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.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.

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.

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 Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to returning to Edward Jones, Ludwig worked at Equitable Advisors, LLC, and has a background that includes positions in retail and community education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branches.

Ronald Payne is a financial advisor at Osaic Wealth Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Next Financial Group and VOYA Financial Advisors. He is also involved in life insurance and fixed annuity sales through Riverstone Wealth Management. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing a range of asset-allocation tools, third-party managers, and multiple advisory platforms.

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.