Forest Dutton is a financial advisor at Brightworks Financial Planning LLC in Lexington, SC, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Prisma Health, as well as service with the United States Public Health Service. Outside of advisory duties, he occasionally sells life and disability insurance as a sole proprietor. Brightworks Financial Planning provides financial planning, investment management, and retirement consulting for individuals, businesses, and pension plans. The firm employs both passive and active investment strategies and uses third-party managers and model marketplaces to manage approximately $72.9 million in client assets.

Lisa Taylor is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and two years of industry experience. She has previously worked with LPL Financial and Crescent Financial Group for 15 years. Taylor serves as a nonprofit board member for The Library Village Office Condo Regime Association. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA that serves individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors using model portfolios, third-party managers, and a combination of fundamental and quantitative analysis.

Brian Zarnick is a financial advisor with Truist Advisory Services in Lexington, SC, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous positions at BB&T Securities and BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Robert Blake is a financial advisor with Equity Services, Inc. in Lexington, SC, holding Series 63 and Series 66 registrations and bringing 18 years of industry experience. His prior roles include positions at National Life Group, Bankers Life Securities, Inc., ProEquities, Inc., and Bankers Life and Casualty Company. Outside of his advisory work, he owns RT Blake Financial Group, LLC, participates in a local lead sharing group through Business Network International, and serves as owner and managing director of Blake Insurance and Financial Group, LLC. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm employs a combination of proprietary and third-party investment platforms, emphasizing long-term manager-driven portfolios while offering both discretionary and non-discretionary trading options.

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Edward Jones. Bruner also serves as an officer in the US Army Reserve and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a wide range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models.

George Barnes is a financial advisor at &PARTNERS with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones. Outside of his advisory role, he owns a CPA and tax preparation business as well as an automated storage unit business. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, combining platform technology with proprietary and third-party strategy models to deliver customized investment solutions.

Elijah Harris is a Series 66 licensed advisor with Thrivent Investment Management, based in Lexington, SC, and has seven years of industry experience. He has been with Thrivent Financial and its affiliates since 2017 in various roles. Prior to his financial services career, Harris worked at Christian Builders and was involved with Sardis Baptist Church and Columbia International University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning that addresses a broad range of topics while keeping planning services separate from managed-account programs.

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Karen Ross is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, Palmetto Health, and owned a business called Cee Squared Services. Outside of her advisory role, she owns Karen Ross Properties, Inc., a real estate management company, though this activity is currently on hold. Edward Jones is a wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large network of advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rodney Dooley Jr. is a financial advisor with LPL Financial and holds the PFS™ and Series 66 designations. He has 21 years of industry experience, including roles at Cetera and Carolina Wealth Management. In addition to his advisory work, he is involved with Dooley & Company, LLC, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a broad platform of advisory and brokerage solutions.

Dumitru Gasan is a financial advisor with Edward Jones in Gilbert, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a soccer referee in Chicago. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm oversees approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Andy Shumpert is a financial advisor with Edward Jones in Leesville, South Carolina, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice lessons at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Christopher Jewett is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advisory work, he is involved in commercial property ownership through J Branch LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of financial advisors and branch offices across the country.

Rodney Dooley Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Cetera and Cetera Advisor Networks LLC and has operated Carolina Wealth Management, LLC since 2003. In addition to his advisory work, he has been involved in accounting and tax preparation through Dooley and Company, a CPA firm he has owned since 1983. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

Meredith Wilson is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She previously worked at Estates Management Company for 11 years before joining Thrivent Financial and Thrivent Investment Management. Wilson holds a Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Douglas Rickert is a financial advisor with Edward Jones in Leesville, South Carolina. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he operated Rickert Lawncare for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Alan Hyatt is a financial advisor with Thrivent Investment Management in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, Hyatt serves as a board member at Clemson University’s College of Business and is involved with the finance committee at Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based planning across a range of financial topics without discretionary trading authority.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Christopher Whitehead is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, he worked at Michelin North America and Bridgestone Retail Operations. Whitehead serves as president of the Columbia, SC chapter of Business Networking International, where he leads weekly meetings and participates on the leadership team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Kathy Bradley Belstock is a financial advisor with Edward Jones in Lexington, SC, holding a Series 66 designation and 19 years of experience with the firm. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Robert Davis Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he owns a cattle ranch. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a platform that accommodates various investment strategies and product offerings.

Greggory Vaughn is a financial advisor at Treehouse Financial, Inc. with 11 years of industry experience. He holds a Series 65 designation and previously worked at Becket Financial Group, H & R Block, and Kleen Sites Geoservices Inc. Treehouse Financial, Inc. provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $1.43 million in assets across four client relationships and offers primarily non-discretionary account management alongside insurance products through an affiliated insurance company.