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, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked for Greenville County Schools for 13 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

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 at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Ameriprise Financial Services, Inc. Outside of his advisory role, he is also a notary in Greenville, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio management options and utilizing advisor support tools that do not make investment decisions.

Jonathan Mitchell is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at MAU Workforce Solutions and Wofford College. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a network of investment adviser representatives and third-party asset managers.

Michael Lee is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, J.P. Morgan Securities, and Banc One Securities Corporation. Lee also engages in public speaking on investment-related topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and additional financial services.

Bradley Vaughan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving in this role since 2003, focusing on wealth management strategies, liability management, insurance, and investment management. Bradley assists clients with estate planning, portfolio development, tax minimization strategies, and lending solutions through Bank of America. He is a specially qualified Senior Portfolio Advisor who provides traditional advice and guidance, while also building and managing custom investment strategies and selecting from a wide range of Merrill model portfolios and third-party investment strategies. In his capacity as a Senior Portfolio Advisor, he may manage client strategies on a discretionary basis through the firm's Investment Advisory Program. Bradley earned a degree in Financial Management from Clemson University and holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes, appearing multiple times on their "Best-in-State Wealth Advisors" and "Top Next-Generation Wealth Advisors" lists. In addition to his professional commitments, Bradley engages in various personal interests such as adventure sports, boating, football, music, pickleball, racquetball, skiing, spending time with his family, table tennis, and tennis. He is also involved in professional organizations and community activities.

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Kyle Goff is a Series 66-registered financial advisor with LPL Financial, based in Greenville, SC, and has two years of industry experience. He previously worked at UBS Financial Services and has a background in the food service industry with multiple roles at Chick-fil-A. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad range of financial products.

Devin Aylward is a Financial Consultant currently with Fidelity Investments, having held this role since 2026. Prior to this, Devin served in various capacities within Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative from 2022 to 2026. Devin focuses on creating personalized financial plans that align with the priorities and goals of clients and their families. His approach involves simplifying financial decisions to help clients move forward with clarity and confidence. Outside of his professional role, Devin has interests in cars, fishing, lake activities, outdoor adventures, and traveling.

Frederick Phillips Jr. is a financial advisor with Morgan Stanley in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a 25% partner in Twin Oaks Development, a commercial real estate investment entity in Spartanburg, SC. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations as part of its process.

Mary Brockman is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience as an educator at several schools, including Hilton Head Island High School and Waccamaw Middle and High Schools. Outside of finance, she has experience working at Quiet Storm Surf Shop. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise-managed accounts.

Steven Sasser is a financial advisor with Cambridge Investment Research Advisors in Greenville, SC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. In addition to his advisory role, he serves in the South Carolina Air National Guard and is involved as Treasurer and Board Member of the 5/6 Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing a range of discretionary and non-discretionary strategies across multiple platforms.

Mary Watson is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, Watson serves as Vice President of the Roper Professional Park Property Owners Association and Chair of the Westminster Endowment Committee, and she is involved in managing operations at Elevate Management Firm, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.