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.

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 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2021. Outside of his advisory role, he is involved as an owner in rental property businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients, including individual investors, institutions, and charitable organizations. The firm provides tailored portfolio management and financial planning through various advisory programs, utilizing both in-house and third-party investment managers.

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 Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Tapestry, Inc., Fidelity Investments, Bank of America, TIAA-CREF Individual & Institutional Services, and Wells Fargo NA. She also has experience at Liberty University. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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®-certified financial advisor with Edward Jones in Greenville, SC, having 10 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Brenda Belnome is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.