DBA Big Money Retirement and Big Retirement

Johnathan Burgess is a Series 65-licensed financial advisor with four years of industry experience, currently with Burgess Investment Group, LLC. He has worked at Big Money Management since 2018 and previously held roles outside of finance including at the George Dean School of Economics and Business and Capri's Italian. Burgess serves as president of the University of South Carolina Alumni Association. Burgess Investment Group, LLC provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm combines various analytical approaches and trading strategies and offers a subscription newsletter with investment recommendations, including on cryptocurrencies.

Clemmy Osborne Jr. is a financial advisor with the firms DBA Big Money Retirement and Big Retirement, holding a Series 65 credential and three years of industry experience. His prior roles include positions at BIG Money and ReGenesis. Osborne serves on the finance committee of Freedom Fellowship and is a board member of the Pebble Grove Home Owners Association. BIGL documents client objectives and risk tolerance in an Investment Policy Statement and uses a range of analysis techniques alongside both long-term and short-term trading tactics to manage portfolios. The firm serves individual and high-net-worth clients through discretionary portfolio management and financial planning.

Tyler Decker is a financial advisor with Burgess Investment Group, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at TD Bank N.A., TD Private Client Wealth LLC, Wells Fargo Clearing, Wells Fargo Bank, and First Command Financial Planning. He also served in the United States Military for nine years. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs various investment strategies, including long- and short-term trading tactics, and offers a paid subscription newsletter with buy/sell recommendations and cryptocurrency commentary.

Charles Fox is a CFP® with 11 years of industry experience, currently with Burgess Investment Group, LLC. His prior experience includes roles at Fidelity, The Vanguard Group, MassMutual, and Financial Engines Advisors. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, offering a paid subscription newsletter with investment recommendations. The firm employs a range of analytical approaches and trading strategies, serving several hundred client relationships with approximately $147 million in assets under management.

James Jaynes III is a financial advisor with Burgess Investment Group, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual and Agia. He is also appointed as an agent to sell non-securities insurance products for Agia. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs a range of analysis techniques and trading strategies and offers a subscription newsletter with buy/sell recommendations, including cryptocurrency commentary.

Matthew Hastings is a financial advisor at Burgess Investment Group, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan and Bank of America. Outside of finance, he is a minority owner of a small market garden business. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a range of analytical approaches and trading strategies. The firm also offers a subscription newsletter with investment recommendations and manages approximately $147 million in assets.

Edward Heiser Jr. is a financial advisor at Burgess Investment Group, LLC with three years of industry experience and holds a Series 65 designation. His prior work includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. He is also a licensed insurance agent who recommends insurance products. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs a range of investment strategies, including technical and fundamental analysis, and offers both long-term and short-term trading approaches.

Luke Maloney Grimes is a Series 65-licensed advisor with Burgess Investment Group, LLC, where he has worked for three years. He has two years of industry experience and previously held roles at Backcountry Inc. and Jarden Management, Ltd. He spent several years abroad on an international sabbatical between 2016 and 2019. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a range of investment strategies, including fundamental and technical analysis, and manages approximately $147 million in assets across discretionary and non-discretionary accounts.

Elizabeth Mungo is a financial advisor with Burgess Investment Group, LLC, holding a Series 65 designation and one year of industry experience. Her background includes roles at Big Money Retirement, Turner & Miss Curated Good, and the University of South Carolina. Outside of finance, she owns an art business focused on creating and selling original and print artworks. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies from fundamental to technical analysis and offering both long- and short-term trading options. The firm manages approximately $147 million in assets and delivers a paid newsletter featuring buy/sell recommendations, including coverage of cryptocurrencies.

Kyle Conner is a financial advisor with Big Money Retirement and Big Retirement in Greenville, SC. He holds a Series 65 designation and has two years of industry experience. His prior roles include positions at Curran Financial Partners and New York Life Insurance Company. Burgess Investment Group, LLC provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $147 million in assets. The firm utilizes a range of investment strategies, including technical and fundamental analysis, and employs both long-term and short-term trading tactics.

Alan Pedraza is a financial advisor at Burgess Investment Group, LLC with Series 65 credentials and two years of industry experience. Before joining the firm, he worked at Lowe's and has held roles at Clemson University and Ware Shoals High School. Burgess Investment Group provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $147 million in assets. The firm employs a range of analytical techniques and trading strategies, including options and short sales, and also offers a subscription newsletter with investment recommendations.