Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Jeremiah Davis is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial planning process.

David Wilson is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at multiple firms including Avantax and Cambridge Investment Research and is currently associated with Oak Spring Financial, LLC. In addition to his advisory role, he is a partner at a public accounting firm providing accounting, tax, and payroll services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors.

Richard Muncaster is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2016. Outside of his advisory role, he is involved with Meals on Wheels of Greenville and the Greenville Clemson Club. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and proprietary model strategies.

Michael Bigger is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 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.

Giovanni Luccia Jr. is a financial advisor with Ameriprise in Greer, SC, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of St. Giles Presbyterian Church, including leadership positions on the Missions Board and Endowment Committee, and owns a tax preparation business as well as a consulting firm that assists Ameriprise advisors with business setup and strategic planning. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Marion Craine is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Securities, Inc. from 2001 to 2002. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Andrew Plumblee is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Greenville County Schools for 13 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and planning tools to develop tailored recommendations.

Brandon Mills is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he is also a notary in Greenville, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and utilizing advisor support tools that do not make investment decisions.

Jonathan Mitchell is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at MAU Workforce Solutions and Wofford College. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a network of investment adviser representatives and third-party asset managers.

Donald Atkins is a financial advisor with Cetera in Spartanburg, SC. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Atkins previously worked at Concourse Financial Group Securities Inc for over two decades and currently serves as president of his own financial planning firm, Kyle Atkins Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.

Michael Lee is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, J.P. Morgan Securities, and Banc One Securities Corporation. Lee also engages in public speaking on investment-related topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and additional financial services.

Kyle Goff is a Series 66-registered financial advisor with LPL Financial, based in Greenville, SC, and has two years of industry experience. He previously worked at UBS Financial Services and has a background in the food service industry with multiple roles at Chick-fil-A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad range of financial products.

Frederick Phillips Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a 25% partner in Twin Oaks Development, a commercial real estate investment entity in Spartanburg, SC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Mary Brockman is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience as an educator at several schools, including Hilton Head Island High School and Waccamaw Middle and High Schools. Outside of finance, she has experience working at Quiet Storm Surf Shop. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.

Daniel Howard is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, Howard is involved with Miracle Hill Ministries, a foster care organization based in Greenville, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.

Steven Sasser is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has eight years of industry experience. In addition to his work in finance, he serves as a unit training manager with the South Carolina Air National Guard and is the treasurer of the 5/6 Council in Eastover, SC. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mary Watson is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Watson serves as Vice President of the Roper Professional Park Property Owners Association and Chair of the Westminster Endowment Committee, and she is involved in managing operations at Elevate Management Firm, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

Asher Moorhouse is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Industrial Bonded Warehouse and attended Anderson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

John Wyatt is a financial advisor with Cambridge Investment Research Advisors in Mauldin, South Carolina. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked for 12 years at SC Tool Service, Inc. Outside of his advisory work, Wyatt serves as the treasurer for Trail Life USA, a volunteer position. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals managing multi-billion dollar assets.