing market conditions. John focuses on areas including college education planning, corporate executive services, family wealth management, legacy planning, and socially responsible investing. John holds a Bachelor's Degree from The Citadel and has earned the Personal Investment Advisor (PIA) designation. He is committed to helping clients pursue their long-term goals while managing risk effectively. In addition to his professional work, John is actively involved in his community as a youth baseball coach. He also enjoys personal interests such as baseball, fishing, football, golfing, hunting, reading, and spending time with his family.

Canisha Beck is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with various Fidelity entities since 2002, including Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and advisory roles to registered investment companies.

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. He previously worked at Merrill and Bank of America, N.A., and has experience outside finance from a role at Total Quality Logistics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

Chase Holmes is a financial advisor at Edward Jones with nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at Saybrus Equity Services, LLC and Prudential Insurance Company of America. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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.

Andrew Weinkle is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brecken Kanz is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has professional experience as a design engineer at Michelin since 2019. Outside of his advisory role, he participates in continuing education for licensed contractors and works as a business consultant providing referrals for management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Celinda Marshall is a Series 66-licensed financial advisor with Edward Jones in Greenville, SC, and has 19 years of industry experience, all of which she has spent at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Chadrick Campbell is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial in Greenville, SC, where he has worked since 2020, including a prior tenure from 2015 to 2019. He has held roles at Innovative Advisory Partners and Franklin Wealth Management. Outside of advising, Campbell is a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and multiple investment management approaches.

Robert Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for six years before joining IFG Advisory, LLC and LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.