Wynne Curran is a financial advisor at OSAIC with 13 years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2026, Curran worked at LPL Financial for 21 years and Independent Advisor Alliance, LLC for five years. Curran is involved with The Curran Family Fund, a donor advised fund established in 2023. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment types and supports both discretionary and non-discretionary account management.

Kiefer Ogburn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously worked at UBS Financial Services from 2015 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Adam Parker is a CFP® with six years of industry experience currently affiliated with Charles Schwab in Greenville, SC. His prior work includes positions at Fidelity Brokerage Services LLC and Palms Associates, among others. There are no additional notable outside activities reported. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related services. The firm offers a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts, supported by a centralized and integrated operational structure.

Stacie Wallice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked at Sage Wealth LLC, Waddell and Reed, Inc., and ran her own firms, including Stacie Wallice, LLC and Integrated Divorce Strategies. She serves as a board member for a nonprofit organization in the South Carolina Upstate region. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both in-house and third-party sources.

Thiago Pinheiro is a financial advisor with Charles Schwab in Greenville, SC, holding CFP® and ChFC® designations and eight years of industry experience. His prior roles include positions at Northwestern Mutual and multiple smaller firms. He serves as a committee member at the Darla Moore School of Business and on the University of South Carolina Athletics Hall of Fame Selection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

Joseph Brown is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in healthcare and community organizations, including Interim Healthcare of the Upstate and New Covenant Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services, supported by a large national network of financial advisors and branch offices.

Kayla Campbell is a Series 66-credentialed financial advisor with three years of industry experience, currently with Thrivent Investment Management. Her prior work includes roles in healthcare and education sectors. Outside of advising, she operates a small baking business, creating decorated cookies for private events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Jeremiah Davis is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations to support its financial planning process.

Matthew Howard is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has held positions at multiple firms including Park Avenue Securities, Guardian Life Insurance, Fidelity Bank, and LPL Financial LLC. Outside of his advisory role, he is involved with Foothills Property Group as a realtor, though only for personal purchases. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Courtney Turner is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dave Devore is a Planning Consultant at Fidelity Investments, where he assists individuals and families in creating and developing financial plans aimed at achieving their short- and long-term financial goals. He has been with Fidelity Investments since 2020, progressing through roles including Workplace Planning Consultant and Investment Management Consultant II before his current position. Throughout his tenure at Fidelity, Dave has focused on financial planning and investment management, providing guidance to clients to help them align their financial decisions with their objectives. Outside of his professional work, Dave engages in family activities and enjoys playing golf and tennis. He also has a background in military service.

Richard Muncaster is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2016. Outside of his advisory work, he is involved with the Greenville Clemson Club and Meals on Wheels of Greenville. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a mix of proprietary models and third-party strategies tailored to client objectives.

Ricky Garner is a financial advisor with MassMutual Investors Services in Greenville, SC, holding Series 63 and Series 65 credentials with 14 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he is involved as a producer for group health and ancillary benefits. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and methodologies to guide investment strategies without exercising discretionary authority.

Giovanni Luccia Jr. is a financial advisor with Ameriprise in Greer, SC, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on the board of St. Giles Presbyterian Church, including leadership positions on the Missions Board and Endowment Committee, and owns a tax preparation business as well as a consulting firm that assists Ameriprise advisors with business setup and strategic planning. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Aiden Glancy is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2023 to 2025 at the same company. He also gained experience as an Insurance Intern at Northwestern Mutual in 2018. He specializes in retirement and long-term financial planning, working closely with clients to simplify complex decisions regarding saving, investing, income strategies, and long-term security. As a lifelong resident of Greenville, South Carolina, he draws on his deep understanding of the community to assist individuals and families in building confident financial futures. Outside of his professional work, Aiden enjoys family activities, fishing, golf, spending time at the lake, and traveling.

Andrew Plumblee is a financial advisor at Wells Fargo Advisors in Greenville, SC, with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Greenville County Schools for 13 years. He holds Series 65 and Series 63 designations. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business‑owner transition and special‑needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Bobby Moore is a financial advisor with Edward Jones in Easley, SC, holding ChFC® and Series 66 credentials and bringing five years of industry experience. Prior to joining Edward Jones, he worked at New Spring Church and has served in the South Carolina Army National Guard since 2004, currently holding the rank of First Sergeant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Brandon Mills is a financial advisor with LPL Financial in Greenville, SC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services and Ameriprise Financial Services, Inc. Outside of advising, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Jonathan Mitchell is a financial advisor with Equitable Advisors in Greenville, SC. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining Equitable Advisors, he worked at MAU Workforce Solutions and spent several years at Spartanburg Christian Academy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Michael Lee is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc for 16 years. Michael also engages as a public speaker on investment topics. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.