Brandon Gilliam is an advisor at OSAIC Institutions, INC. with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, Sanders Wealth Management, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of advisory work, he is the owner of Gilliams Landscape Management and holds a notary public commission. OSAIC Institutions serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm operates with a hybrid adviser/broker-dealer structure, offering both discretionary and non-discretionary account management through a network of investment adviser representatives.

Steven Di Corte is a financial advisor with TD Private Client Wealth LLC in Greenville, SC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining TD Private Client Wealth LLC, his work history includes positions at Van Clemens & Co. Inc., Walgreens, Bickley Cooling, and Publix. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail US clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other offerings.

Jason Brown is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, and several other financial institutions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Roland Baird is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. His professional background includes roles at Greene, Finney, Cauley CPA’s LLC and Cox, Cauley, Richardson CPA’s LLC, alongside operating a mortgage business and a photography venture. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and advisory services through a multi-manager platform.

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.

Cody Leopard is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials and has one year of industry experience. His prior work includes roles at First Command Advisory Services and First Command Insurance Services, as well as service in the United States Marine Corps. Outside of advising, he is co-owner of Leopards Property LLC, where he manages bookkeeping and communications. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

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.

Jeffery Paddyfote is a financial advisor with Primerica Advisors in Spartanburg, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior firms include Wells Fargo Clearing, BB&T, and Principal Financial Services. Outside of advisory work, he is sole owner and president of a non-investment related business. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model strategies and discretionary management, supported by third-party custodians and overlay managers.

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.

John Hodge is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His previous work history includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and SiteOne Landscape Supply. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars using firm-approved analytical tools and event-driven planning services.