Cody Leopard is a financial advisor at Mass Mutual Investors Services with credentials including Series 63 and Series 65 and one year of industry experience. Prior to joining Mass Mutual, he worked at First Command Advisory Services and related entities. He is also a co-owner of Leopards Property LLC, where he manages bookkeeping and communications. Mass Mutual Investors Services, LLC 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 planning engagements using firm-approved software and offers specialized programs, including a standalone Divorce Planning service.

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.

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 with Fidelity, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Fidelity since 2002, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

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.