YOUR TEAM.

Brian began his investment career in 1999 right at the very top of the biggest stock bull market. During his career, he has helped his clients successfully manage their investments through the 9/11 terrorist attack, 2 equity bear markets, a housing bust, a credit implosion, and the COVID Pandemic. He has built his career on the foundation that how well you manage your investment returns during the market downturns will ultimately determine your long-term performance. As a co-founder of Parallel, Brian enjoys communicating and helping clients understand the very complex and dynamic changes that affect our economy and markets daily. Brian is a Florida State University graduate, a CFA charterholder, and a Chartered Market Technician. Brian is married to Jeanne Boughner and they have a 21-year-old daughter, Selah and 10-year-old son, Noah. They attend The Village Church in Greenville and are very active in the community. Brian’s involvement includes: Leadership Greenville, board trustee of the South Carolina Children’s Theatre and Project Host. Jeanne is an IT project manager for DPR Construction and serves on the board of East Link Academy, a charter school. Brian enjoys the outdoors and regularly bikes, runs, and backpacks the mountain trails here in the southeast. He is also very passionate about the upstate art scene and has performed in productions at many of the local theaters.

Since 1999, Greg has been passionately building investment portfolios used by clients to achieve their financial goals. Prior to Parallel he was co-manager of approximately $1 billion while at Sterling Capital Management. He also excelled as a Portfolio Manager at the Private Bank of Bank of America where he managed both client accounts and institutional model portfolios. Earlier in his career, Greg was a founding member of the Trading Analytics team while working for Charles Schwab Co.  He is the author of the book Investment Lessons of 2020: How an Unprecedented Year Taught Us Everything About Investing.   As the Chief Investment Officer at Parallel, Greg’s investment process emphasizes a rules-based approach with a focus on high-quality assets, risk management and blending both fundamental and technical analysis. He is an advocate for the behavioral aspect of investing and believes a sound investment process should include steps that try to reduce investor emotional decisions. Greg holds his Master of Business Administration with a concentration in Finance from the University of Central Florida and a bachelor's degree from the University of Mount Union. In addition, he holds the designations of Chartered Financial Analyst and Chartered Market Technician.  Greg and his wife Faith live in Raleigh, NC. Faith is an aerial circus instructor and performs all over the east coast. When he takes a break from studying the market, Greg can often be found riding his bicycle on the local greenway trails or walking in the park with Faith.

Susan started her financial service career in 1997 after graduating from Wofford College with a BA in Finance. After college, she took her first job working in Columbia, SC in banking and worked through the management training program.  She worked in banking for 9 years before making a change to insurance and investments. As the Chief Compliance Officer at Fiduciary Alliance, she is committed to protecting clients and upholding the highest fiduciary standards. Susan ensures that the firm operates in full alignment with regulatory requirements while maintaining a strong culture of ethics and transparency. Susan lives Greenville, SC with her husband, Stan and her son, Andrew. They love taking advantage of being close to the heart of the city by enjoying the festivals, markets and quaint restaurants that Greenville has to offer.  She is an active member of the Gridley Club and Colonel Elias Earle Historic District Association. On the weekends, you can find Susan and her family enjoying the outdoors. They are often biking the Swamp Rabbit Trail or hiking in one of the fantastic state parks near Greenville.

Gina is a CFA Charterholder, has an MBA, and an undergraduate degree in International Business. She started her finance career working in New York City and was part of the equity derivatives team at RBC Dominion Securities. She left to pursue her MBA from the Australian Graduate School of Management at the University of New South Wales. After the MBA, Gina moved to Switzerland and continued her career working for Lloyds TSB and Saad Financial Services in Geneva Switzerland. After living and working abroad for many years, Gina was excited to have the opportunity to move back to the United States. After they returned to the states, Gina decided to take some time off to be with her family. Gina’s family was based in Greenville for five years before moving to France for her husband’s job for a couple of years. Gina taught math for three years before joining Parallel Financial in 2022 as a trader / analyst. Gina and her husband Olivier have two boys and are happy to call Greenville their home. Olivier is the Chief of Staff and Head of Corporate Strategy for Michelin North America. They are members of Christ Church Episcopal Church and enjoy attending shows at the Peace Center. Gina enjoys traveling, running, and biking on the Swamp Rabbit Trail as well as watching her sons play sports and volunteering with their Boy Scout Troop.

Hailing from the heartland of Kansas, Sara's journey embodies the spirit of adaptability and continuous learning. Armed with a Bachelor's degree in Education, Sara embarked on her professional path as a dedicated educator, nurturing young minds with her passion for knowledge. Transitioning gracefully into the role of a devoted stay-at-home mom to her three children, Sara's nurturing nature and analytical prowess continued to shine. Now, as an integral part of Parallel Financial's behind-the-scenes team, Sara finds fulfillment in leveraging her keen analytical skills to contribute to the company's success. Her penchant for detail and dedication to excellence make her a valuable asset in ensuring seamless operations. Residing in Flower Mound, TX, alongside her husband of 25+ years, Sara shares her home with her son and their beloved golden retriever. With a family history marked by adventure and relocation, having moved 8 times due to her husband's career, Sara has cultivated a deep appreciation for diversity and new experiences, having explored various corners of the country. In her leisure moments, Sara finds solace in the rhythm of her feet pounding the pavement, indulging in the company of her furry companion during leisurely strolls, and whipping up delicious creations in the kitchen. A bibliophile at heart, Sara also finds joy in losing herself within the pages of a captivating book, embracing the simple pleasures that enrich her life.

For almost 15 years Candace assisted companies in improving productivity and efficiency among their employees. Working with members of the Fortune 500 and helping them strategically align their employees' safety metrics and performance truly resonated with her. She was taught to have an entrepreneurial spirit from a young age and that our economy is built on the small business owners in this country. Transitioning into the financial arena was a natural evolution for her. No one can put a price on being able to sleep at night. Making a difference is what truly drives her to help clients grow and plan for beautiful and fruitful lives. Candace is volunteer to help those in need by bringing yoga into facilities as a Certified Yoga Instructor. She also holds board positions on a two different not for profit organizations and has been instrumental in creating a community gardening project. When she's not gardening or trying to save the world, Candace can be found doing yoga, cycling, traveling, and spending time with her family and friends.

Born and raised in Greenville, SC, Shelby brings over six years of experience in marketing and event management, with a particular passion for corporate events. A proud graduate of the University of South Carolina, Shelby earned a degree in Hospitality Management and Administration, where she discovered her love for connecting people and creating memorable experiences. Outside of work, Shelby is all about bringing friends and family together for a good time, whether it's around a table at the latest restaurant, in the kitchen trying a new recipe, or at a live show. She’s always exploring new ways to make every moment feel a little more special.

Originally from Charleston, SC, Caroline holds a degree in International Business and Management from the University of South Carolina. With a strong foundation in marketing and client relationship management, she is passionate about creating meaningful, value-driven connections that make an impact. Her experience spans both on collaborative team settings and fast-paced environments. Outside the office, she loves to stay active and be outdoors. From hiking new trails, playing pickleball, and being a regular at barre workout classes. She also enjoys cooking new recipes, spending time with family and friends, and being a coffee enthusiast. Always eager to try new things, Caroline embraces opportunities to be pushed out of her comfort zone.

Born and raised in Myrtle Beach, SC, Carey brings over three years of experience in marketing and communications, with a particular passion for content creation and bringing brands to life. A proud graduate of Coastal Carolina University, Carey earned a degree in Communications with a focus on Public Relations and Integrated Marketing Communications, where he discovered his love for storytelling and connecting people through compelling content. Outside of work, Carey is a self-taught guitarist who especially loves to modify and hot-rod guitars, along with dialing in amps using pedals and effects, always chasing the perfect tone. More than anything, he loves hanging out with his family and making memories together, always looking for new ways to make every moment count.

Nancy joined Parallel in February of 2018 as a Client Service Manager. Prior, she spent 15 years with BB&T as a Wealth Client Specialist. She also worked as an Executive Recruiter with Management Recruiters International for 10 years placing accounting and financial personnel primarily for manufacturing firms located in the southeast. She truly enjoys working with clients and is the poster child of being a people person. Her role at Parallel involves making sure our clients have a wonderful experience when they call and visit our office. She also attended the University of South Carolina and is originally from Pennsylvania. Nancy loves cooking and spending time with family and friends. She has a son (William) and her cat’s name is Murphy. She also actively volunteers at the nursing home where her mother resides.

Jordan enjoys helping clients prepare for retirement through robust financial planning. His 5-step planning process gives clients clear goals and confidence that they will be able to maintain their lifestyle in retirement. While he works with various professionals such as dentists and lawyers, he has also developed a niche for serving widows who are suddenly burdened with the responsibility of managing their own investments. Jordan regularly posts content for widows on his website, www.widowsfinancialharbor.com. Jordan grew up in Greenville, South Carolina. He attended Clemson University and graduated cum laude with degrees in Biological Sciences and Spanish. He received his Juris Doctor from the Charleston School of Law.After graduating from law school, Jordan joined an independent investment adviser in South Carolina as General Counsel, where he worked for 4 years. He then transitioned to a financial advisor role at one of the “big box” firms. Jordan joined Parallel Financial as a financial advisor in 2020. Jordan and his wife have been married for 15 years, and they have 5 children. His wife is a dentist in Simpsonville. Jordan and his family are parishioners of St. Mary’s Catholic Church in Greenville. In his free time, Jordan enjoys reading, pickle ball, golf, and spending time with family. On any given Saturday in the Fall, he can be found watching his Clemson Tigers with his wife and children.

Justin embarked on his financial career in 2010 following the completion of his Business Management degree from Furman University. Over the years, he has gained extensive experience in private banking across multiple institutions, achieving distinguished credentials such as the Certified Financial Planner™, Chartered Financial Consultant®, and Certified Retirement Counselor® designations. Specializing in comprehensive financial planning strategies, Justin focuses on supporting business owners and families. He prioritizes his clients' holistic well-being, guiding them to make financial decisions aligned with their values and core priorities. As an engaged member of the Financial Planning Association, Justin actively contributes to community service by educating on financial literacy throughout North and South Carolina. During his leisure time, he indulges in golf, maintains an active lifestyle at the gym, and enjoys discovering new destinations.

David’s guiding principle for his wealth management practice revolves around the fact that “how we handle our money should positively impact our lives and the lives of those around us” and all financial decisions should be made, based on how they can enhance our lives. When it comes down to it, it is not really about the money, but what the money can do for us. To educate and inspire the masses about financial wellness, David started The Weekly Wealth Podcast in 2020. You can listen to episodes of the podcast by visiting www.weeklywealthpodast.com or listening on Apple, Spotify and any of the other major platforms. David has been married to his beautiful wife, Jill for 20 years and the proud parent of a college junior and twin high school juniors. Through the busyness of their family and professional lives, David and Jill have always strived to remain active. David has run five marathons, completed the 300 mile ride4life cycling event twice, and completed the 100+ mile Assault on Mt Mitchell twice. In his previous career, David was a Tennis Professional and currently spends as much time on the tennis court as possible.

Peyton's passion for finance began early in college at Clemson University where he obtained a Bachelor of Science in Economics. He was a member of the Clemson co-ed cheerleading squad where he was co-captain his senior year. This gave him a lot of discipline and vision for how he wanted to lead and serve after college. After graduating in 2016, Peyton pursued a career in financial services at Ameriprise Financial. His desire to serve his clients individual needs led him to join Parallel Financial in 2019 where he can bring a proactive approach for his clients and friends' financial goals. Peyton's primary focus is using a financial plan to drive his conversation and advice for his clients, allowing them the freedom to dream big. He primarily works with medical professionals, business owners, and retirees where he focuses on the individual client's needs. Peyton, by nature, is creative, and his ideas and approach, as well as being focused on connections, enable him to bring the best solutions to his clients' tables. Partnering with CPA firms, payroll companies, and other professional services allows him to build benefits packages for his business owner clients. With a large portion of his family being in the medical field, he has put a large focus on medical professionals. Helping them with student loan management, investment strategies, disability, and life insurance policies, and planning for financial freedom. Peyton met his wife, Lynsey, at Clemson University while on the Co-ed Cheerleading squad. They have been married since June of 2017. Lynsey is a registered nurse. They have two children, Whiley and Wilkes, with a third due in September 2024. They enjoy their local church, Hope Point, where they lead a small group together. Peyton also enjoys turkey hunting, golf, and working on project cars with his father. However, no hobby is more important than spending as much time as possible with his wife and kids.

Dean has been a leader in personal financial planning since the early 1990s, starting as an associate with Welch Advisors in Birmingham, AL, and later establishing his own RIA firm in Brevard, NC. His passion for client-centered, fee-based advising stems from his belief that advisors and clients should always be on the same team. After time at Edward Jones and Bison Wealth, he joined Parallel Financial in 2025, drawn to its shared commitment to empowering clients. An adventurer at heart, Dean thrives on challenges—whether it’s CrossFit, fly fishing in Brevard’s rivers, or hiking the Camino trail. He’s deeply involved in his community as a past president of the Brevard Chamber of Commerce, founding board member of the Friends of the Ecusta Trail, and a board member for SAFE and the Pisgah Health Foundation. Dean’s greatest pride is his family: three accomplished sons—a doctor, business owner, and Delta Airlines captain—and six wonderful grandchildren. For Dean, life is about relationships, growth, and making a lasting impact.

Anthony joined Parallel Financial in July 2026 and brings experience in relationship management, client service, operations, and marketing. He enjoys solving problems, helping others, and building processes that make teams more efficient. Originally from the Chicagoland area, Anthony has called Greenville home since 2016, where he lives with his wife, Lauren, and their daughter, Wells. Outside of work, he enjoys playing basketball and golf, staying involved in the local community, and cheering on his favorite Chicago teams: the Bulls, Bears, White Sox, and Blackhawks.

Chris Wilbratte has 32 years of experience working with Business owners and entrepreneurs. As a lifelong entrepreneur, he has a unique perspective in the challenges and opportunities that they face. He helps them manage their financial world so they can focus on growing their business and spending time with their families.

Joseph Nelson founded Stewardship Investments in 2007 with a strong desire to come alongside people to help them invest wisely. His desire is to assist people with Comprehensive Financial Planning so that all aspects of their finances will be aligned with a biblical foundation. It is his passion that each client feels joyfully confident on their financial journey. Proverbs 21:5 states, “Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.” Joseph worked for eight years with a Bible translation mission spending most of that time in Kenya, Africa managing project funds. Here he saw firsthand the impact financial resources can have when used strategically for the kingdom. Joseph enjoys photography, time at the beach, pickleball, cooking, running and reading. He is a resident of Southern Florida, spending his summers in Minnesota. He and his wife Carol have three kids & three in-laws. They love spending time with their 6 grandkids! To view more about Joe’s background, please visit FINRA’s BrokerCheck Website.

Matthew Myrick joined the Stewardship Investments team as a wealth management professional in February of 2018, becoming a partner of the company in 2023. He previously served as Financial Aid Director in Christian higher education for nearly four years. His background includes communications consulting, business development, teaching business classes as an adjunct professor, and E-commerce marketing. Matt believes in biblical stewardship and feels that Psalm 24:1 perfectly illustrates how believers should understand their money: “The earth is the Lord’s, and everything in it, the world, and all who live in it” (NIV). It is the foundation from which he helps his clients achieve their goals. Matt’s greatest desire for a client of Stewardship Investments is to see them reach their goals by coming alongside them with the heart of a teacher and friend. He thrives on relationships and feels that true fellowship does not exist without genuine connection. Matt enjoys being outdoors–hunting, fishing, and hiking are some of his favorite things to do. He’s married to his high school sweetheart, Shelbi, and together they have two young sons, Hudson & Harrison.

Kathy Marschke joined Stewardship Investments in February of 2022. She has a background in non-profit organizational management and program administration and previously served as the Director of a faith-based community education program. She values being part of a team committed to providing effective financial planning services with a focus on biblical stewardship. Kathy earned her bachelor’s degree in Political Science from Arizona State University and her Master of Public Administration (MPA) degree from the University of North Dakota. She is passionate about helping others and is dedicated to using her experience and background to assist with client and operational needs at Stewardship Investments. Kathy and her husband, Jay, live in Houston, Texas and have four adult children, and one grandchild. She enjoys spending time with family and friends and hosting get-togethers. She also loves hiking, boating, reading, volunteering, and woodworking projects.

Tabitha Lundstrom joined Stewardship Investments in February 2015 with the desire to be part of a team that empowers clients to make wise financial decisions. Her enthusiasm for research and working with people led to a BS in Psychology from Bemidji State. She has a background in tutoring, teaching, and previously served as church treasurer. With nine years of experience in client services, Tabitha helps ensure that the team’s day-to-day operations run smoothly and efficiently. Leveraging her understanding of processes and procedures, she develops frameworks that streamline our operations so that we can meet our clients’ needs with care and precision. Tabitha also collaborates with our compliance department to help ensure that we are meeting industry guidelines and regulations. In her free time, Tabitha enjoys reading, gardening and spending time outdoors. She makes her home in Bemidji with her husband, Jonathan and their two little girls.

Gracie is training to be a Wealth Manager. Growing up watching her dad, Joseph, help clients see the eternal value they can bring to the Kingdom, she developed a similar passion for coming alongside people in their financial journeys. Gracie received her bachelor’s degree from Oak Hills Christian College with a double major in Psychology and Biblical Studies. After seven years in Business Management, she is making the transition to personal financial advising to follow her passion and what she feels called to do. Gracie and her husband Preston live in Bemidji, Minnesota, where they spend time volunteering in the church and community. She likes to spend time on the lake swimming, fishing, and kayaking with friends and family, and she also enjoys golf and spending time outside. When she can’t be outside in the winter months, she likes to play board games and read.

Bob has over 25+ years of experience in the financial services industry, specializing in investments, insurance, and wholistic planning. Bob’s clientele consists of those who genuinely appreciate his hands-on approach to business, trusting his vast product and industry knowledge. He has guided his clients successfully through 2 equity bear markets, a credit implosion and an ongoing global pandemic. With the degree of confidence and commitment Bob builds with his clientele, the bonds often become deep, meaningful, long-term, and multi-generational. Holding securities and life insurance licenses in numerous states, Bob is able to meet the broad scope of his clients’ needs from start to finish. Bob is a 1983 graduate of Miami University in Oxford, Ohio with a Bachelor of Science in Manufacturing Engineering. He is a Michigan native and spent some time in Florida before choosing Atlanta as his home. Outside of work he enjoys outdoor endeavors spending time in the North Georgia mountains or any beach.

Randall founded Kingdom Wealth Management to help clients prioritize their goals and dreams and develop individually-tailored strategies to work toward achieving them. By examining cash flows, educational needs, retirement expectations, estate planning desires, and risk exposure from a Biblical perspective, Randall delivers comprehensive financial planning solutions. These solutions include faith-based asset allocation, modeling, investment, and insurance strategies consistent with his clients’ time horizons, risk tolerances, and overall financial objectives. While allocation does not ensure a profit or guarantee against loss, it is a method used to help manage risk. Randall is an ordained minister. He served as the President of TOUCH Outreach Ministries in a full-time capacity for 18 years prior to entering the financial services industry in 2010. In his role as the head of a faith-based nonprofit, Randall saw the powerful, life-changing impact financial resources can have when used strategically.

Barry founded Merrimack Wealth Management in 2002 with a vision of helping people reach their retirement goals and have a comfortable lifestyle. With over 30 years of experience in the financial services industry, he specializes in Social Security benefit planning as it fits in with the overall retirement plan of soon to be retirees. Other areas of expertise include college planning, debt planning, and asset management. Barry graduated from Nichols college in 1989 with a BS in Finance and Accounting. Barry values involvement with his community and he helped with the introduction of Tyngsboro Youth Football and has experience on the Tyngsboro school committee. Barry lives in Seabrook Beach, NH with his wife, Suzanne. He enjoys spending time in Naples, Florida playing golf and enjoying the sun. Barry and Suzanne have four children and two grandchildren, Charlotte and Lydia, who they spoil as much as they can.

rian, along with his brother Barry, serves as Principal and Senior Financial Advisor of Merrimack Wealth Management. Brian brings a wealth of knowledge to the firm with expertise in investment management, retirement planning, social security strategies, and college debt planning. Brian attended Nichols College where he earned a degree in Business Administration. He is active in his community, having served on the Tewksbury School Committee for six years before serving a term on the town’s Select Board. Brian lives with his wife, Michelle, and their two dogs Moby and Maisey, splitting time between Tewksbury and Sandwich, MA. He has three children and recently became a grandfather (with more on the way). He is an avid golfer and enjoys playing at his member course, Long Meadow Golf Club, as well as the many great courses on Cape Cod.

JT joined Merrimack Wealth Management as an Advisor in 2020. He plays a key role in both client engagement and the day-to-day functioning of the firm. As an advisor, JT focuses on relationship development, onboarding, and helping families design personalized strategies tailored to their goals. JT is also deeply involved in the firm’s internal processes, ensuring a seamless client experience and efficient team workflow. He manages technology integrations and supports the ongoing optimization of service delivery. His ability to bridge strategic planning with operational execution makes him an integral part of our team. JT graduated from the University of Rhode Island in 2017. He currently resides in Amesbury, MA with his wife, Jillian, and their two daughters, Charlotte and Lydia.

Kevin joined Merrimack Wealth Management as an Advisor in 2025. Prior to Merrimack Wealth Management, Kevin spent seven years in the banking industry in various roles. Most recently, Kevin served as a Portfolio Manager with Citizens Private Bank assisting the firm’s high net worth clients. Kevin attended Stonehill College where he earned a bachelor’s degree in Finance ​and Entrepreneurship and was a four-year member of Stonehill’s football program where he played wide receiver. Kevin lives in Wakefield, MA with his wife, Brittany and their son, Warren.

Sam is the driving force behind Guard Legacy, a seasoned financial advisor with over 20 years of experience helping individuals and families secure their financial futures. His journey to success started at elite institutions like J.P. Morgan and Merrill Lynch, where he honed his expertise before co-founding Guard Legacy. As a Certified Exit Planner (CEPA), Sam specializes in guiding business owners through the complexities of planning their exits, ensuring they maximize value and achieve their long-term goals. With a unique background in aviation and deep ties to the aerospace and precision manufacturing industries, Sam has an insider's understanding of the financial challenges that business owners and professionals face. But Sam’s not just about business—he’s a passionate athlete and a certified CrossFit L1 coach, constantly pushing himself to new heights in the gym and in life. Beyond his professional accomplishments, Sam is a dedicated community leader. He mentors young people at his church and strives to make a lasting, positive impact wherever he goes. Whether he's cheering on his favorite Formula 1 teams, exploring new cities, or chauffeuring his active family around, Sam is always on the move, living life to the fullest.