DBA Big Money Retirement and Big Retirement

Johnathan Burgess is a Series 65 licensed advisor with four years of industry experience, currently associated with Burgess Investment Group, LLC. His work history includes roles at Big Money Management and Taxpayers Choice, as well as teaching at the George Dean School of Economics and Business. Outside of his advisory role, he serves as president of the University of South Carolina Alumni Association. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment process and offers a broad range of strategies and products, from long-term investments to higher-risk alternatives such as private placements and cryptocurrency funds.

Clemmy Osborne Jr. is a financial advisor at Big Money Retirement and Big Retirement with three years of industry experience. He holds a Series 65 designation and has previously worked at ReGenesis and experienced a period of retirement. Outside of his advisory role, Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. Big Money Retirement operates as a team of advisors providing ongoing portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment process across a wide range of strategies and asset classes, including alternative and higher-risk investments.

Tyler Decker is a financial advisor at Burgess Investment Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing, Wells Fargo Bank, and First Command Financial Planning. Prior to his financial career, he served nine years in the United States Military. Burgess Investment Group, LLC provides portfolio management and financial planning to individuals, charities, and high-net-worth clients through a team approach. The firm uses a multi-method investment process and invests in a broad range of products, including alternative and higher-risk instruments.

Charles Fox is a CFP® with 11 years of experience in the financial services industry. He is currently with Burgess Investment Group, LLC and has previously worked at firms including Fidelity, The Vanguard Group, and Edward Jones. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and products, including alternative and higher-risk instruments.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC in Greenville, SC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Jaynes has worked at several firms, including Agia and Northwestern Mutual, and is also appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients using a multi-method investment approach. The firm offers tailored investment programs and employs a broad range of strategies and products, including alternative and higher-risk instruments.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Outside of finance, he is a minority owner of a small family market garden business. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering strategies ranging from long-term buy-and-hold to short-term trading. The firm includes alternative investments in its product universe and discloses both hypothetical and actual performance results.

Edward Heiser Jr. is a Series 65-licensed advisor with Burgess Investment Group, LLC, bringing three years of industry experience. His background includes roles at Mutual of Omaha and prior work in various industries. He is also a licensed insurance agent and recommends insurance products. Burgess Investment Group provides portfolio management and financial planning to individuals, charities, and high-net-worth clients, employing a multi-method investment process that includes a broad range of strategies and asset classes. The firm operates as a team of 11 advisors offering tailored investment programs and written investment policies.

Luke Maloney Grimes is a financial advisor at Burgess Investment Group, LLC with a Series 65 designation and two years of industry experience. His background includes prior roles at Backcountry Inc. and Jarden Management, Ltd., along with an international sabbatical and periods as a student. Burgess Investment Group serves individuals, charities, and high-net-worth clients by providing portfolio management and financial planning through a team approach. The firm employs a multi-method investment process and offers a broad range of investment strategies, including alternative and higher-risk products.

Elizabeth Mungo is a Series 65-licensed advisor at Burgess Investment Group with one year of industry experience. She has previously worked at McIntosh Cottage LLC, Big Money Retirement, and Turner & Miss Curated Good, and has a background that includes teaching at multiple educational institutions. Outside of her advisory role, she owns and operates an art business focused on creating and selling original and print artworks. Burgess Investment Group is a team-based firm that provides portfolio management and financial planning to individuals, charities, and high-net-worth clients. The firm employs a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.

Kyle Conner is a financial advisor at Burgess Investment Group, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Curran Financial Partners and New York Life Insurance Company. His background also includes experience in online e-commerce and insurance. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients, employing a multi-method investment process and offering a broad range of investment strategies from long-term buy-and-hold to short-term trading. The firm markets both hypothetical and actual performance results and includes alternative investment products in its offerings.

Alan Pedraza is a financial advisor with Burgess Investment Group, LLC, holding a Series 65 credential. He has two years of industry experience and previously worked at Lowe's and has been associated with Clemson University and other organizations. Burgess Investment Group provides portfolio management and financial planning services to individuals, charities, and high-net-worth clients. The firm uses a multi-method investment approach and offers a broad range of strategies and investable products, including alternative and higher-risk instruments.