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.

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.

James Heaton Jr. is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors for 37 years before joining Raymond James in 2019. He is an officer and treasurer of the Riverstead Community Board, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementations through its advisory programs and affiliated firms.

Asher Moorhouse is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Stephen Fleming is a CFP® professional with 29 years of industry experience. He currently works at Cetera and has previously been affiliated with First Citizens Investor Services, Truist Investment Services, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and manages an Italian ice and custard shop and collects and sells coins through an online platform. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning services, and access to third-party money managers through a multi-manager platform.

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.

Brent Furnish is a financial advisor at Edward Jones in Greer, SC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining Edward Jones, where he has been since 2023. 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 strategies supported by a nationwide network of advisors and branch offices.

Jeffrey Earley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Woodbury Financial Services, Inc and Thrivent Investment Management prior to joining LPL Financial LLC and LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Alex Silva is a Financial Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex served in various positions within Fidelity Investments, including Planning Consultant in 2025, Investment Solutions Representative III from 2024 to 2025, Investment Solutions Representative II in 2024, and Investment Solutions Representative I from 2022 to 2024. Before joining Fidelity, Alex worked in Retirement and Benefits at Merrill Lynch from 2017 to 2021. Alex's professional experience encompasses financial consulting, planning, and investment solutions, with a focus on helping clients clarify their financial goals and develop strategies tailored to their needs. This background reflects a commitment to understanding and supporting clients' financial objectives. Outside of work, Alex has personal interests in cooking and baking, fitness, gardening, golf, military service, and music.

Coleman Huff is a financial advisor at Edward Jones in Greenville, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Duke Energy for three years, Securitas Infastructures for four years, and the Anderson County Sheriff's Office for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Adelina Vela is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at WesBanco Securities Inc. and Foresters Financial Services. Outside of her advisory work, she is a co-founder and developer of Hudson River Venue, a non-investment-related business. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, distinguished by its scale and breadth of financial activities alongside its advisory platform.

Benjamin Pearman IV is a financial advisor with LPL Financial in Taylors, SC, holding Series 63 and Series 66 licenses and having 20 years of industry experience. His prior roles include positions at South Carolina Bank and Trust, Sorrento Pacific Financial, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad advisory platform that offers financial planning, model portfolio programs, third-party asset management, and institutional solutions.

Paula Ann Conti is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Wells Fargo in 2025, she worked at Morgan Stanley for eight years and held positions at Carolina Capital Management and Securian Financial Services. Outside of her advisory role, she serves as a power of attorney and executor for a friend, managing their affairs and estate as needed. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.