Clint Gillis is a financial advisor with LPL Enterprise in Greenville, SC, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Northwestern Mutual in various capacities from 2023 to 2025. Outside of his advisory role, he coaches for Wings Soccer Club, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and employer-sponsored retirement plans. The firm utilizes a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

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.

Jodi Edney is a Series 66-licensed financial advisor with Merrill, based in Inman, SC, and has 21 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she is a general partner and managing member of Ace of SC LLC, a business involved in managing rental properties. 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 individuals, high-net-worth clients, and institutional investors.

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 at Cambridge Investment Research Advisors with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Triad Advisors, Resources Investment Advisors, and Adviseme National Advisors. Outside of his advisory role, he is involved as a manager at First Baptist Simpsonville and owns Madison Financial. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable entities, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm utilizes multiple platforms and custodians, provides both discretionary and non-discretionary management, and maintains proprietary model strategies under the Founders Gate Capital brand.

Bryan Neill is a financial advisor with LPL Financial in Greenville, SC, holding the Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at United Community Banks, INVEST Financial Corp., Investment Professionals, Inc., and Merrill. Outside of his advisory work, he owns an e-commerce business, Watch Depot, LLC, and is involved in software development through Watch Matrix. 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 and model portfolios, supported by both proprietary and third-party investment strategies.

Tanner Pearman is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and The Cliffs at Keowee Springs Golf Course, as well as work during and after his time at Clemson University. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Harlan is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Wells Fargo Clearing and has held prior positions at JPMorgan Chase Bank, J.P. Morgan Securities, Legacy Wealth Management, and several other firms. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform investment decisions.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and three years of industry experience. Piper has been with Wells Fargo Clearing since 2013. 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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at South State Bank, SunTrust Advisory Services, and Raymond James Financial Services. He is also involved in an entrepreneurial venture, Lawson Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

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.

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 financial advisor at LPL Financial with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various non-advisory financial services.

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.

Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.