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 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, including the use of AI and systematic methodologies.

John Lawlor is a financial advisor with LPL Financial in Simpsonville, SC, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2008. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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, SC, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Matthew Van Meeteren is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads a wealth advisory team that serves individuals, families, and institutions. His role focuses on helping clients grow and preserve their wealth through professional investment management and financial planning. His expertise includes portfolio management, allocation to private equity, hedge funds, and real assets, as well as advising clients on credit and lending needs, social security filing strategies, tax minimization, estate planning, philanthropic accounts, and access to private banking services through Bank of America. Van Meeteren's client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. He holds a Bachelor's Degree from Grand Valley State University and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, Van Meeteren is involved with the Torrey Pines Men's Golf Club, serves as a coach for varsity golf at Christian Unified High School, and participates in community organizations including the Bank of America Community Volunteers and Hope for San Diego. His personal interests include golfing, reading, rock climbing, skiing, and tennis.

Thomas Oneil III is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera and running his own CPA practice, Thomas O'Neill, CPA. In addition to advising, he maintains an active role in tax preparation and accounting through Rosenthal & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jackson Shubert is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at UBS Financial Services and Beacon Pointe Advisors. He also has a background that includes working at The Citadel, The Military College of South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

William Bragdon is a financial advisor with UBS Financial Services in Greenville, SC, holding a Series 66 credential and over 22 years of industry experience. He has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a wide range of services such as custody, underwriting, and proprietary research.

Bradley La Rue is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an officer of BFD Group, LLC, a real estate-related business based in Greenville, South Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Terry Steele is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, offering services in portfolio development, education planning, retirement planning, and asset preservation. He works closely with clients to develop financial strategies tailored to their long-term goals, drawing on Merrill's global resources. With over 35 years of experience in the securities industry, Terry has an extensive background in wealth management. His areas of focus include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Terry holds a Bachelor's Degree in Finance from the University of Dayton. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He values the discipline of martial arts, which informs his approach to building lasting client relationships. Additionally, he participates in community volunteering aligned with the Merrill tradition of community involvement.

Michael White is a financial advisor with Morgan Stanley in Greenville, SC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Since 2009, he has worked within Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Starting in 2015, he joined the private banking division at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by proprietary tools and models, while managing approximately $2.74 trillion in client assets.

Brian Snyder is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jason Moore is a financial advisor with OSAIC based in Greenville, SC, holding the Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Gwynn, Moore, and Associates, Inc., as well as periods of self-employment and work at various companies and Furman University. OSAIC Wealth, Inc. serves individual and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of investment tools and platforms to manage portfolios for a diverse client base.

Austin Marshall is a financial advisor at Edward Jones in Greenville, SC, with seven years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2018. His prior work includes roles in tour and sportfishing companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining a large national network of advisors and branch offices.

Christopher Bolle is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked at Raymond James and Associates for 13 years. He is also involved with Millennium Brokerage Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with options for discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Kevin Hill is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. Outside of advising, he is involved in private security and training through ownership of Comsec 360 and serves as president of Omega Solutions, a security contracting business. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory services and investment strategies supported by a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets under management.

Jason Hucks is a financial advisor with Raymond James Financial in Simpsonville, SC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has operated Hucks Financial Services, LLC since 2009 in addition to his role at Raymond James. Outside of advisory work, he is involved in managing multiple commercial rental properties through various real estate entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.