Mary Stone is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she owns and manages a ladies boutique and an ice cream and candy shoppe in Easley, South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with various financial products and referral channels.

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 at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with various divisions of Fidelity since 2002. Strategic Advisers LLC, part of Fidelity Investments, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Zachary Gilliam is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Wells Fargo Advisors and has previously worked within other divisions of Wells Fargo since 2009. Gilliam has ownership interests in investment-related businesses based in Greenville, SC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria, including specialized planning for business transitions and other niche needs.

Jerante Morgan is a Financial Advisor at Merrill Lynch Wealth Management. He is committed to assisting clients in achieving their financial objectives through personalized and thoughtful financial planning. Jerante focuses on understanding each client's unique needs, priorities, and goals, providing clear and practical guidance to help them make informed financial decisions. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jerante obtained his High School Diploma/GED from the Texas AandM University System. His approach emphasizes building strong client relationships based on trust, open communication, and a long-term commitment to supporting clients through important financial decisions.

Clay Bowden is a financial advisor with Wells Fargo Advisors in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Merrill and Bank of America, N.A. from 2017 to 2024, and at Total Quality Logistics from 2016 to 2017. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a wide range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, and integrates advisory services with banking, lending, and other financial product channels.

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.

Andrew Weinkle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2015. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Robert Davis is a financial advisor with LPL Financial in Mauldin, South Carolina, holding a Series 66 designation and 16 years of industry experience. He previously worked at Merrill and Edward Jones before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by various technology tools and a broad platform of financial products.

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.

Jeffrey Stanley is a CFP® professional with over 21 years of experience in financial advising, currently serving at Edward Jones since 2004. He is based in Spartanburg, SC. Outside of his advisory work, he manages several real estate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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.