Ronald Metcalf Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and spanning 39 years in the industry. His career includes roles at Cetera Wealth Services, Reliastar, VOYA Financial Advisors, and ownership of The IBEX Group. He serves on the finance committee of Rock Springs Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including affiliated and third-party managers, and oversees more than $256 billion in assets.

William Mc Atee is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Crestview Group, and Adobe, as well as a five-year period at Clemson University. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies overseen by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Veronica Mackey is an Investment Consultant with extensive experience in wealth planning and financial advisory roles. She has worked at various firms including Axia Wealth Advisors Raymond James, Tilly, Inc., Parallel Financial - Fiduciary Alliance, The PS Group - Consolidated Planning, Northwestern Mutual, Palmetto Trust and Investment Group Raymond James, and Ameriprise. Her professional background encompasses positions such as Wealth Planning Associate, Paraplanner and Head of Operations, Director of Operations, Financial Advisor, Lead Associate Advisor, Registered Sales Assistant, and Broker Trainee. This diverse experience has equipped her with a comprehensive understanding of financial planning and operations within the financial services industry. Outside of her professional endeavors, Veronica enjoys attending concerts, kayaking, reading, and traveling.

Bobby Ragan is a financial advisor with LPL Financial in Greer, SC, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Nathan Sanders is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Sanders is also president of Sanders Wealth Management and has been involved in the modeling and talent agency business for ten years. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to support portfolio management across various asset classes.

Amy Garrison is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of her advisory role, she owns Blue Butterfly Ventures, LLC, through which she manages her Ameriprise business. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Gregory Zander is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 17 years at Metlife Securities, Inc. Zander serves on the board of Regency Commons in Greer, SC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships utilizing firm-approved software and includes specialized planning services such as divorce and estate-settlement planning.

William Brown is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Merrill and Bank of America. He is also a business owner of Brown Smith Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by a national network of investment adviser representatives.

Nicholas Ray is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Private Bank. Outside of his advisory work, he has experience in athletics-related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Sascha Mathis is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 24 years of industry experience, including roles at South State Bank and SunTrust Advisory Services. His practice is based in Easley, SC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Timothy Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. 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 from Wells Fargo Investment Institute and third-party sources.

Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Boukather is a CFP® with 28 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he spent 21 years at Triad Advisors, Inc. He is also an owner and advisor at Hawkins & Boukather, LLC, an investment and asset management business. Boukather serves as a board member-at-large for the Riverstead Property Owners Association and acts as a bookkeeper for Hallmark Baptist Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Shaila Griffis is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill in 2025, she worked at Fidelity Investments for three years. Outside of finance, she works as a consultant and independent contractor in pet sitting. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Corey Phillips is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Phillips also serves as an adjunct professor teaching finance at Presbyterian College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Destin Pagan is a financial advisor with Fidelity Investments in Greenville, SC. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Fidelity, his work experience includes roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that utilize proprietary research, quantitative analysis, and systematic methodologies. The firm also serves multiple registered investment companies and applies algorithmic methods and AI in its investment process.

Lee Metts is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at Brown & Brown and Smith & Nephew. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of advisors and branch offices.

Tracy Carson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC for six years before joining UBS in 2020. Outside of her advisory role, she is involved with the Fountain Inn High School Band of Fury Booster Club as a board member and plans to assist with the treasurer role to manage the organization's budget. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Bryan Newton is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 66 credentials and six years of industry experience. Before joining Cambridge, he worked at Realtylink and State Farm. Outside of his advisory role, he is employed as a swim coach at the local YMCA in Greenville, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using various platform arrangements and both proprietary and third-party investment strategies.

Rodney Birch is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Thrivent Financial, Guardian, and Park Ave Securities. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment options including proprietary model strategies and third-party manager referrals, with various platform arrangements tailored to client objectives.