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.

Kaid Koester is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Stifel Financial Corp, Capes Sokol Goodman & Sarachan PC, Brown Smith Wallace, Kaufhold and Associates PC, and St Louis University School of Law. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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 financial advisor at LPL Financial with two years of industry experience. Before joining LPL Financial in 2025, he worked at UBS Financial Services, Inc. for one year and has prior experience in various roles including at Chick-fil-A and Colliers International. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.

Asher Moorhouse is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has one year of industry experience and previously worked at an industrial bonded warehouse and attended Anderson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Stephen Fleming is a CFP® with 29 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2014 and joined Cetera in 2024. Outside of his financial advisory work, Fleming owns an Italian ice and custard shop in Greenville, SC, and is involved in the numismatics business through the sale of coin collections on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, ranging from automated allocations to bespoke strategies, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

John Wyatt is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and two years of industry experience. Before joining Cambridge, he spent twelve years at SC Tool Service Inc., a manufacturing business. He also serves as treasurer and volunteer for Trail Life USA. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Jennifer Collins is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Raymond James & Associates since 2015 and at Raymond James Financial Services, Inc. since 2018. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management styles and affiliated research.