Top financial advisors working with self-employed clients in Greer, SC

Melanie Hendrix is a financial advisor with Thrivent Investment Management in Greer, SC, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm emphasizes holistic, goal-based planning and offers clients the option to combine planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separate planning and portfolio management services.

Gabriel Nussbaum is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and two years of industry experience. Before joining LPL Enterprise in 2025, he worked at LPL Financial and Johnson Controls Inc., among other roles. He is also involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of financial planning, advisory, and brokerage services using an integrated platform that combines adviser programs with active sales of financial products, including insurance.

Joshua Blackwelder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Cambridge since 2019. Outside of his advisory role, he is a committee member of Covenant Church in Greer, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts with financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals. The firm offers various portfolio management solutions, including proprietary models and third-party strategies, tailored to client objectives across multiple platform arrangements.

Adam Satterfield is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Empower, he worked at TIAA and TIAA-CREF from 2018 to 2025. Outside of finance, he was involved with the Latin American Chamber of Commerce of Charlotte in 2018 and served at the Second Baptist Church of Kings Mountain from 2017 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.