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 at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has held prior roles at Merrill and Bank of America. Outside of his advisory work, he is the owner of Brown Smith Investments, LLC, a business unrelated to investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Nicholas Ray is a Series 66-credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2025, following roles at UBS Financial Services and Morgan Stanley. Outside of financial services, he previously operated Fulcrum Athletics LLC and was involved with CrossFit Tri County. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sascha Mathis is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at South State Bank since 2017 and prior experience with SunTrust Advisory Services and Suntrust Investment Services. Mathis is also involved with South State Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Timothy Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2008. 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, utilizing research and analytics to support its investment approach.

Mark Boukather is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for Triad Advisors, Inc. for 21 years. Outside of his advisory role, he is a board member-at-large for the Riverstead Property Owners Association and serves as a bookkeeper for Hallmark Baptist Church. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and supports various managed account strategies through its multi-advisor platform.

Shaila Griffis is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of finance, she works as a consultant and independent contractor for a pet sitting business. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 in Greenville, SC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Brown & Brown and Smith & Nephew. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 an Investment Advisor Representative at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously 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 serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Rodney Birch is a financial advisor with Cambridge Investment Research Advisors in Greenville, SC. He holds Series 65 and Series 63 licenses and has 18 years of industry experience. His prior roles include positions at Thrivent Financial, Classic Home Mortgage, Resources Investment Advisors, Park Ave Securities, and Guardian. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Samuel Osborne is a financial advisor with Ameriprise in Taylors, SC, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2025, he worked at Money Concepts Capital Corp and NCH Tax & Wealth Advisors. Outside of his advisory role, he is co-owner of JourneyPoint Tax Advisors, a tax preparation business based in Greenville, SC. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice, with a focus on assets held in Ameriprise Managed Accounts.

Michael Hornek is a financial advisor with Charles Schwab in Greenville, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2004 and 2015, respectively. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, using multi-asset model portfolios, written advice policies, and research from its Center for Financial Research.

Joshua Lopez is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity's affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

John Lawlor is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2008, following seven years at A. G. Edwards & Sons, Inc. and a brief tenure at Wells Fargo Clearing. 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 variety of financial planning and investment management solutions, supporting a broad network of advisors with both proprietary and third-party strategies.

Susanna Dorminy is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation. She has experience with Edward Jones beginning in 2020 and has also worked in photography and legal fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Daniel Willey is a financial advisor with Wells Fargo Clearing in Greenville, South Carolina, holding a Series 66 designation and 17 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, leveraging research and analytics to support its investment approach.

Dana Downey is a financial advisor with Fidelity Investments in Greenville, South Carolina, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Dana held various roles across multiple industries including logistics, hospitality, and service positions. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing diversified portfolios that include mutual funds, ETFs, and ETPs.