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.

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.

Leah Strickland is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following prior roles at J.J.B. Hilliard W.L. Lyons. Outside of her advisory duties, she serves as an arbitration panel member. Robert Baird & Co.’s DDK Group advises individuals, families, institutional clients, and charitable organizations, offering a range of consulting and portfolio services. The group tailors investment strategies based on client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.

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.