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.

Eric Ponder is a financial advisor with Edward Jones in Fountain Inn, SC, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked for Vulcan Materials Company for six years and serves as a pilot and instructor pilot in the South Carolina Army National Guard. Outside of his financial advisory role, he is a contract and charter pilot with Double Day Aviation Inc. and PondAir LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

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.

Lonnie Decker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to Edward Jones, he worked at Asbury Automotive Group and Dom360. Decker is also the managing member of Decker Dynamics, LLC, a digital marketing business. Edward Jones is a full-service wealth management firm with more than 23,700 advisors serving individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Harold Lawson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at South State Bank, SunTrust Advisory Services, and SunTrust Investment Services. He also manages Lawson Enterprises LLC, a business he has operated since 2005. 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 wide range of advisory programs, financial planning services, and uses diversified strategies supported by proprietary and third-party research.

Jason Bryant is a Financial Consultant with over 15 years of experience advising families and business owners on investment strategies. He collaborates closely with clients to understand their goals and unique circumstances, working through discovery and analysis to build comprehensive financial plans. His professional experience includes serving as President of Demographic Strategies from 2024 to 2025. Prior to that, he was a Financial Advisor at LPL Financial from 2014 to 2024, Merrill Lynch from 2011 to 2014, and Morgan Keegan from 2008 to 2011. Outside of his professional career, Jason is engaged in family activities and enjoys football, golf, hiking, and parenthood.

Brianna Freeman is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Clearing and has entrepreneurial experience as the owner of Catch'em Collectibles LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that integrates LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

Michael David Shain is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 designations and over 32 years of industry experience. He has been with UBS Financial Services since 2000. Outside his advisory role, he serves as president of B & L Inc., a real estate maintenance business in Greenville. UBS Financial Services offers brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and research-driven portfolio management.

James Cluverius Jr. is a Series 66-licensed financial advisor with 10 years of industry experience, currently with LPL Financial in Greenville, SC. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He operates under the DBA Northend Private Wealth for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by varied investment strategies and research.

Cody Miller is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. In this role, he works with a smaller group of clients to provide in-depth financial planning and guidance, considering the full wealth picture through comprehensive planning using Fidelity's tools and resources. His experience includes roles such as Investment Management Consultant in Private Wealth Management, Senior Portfolio Specialist, and Portfolio Specialist at Fidelity Investments from 2021 to 2024. Prior to joining Fidelity, Cody held various positions at Wells Fargo Bank NA from 2012 to 2021, including Premier Banker, Branch Manager, and Licensed Personal Banker. Outside of his professional responsibilities, Cody's personal interests include biking, football, golf, hiking, outdoor adventures, and spending time with pets.