Isaac Monkiewicz is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. He utilizes Fidelity's tools and resources to provide guidance and strategies aimed at helping clients manage their financial journeys effectively. Isaac's professional experience includes roles as an Investment Consultant, Director Retirement Planner, and Retirement Planner at Fidelity Investments from 2023 to 2025. Prior to that, he worked as a Senior Financial Services Representative at Morgan Stanley from 2020 to 2023. Outside of his professional work, Isaac has interests in biking, cars, cooking and baking, hiking, parenthood, and snowboarding.

Frances Kerhulas is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spartanburg, SC, holding Series 63 and 65 licenses and 37 years of industry experience. Prior to joining Raymond James in 2021, she worked at Oppenheimer & Co for eight years. Outside of advisory work, she serves as an operations manager for Switzer Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting client decisions through its advisory programs and affiliated firms.

Kimberly Cordone is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions supported by research and analytics.

Karen Sweet is a financial advisor at Wells Fargo Advisors in Greenville, SC, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2016. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Kenneth Hicks is a CFP® professional with 30 years of industry experience. He has worked at Raymond James & Associates since 2018, following prior roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary investment approach.

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 "Bubba" McAtee is a Financial Advisor with Merrill Lynch Wealth Management based in Greenville, South Carolina. He joined Merrill Lynch in 2025 through the Advisor Development Program and began his career in Charlotte, North Carolina, where he assisted clients with both banking and investment needs before relocating to Greenville. He specializes in areas including divorce transition planning, education planning, employee benefits planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Bubba earned both a bachelor's degree in Financial Management with an emphasis in Banking and Investments, as well as a minor in Accounting, and an MBA from Clemson University. He holds the Chartered Retirement Planning Counselor (CRPC) designation. During his time at Clemson from 2020 to 2024, he was a member of the Clemson Football program, an experience that contributed to his disciplined and team-oriented approach to serving clients. He works with individuals, families, business owners, athletes, entertainment professionals, and young professionals. Outside of his professional work, William McAtee enjoys baseball, basketball, boating, fishing, football, golfing, pickleball, running, skiing, and spending time with his family.

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 credential and 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using a variety of investment strategies.

Joseph Christiano is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he founded Christiano Financial Coaching and spent 15 years at Duke Energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

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.

Mary Crowley is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its Private Bank division since 2014. Outside of her advisory role, she serves as a board member of the Sagent Society, a Spartanburg-based women’s group that hosts speakers from various local associations and charities. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering customized financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.

Jonas Harley is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he collaborates with corporate executives and their families to develop financial plans tailored to their specific needs, values, and goals. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits & Planning Consultant, Executive Services; Workplace Planning Consultant II and I; High Net Worth Associate; and Financial Representative - Full Trader. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and possesses a California Insurance License. Outside of his professional career, Jonas has interests in baseball, fitness, football, hiking, museums, and reading.

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.