Jared Wix is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Bank of America and Merrill since 2014. Outside of his advisory role, he is a general partner for Watt & Wix Entertainment, a small-scale music recording and sales business. 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 strategies for a range of individual and institutional clients.

Patrick Fitzsimmons is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Raymond James entities since 2013. He is also the owner of FFH Wealth Advisors LLC, doing business as Axia Wealth Advisors, a support company based in Greenville, SC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning and analytical tools to assist clients with their investment goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services and municipal advisory support.

Margaret Burns is a financial advisor with Edward Jones in Greenville, SC. She holds a Series 66 designation and has been with Edward Jones since 2023. Prior to joining the firm, she spent several years working with Grace Church and Brio Internal Medicine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

John Haase is a financial advisor at Stifel with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Anthony Gallo currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he partners with local financial professionals to engage clients throughout the financial planning process. Prior to this, he was Assistant Branch Leader at Fidelity Investments from 2019 to 2021. His experience in the financial services industry includes roles such as Associate Director and Sales Manager at UBS Financial Services, Inc. from 2014 to 2019, and Vice President at Bank of America, Merrill Edge from 2011 to 2014.

Zachary Kirkwood is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of his advisory work, he is an educational speaker presenting non-product specific financial well-being topics under the business My Secure Advantage. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Brian Bridges is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Bridges serves as an executive consultant for a dental practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Nash is a financial advisor with Mass Mutual Investors Services in Greenville, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked for 22 years with Greenville Health System. Outside of his advisory role, he is an insurance agent specializing in life, disability, and long-term care coverage and is a co-owner of the office building from which his practice operates. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized planning programs, including recent additions like Divorce Planning.

Ann Robinson is a Series 66-licensed financial advisor with Merrill in Greenville, SC, and has six years of industry experience. She previously worked at HomeTrust Bank and took a personal sabbatical in 2019. Outside of her advisory role, she contributes bookkeeping support to an LLC operated by her husband, who runs soccer camps. 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.

Dedrie Bingham is a financial advisor at Robert W. Baird & Co. with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Bank of America and Merrill from 2004 to 2021 before joining Baird in 2021. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management using a combination of in-house and third-party managers, providing both traditional and non-traditional investment strategies along with municipal advisory and public finance services.

Clint Gillis is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of his advisory role, he coaches at Wings Soccer Club, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolio management, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.

Michael Wolfe Sr. is a CFP® and Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he teaches a weekly martial arts class for young people in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Jbrett Yates is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Bank of America for eight years before joining Wells Fargo in 2019. Outside of his advisory role, Yates serves on the Board of Trustees and Finance Subcommittee of the Franklin G Burroughs-Simeon B Chapin Art Museum in Myrtle Beach, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Scott Ross is a Financial Advisor with Merrill Lynch Wealth Management based in Greenville, South Carolina. He works with affluent individuals and families, developing tailored financial plans and helping clients navigate complex financial situations. His approach emphasizes personalization, taking into account each client’s unique needs and goals across short-, mid-, and long-term horizons. Ross specializes in areas including college education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, portfolio management, sports and entertainment wealth management, tax minimization, and retirement income strategies. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a bachelor’s degree from Clemson University and currently resides in Greenville, SC with his wife and son. Outside of his professional work, Ross enjoys football, golfing, traveling, and spending time with his family and friends.

Torben Seear is a CFP®-certified financial advisor with 11 years of industry experience, currently with Edward Jones in Greenville, SC since 2019. Prior to Edward Jones, he held roles at LPL Financial, Signature Wealth Group, and Raymond James Financial Services between 2016 and 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Douglas Mccarthy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Triad Advisors, Resources Investment Advisors, Retirement Partner Advisors, Adviseme National Advisors, and Independent Financial Group. He is also the owner of Madison Financial and serves as a manager at First Baptist Simpsonville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management approaches and platform arrangements.

Bryan Neill is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was associated with United Community Banks, Inc. and INVEST Financial Corp. Outside of his advisory role, he owns an e-commerce business called Watch Depot, LLC, and is involved in software development and sales through Watch Matrix. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Tanner Pearman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as positions at Clemson University and The Cliffs at Keowee Springs Golf Course. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Ethan Rindner is an Investment Consultant at Fidelity Investments. In his role, he focuses on helping clients achieve financial confidence throughout their lives, particularly in retirement. His professional approach emphasizes financial planning as a partnership rather than a transaction. Ethan has held several positions at Fidelity Investments, beginning as a Financial Services Representative in 2024, then serving as a Financial Representative in 2025, before advancing to his current role as an Investment Consultant. Outside of his professional work, Ethan's personal interests include baseball, football, attending social events with friends, and reading.

Piper Haupt is a financial advisor at Wells Fargo Clearing with 13 years at the firm and three years of industry experience. He holds the Series 65 and Series 63 designations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.