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.

David Wilson is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at multiple firms including Avantax and Cambridge Investment Research and is currently associated with Oak Spring Financial, LLC. In addition to his advisory role, he is a partner at a public accounting firm providing accounting, tax, and payroll services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors.

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.

Michael Bigger is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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.

Marion Craine is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.

Donald Atkins is a financial advisor with Cetera in Spartanburg, SC. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Atkins previously worked at Concourse Financial Group Securities Inc for over two decades and currently serves as president of his own financial planning firm, Kyle Atkins Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.

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.

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.

Daniel Howard is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, Howard is involved with Miracle Hill Ministries, a foster care organization based in Greenville, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and fiduciary services through a large nationwide network of advisors and branch offices.