Jeffrey Smith is a financial advisor with Compass Financial, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Compass Financial since 2010. In addition to his advisory role, Mr. Smith is a licensed insurance agent selling life, health, and variable insurance products. Compass Financial, LLC provides asset management and pension consulting services to individuals, small businesses, trusts, estates, pooled vehicles, and charities, with a particular focus on qualified retirement plan sponsors. The firm develops investment strategies based on client goals, time horizons, and risk tolerance, primarily operating on a non-discretionary basis and employing both fundamental and technical analysis.

Jeremiah Barwick is a financial advisor at Keen Capital, Ltd with a Series 65 designation and one year of industry experience. His prior work includes roles at Wealth Enhancement Group and TrinityPoint Wealth, LLC, as well as service in the United States Air Force. He has also worked in consulting and insurance prior to his current position. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations by providing comprehensive wealth management that integrates financial planning and investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds, ETFs, individual securities, and independent managers, and also offers accounting and tax-related services on fixed-fee arrangements.

Brian Duerson is a financial advisor at K2 Wealth Management with Series 63 and Series 65 registrations and four years of industry experience. His prior roles include positions at Two Tree Financial, GenXFinancial LLC, and OSAIC Wealth, Inc. Outside of advising, he is an owner and investor in Consecrated Holdings, LLC, a commercial real estate holding company. K2 Wealth Management provides investment management, financial planning, and educational seminars to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using mutual funds and ETFs, blending passive and active strategies with a focus on long-term holdings.

Daniel Matheson is a financial advisor at K2 Wealth Management with 16 years of industry experience. He holds the ChFC® designation and maintains dual registration with Aspen Capital Management and K2 Wealth Management during a client transition period. Matheson is also the owner and principal of K2 Business Group, which provides insurance planning and business consulting services, as well as K2 Tax Group, offering tax preparation and advisory services. K2 Wealth Management serves individuals, families, trusts, small businesses, and employer retirement plans by providing investment management, financial planning, and educational seminars. The firm emphasizes strategic asset allocation and evidence-based portfolio construction using a blend of passive and active investments, generally managing accounts on a discretionary basis.

Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.

Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.

Caine Crawford Sr. is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and two years of industry experience. He has been with Virtue Capital Management since 2023 and has a background working with the Federal Employee Advocacy Group and as an independent agent. Outside of traditional advisory roles, he is involved in financial education and planning specifically for federal employees. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers for over 4,000 clients. The firm uses strategic, tactical, and dynamic investment strategies primarily through mutual funds and ETFs, supported by quantitative models and an investment committee that oversees third-party manager selection and due diligence.

John Wrenn Sr. is a financial advisor at Synovus Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Synovus Securities since 2000 and Synovus Bank from 2006 to 2025, most recently joining Pinnacle Bank in 2026. Synovus Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services including managed accounts, mutual fund and ETF portfolios, financial planning, and alternative investments. The firm uses the Envestnet platform to deliver portfolio management tailored to client risk tolerance and provides additional services such as educational programs for ERISA plans and access to private offerings for qualified investors.

Jeffrey Grizer is a financial advisor with TIAA-CREF in Durham, NC, holding CFP® and CFA® designations and seven years of industry experience. He has been with TIAA and TIAA-CREF since 2014. Outside of his advisory role, he serves as president and finance elder of Cornerstone Presbyterian Church, where he helps oversee the church budget and financial matters. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Mark Ebert is a financial advisor with Commonwealth Financial Network based in Chapin, SC. He holds the Series 66 designation and has been with Commonwealth Wealth Financial Network since 2024. Outside of his advisory role, he serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through his ownership of Paramark, LLC, as well as consulting for an online orthopedic retailer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Wendy Sheffield is a financial advisor at Empower Advisory Group with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and as a self-employed advisor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Daniel Lauffer is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with TIAA and TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning with ongoing discretionary management and acts as adviser to a donor-advised fund.

Stephanie Hafter Lipford is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. She serves as a board member of the District Five Foundation, a nonprofit supporting local schools through fundraising and grant allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation.

Gregory Scott is a financial advisor at Empower Advisory Group with over six years of experience in financial services. He holds Series 63 and Series 66 licenses and has worked previously at The Mortgage Firm and Sheehan Cadillac. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Kevin Swander is a CFP® with three years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the University of South Carolina. In addition to his advisory work, he engages in outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning tailored to clients’ needs.

Robert Kopp is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and its related entities since 2020 and previously spent six years at Able South Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers both one-time and ongoing planning relationships and integrates planning with managed-account programs under a consolidated billing option.

Henry Summer is a CFP® with 38 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. He has held multiple roles including CPA and attorney since 1973 and is involved in several business activities such as managing his own accounting and tax preparation firms and serving as a board member and treasurer for the Newberry Area Council on Ministries of the United Methodist Church. Summer also serves on the Newberry County Election Commission. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various platforms and third-party strategists to implement discretionary and non-discretionary investment strategies.

Harry Cromer III is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he owns a photography business called Feathers and Frames in Chapin, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Michael O'Shaughnessey is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MML Investors Services since 2012. Outside of advisory work, he is also an agent involved in life, disability, fixed life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by technology tools and also delivers specialized programs such as divorce planning and employer-sponsored planning.

Mary Zamboni is a CFP® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2013. She has also been involved with Zamboni & Sipes, Inc. since 2003, where she serves as president and a board member of a non-public entity. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using multiple account platforms and both discretionary and non-discretionary management approaches.

Tenley Amerson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked across multiple Fidelity platforms since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS‑qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a diverse investable universe.

Bradford Mathis is a financial advisor with Edward Jones in Newberry, South Carolina, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Edward Jones since 2010. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Erica Sellers is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2017. Prior to that, she was with Saybrus Partners and Saybrus Equity Services from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Holland III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2009 and operates under Honor Wealth Management, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial product offerings.

Ann Overcash is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Northbridge Wealth Management and Wilson Financial Group, LLC. 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, supported by a large nationwide network of financial advisors and branch offices.

Myron Hunt is a financial advisor with Edward Jones in Prosperity, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawn Alexander is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016, following three years at BB&T Securities. Outside of her advisory role, she is president of Aurora and Associates International, LLC, a real estate holdings and management company, and also participates in direct sales of nutritional products through Isagenix. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and trading activities.

Buford Glover is a CFP® professional with 21 years of experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Avantax Insurance Services and Avantax Advisory Services. Glover is also involved as an independent insurance agent and serves on the board of Central United Methodist Church in Newberry, SC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals and multiple account platforms.

Thaddeus Dulin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. His outside activities include serving on nonprofit boards such as the Clemson University Board of Visitors, the South Carolina Governors School for the Arts and Humanities Foundation as treasurer, and the Neighborhood Cancer Connection, where he chairs the finance committee. He has also held leadership roles in local community and political organizations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Laura Batsche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2003. Outside of her advisory role, she is associated with BATSCHE FINANCIAL SERVICES, LLC. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Elizabeth Mathis is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to her financial services career, she worked for nearly three decades at the University of South Carolina as an IT Manager, overseeing Data Center Operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products through a large network of financial advisors and branch offices.

David Senn is a financial advisor at Edward Jones in Newberry, SC, with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. His son, William R. Senn, is also a financial advisor based in Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Mark Faulkenberry is a financial advisor with Treehouse Financial, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He is also a member of Brothers in Arms, LLC, a firearms business that sells firearms and provides firearms safety training. Treehouse Financial, Inc. offers investment advisory and portfolio management services primarily to individual and high-net-worth clients, managing approximately $1.43 million in assets across four client relationships. The firm typically provides non-discretionary management and is affiliated with an insurance company, enabling it to offer insurance products alongside investment advice.