James Bross

Bob Powers is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2023. In his role, he focuses on developing personalized financial plans by understanding the unique needs of his clients' families and collaborating with them to align strategies with their goals. Before his current position, Bob served as a Financial Consultant I at Fidelity Investments from 2023 to 2024. His approach emphasizes helping clients feel secure about accumulating wealth and protecting their family's future. Outside of his professional work, Bob enjoys boating, family activities, golf, hiking, and spending time at the lake.

William West is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in developing strategic, alternative, and tactical investment strategies. With 17 years of experience at Merrill Lynch, he focuses on areas including professional asset management, portfolio analysis, concentrated stock planning, and investment research. William consults with individuals to provide personalized investment management services, emphasizing asset allocation and structured investment plans that align with family financial goals such as estate planning and generational gifting using trusts, Trusteed IRAs, and GRATs. He supports clients in planning for current and future income needs. William holds a Bachelor's Degree from Anderson University and is designated as a Personal Investment Advisor (PIA). He lives in Greenville, South Carolina, is a member of Westminster Presbyterian Church, and serves on the board at Anderson University.