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.

Thomas Clark Jr. is a financial advisor at Merrill with 11 years at the firm and a total of 4 years in the industry. He holds a Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, he is the owner of The Nutty Swine BBQ, a barbecue catering company and competition team based in South Carolina. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America affiliates.

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.

Daniel Seaman is a financial advisor with Morgan Stanley, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2014, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he volunteers on the Membership Committee for the Masters of Success Chapter of Business Network International in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

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.

Thomas Poteat is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Roger Huddleston is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in a real estate holding company, Advisor Properties, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Long is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Fidelity Investments and Fidelity Brokerage Services LLC, he served in the United States Army and Florida Army National Guard, and worked briefly at other firms. Outside of his advisory role, he participates part-time as a baker at Flying Fox Coffee in Greer, South Carolina. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and delivers solutions such as discretionary and non-discretionary advisory services, fund advisory, and consulting.

Sydney Ludwig is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has previously worked at Equitable Advisors, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ronald Payne is a financial advisor at Osaic Wealth Inc. with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including NEXT Financial Group, VOYA Financial Advisors, and Wells Fargo Advisors. Outside of his advisory role, he is involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting various client needs through discretionary strategies, third-party managers, and proprietary models.

John Doyle is a financial advisor with UBS Financial Services in Greenville, SC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with UBS Financial Services since 1993. Outside of his advisory role, he serves on a committee at the Union League Club of New York, assisting with oversight of the club’s defined benefit plan and 401(k) for employees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management, offering services such as discretionary portfolio management, fiduciary financial planning, and access to capital markets platforms.

Jeffrey Allen is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked for 18 years at UBS Financial Services Inc. 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 a range of financial planning and investment solutions, supported by extensive research and technology tools.

Terence Tysinger Jr. is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at Edward Jones and Waddell & Reed, Inc. He has also operated Tysinger LLC and maintains a separate business entity, Tysinger Wealth Solutions LLC, for tax and investment purposes. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology tools.

Amy R. Milionis is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving at UBS Financial Services since 2005. She holds Series 63 and Series 66 licenses and is based in Greenville, South Carolina. Outside of her advisory role, she serves on the board of a local youth lacrosse association and participates on the finance board of St. Michael Lutheran Church. UBS Financial Services Inc. offers a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management strategies suited to clients’ goals and risk profiles.