Matthew Van Meeteren is the Resident Director and Senior Financial Advisor at Merrill Lynch Wealth Management, based in Greenville, South Carolina. He leads a wealth advisory team serving individuals, families, and institutions across the United States. In his role as Resident Director, he supports Merrill Financial Advisors and teams while fostering a collaborative culture. Matthew and his team provide comprehensive financial strategies designed to help clients grow and preserve wealth. Their services encompass investment management across public markets and alternative investments, as well as estate planning, tax minimization, retirement income planning, gifting strategies, and banking services through Bank of America. He holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) and earned his Bachelor's degree from Grand Valley State University. Outside of his professional work, Matthew is involved with the Christian High Unified School and participates in organizations such as the Torrey Pines Men's Club, Bank of America Community Volunteers, and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Jackson Shubert is a financial advisor at LPL Financial with three years of industry experience. He previously worked at UBS Financial Services and Beacon Pointe Advisors. Outside of his advisory role, he is associated with Ox Road Capital, which operates as a DBA for his LPL business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Bragdon is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 credential and over 22 years of industry experience. He has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a wide range of services such as custody, underwriting, and proprietary research.

Bradley La Rue is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an officer of BFD Group, LLC, a real estate-related business based in Greenville, South Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Terry Steele is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, offering services in portfolio development, education planning, retirement planning, and asset preservation. He works closely with clients to develop financial strategies tailored to their long-term goals, drawing on Merrill's global resources. With over 35 years of experience in the securities industry, Terry has an extensive background in wealth management. His areas of focus include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Terry holds a Bachelor's Degree in Finance from the University of Dayton. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He values the discipline of martial arts, which informs his approach to building lasting client relationships. Additionally, he participates in community volunteering aligned with the Merrill tradition of community involvement.

Michael White is a financial advisor with Morgan Stanley in Greenville, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2009, he has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Starting in 2015, he joined the private banking division at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by proprietary tools and models, while managing approximately $2.74 trillion in client assets.

Brian Snyder is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Moore is a financial advisor with OSAIC based in Greenville, SC, holding the Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Gwynn, Moore, and Associates, Inc., as well as periods of self-employment and work at various companies and Furman University. OSAIC Wealth, Inc. serves individual and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of investment tools and platforms to manage portfolios for a diverse client base.

Christopher Bolle is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior roles include positions at Raymond James and Associates, J.J.B. Hilliard, W.L. Lyons, LLC, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Bolle is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions that include model portfolios, third-party asset management, and participant-level retirement advice.

Ethan Yeary is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC, Palmetto Citizens FCU, and CUNA Mutual Group. Yeary also holds a notary commission with Palmetto Citizens FCU. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

Kyle Roser is a financial advisor with Charles Schwab in Greenville, SC, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios and alternative investment options supported by centralized supervisory and operational infrastructure.

Stacey Knecht is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial solutions. She works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. Stacey provides ongoing advice and adapts portfolios as clients' situations evolve. Her areas of expertise include family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, and retirement income. Stacey holds the Personal Investment Advisor (PIA) designation. Stacey earned her High School Diploma from Westside High School. In addition to her professional work, she is involved in community activities such as Beast Ballers Baseball and YMCA Youth Coaching.

Robert Anderson Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1991. Outside of advising, he is also a writer with publications available on Kindle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices across the country.

Christopher Newton is a financial advisor at UBS Financial Services with 11 years of industry experience. He has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

William Brown is a financial advisor with LPL Financial based in Greenville, SC. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, Brown worked at Montreat College and Anderson Christian School. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Rose is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clinton Durbin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2016, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, Workplace Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Clinton has developed expertise in creating personalized financial plans aimed at growing and protecting clients' wealth. He emphasizes the importance of understanding clients' priorities to make sound investment decisions and simplify financial management. Clinton holds a California Insurance License.

Matthew Foster is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Raymond James and its affiliates since 2013. Foster is also a co-owner of Hartview, LLC, a family-owned business related to a real estate investment fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to support client goals and sponsors various advisory programs for a broad advisor network.

Joseph Thompson is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Raymond James & Associates. He is also a volunteer coach at St. Joseph's Catholic School in Greenville. 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, including financial planning, model portfolios, and access to third-party asset managers, supported by a network of over 22,800 advisors.

Lisa Vaughan is a Series 66-credentialed financial advisor with Merrill, based in Greenville, SC. She has 27 years of industry experience, including tenure at Merrill since 1998 and Bank of America since 2016. 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 model-based and discretionary strategies for a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.