Taylor Stokes is the sole advisor at Stokes Capital Advisors, LLC in Greenwood, SC. He holds the CFA® designation and has 10 years of industry experience. In addition to his advisory role, he owns Paradiddle Properties, LLC, which manages the office building leased by his firm. Stokes Capital Advisors provides portfolio management and investment consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm emphasizes dividend-growth equity selection combined with strategic asset allocation and conducts regular portfolio reviews, managing approximately $499 million across 277 client relationships.

John Cooper is a CFP®-designated financial advisor with Greenwood Capital Associates, LLC, where he has worked since 2016. He has 10 years of experience in the industry and previously worked for Bank of America and SouthState Bank from 2004 to 2016. Outside of his advisory role, Mr. Cooper is involved in property management as a joint owner and manager of Midtown Property Management, LLC. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for a diverse client base including individuals, high-net-worth families, institutions, and municipalities. The firm offers comprehensive financial planning and discretionary portfolio management, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Brian Disher is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Greenwood Capital Associates, LLC since 2015. Based in Greenville, SC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with DACC, LLC, an entity that holds lake property in South Carolina. Greenwood Capital Associates, LLC is an SEC-registered firm managing approximately $1.668 billion for a diverse client base including individuals, families, foundations, endowments, trusts, and institutional clients. The firm provides financial planning, discretionary portfolio management, and specialized investment services supported by a weekly Investment Committee and a range of strategic approaches.

Karen Smith is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds the Series 65 designation and has worked at Greenwood Capital Associates since 2016, following a year at South State Bank. Greenwood Capital Associates manages approximately $1.668 billion for individuals, families, foundations, endowments, trusts, and institutional clients, offering financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting. The firm utilizes a top-down investment approach overseen by a weekly Investment Committee and serves a diverse client base that includes municipalities, healthcare providers, and higher-education institutions.

Brandon Williams is a financial advisor at Greenwood Capital Associates, LLC with a Series 65 credential and one year of industry experience. Prior to joining Greenwood Capital Associates, he worked at Wallick Investments, LLC and has a background that includes roles at Columbia Playmakers, Penske Truck Leasing, Top Tier Baseball, Presbyterian College, and Tinley Park High School. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, families, institutions, and other clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, utilizing a multi-disciplinary investment approach overseen by a weekly Investment Committee.

Callie Roper is a financial advisor at Greenwood Capital Associates, LLC with 3 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC and Clemson University. Greenwood Capital Associates, LLC manages approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, and sub-advisory services, employing a top-down investment approach overseen by an Investment Committee that meets weekly.

Melissa Bane is a CFP®, ChFC®, and PFS™ with 12 years of industry experience. She has been with Greenwood Capital Associates, LLC since 2013. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.668 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.

Denise Lollis is a financial advisor at Greenwood Capital Associates, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Greenwood Capital Associates since 2013. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers personalized financial planning, discretionary portfolio management, sub-advisory services, model portfolios, and group retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

Claud Bond is a financial advisor at Greenwood Capital Associates, LLC in Greenwood, SC, holding Series 65 and Series 66 licenses with 17 years of industry experience. He has been with Greenwood Capital Associates since 2002. Greenwood Capital Associates manages approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by an Investment Committee.

John Wiseman is a financial advisor with Greenwood Capital Associates, LLC in Greenwood, SC. He holds Series 63 and Series 65 designations and has 19 years of industry experience, having worked at Greenwood Capital since 2006. Greenwood Capital Associates is an SEC-registered firm managing approximately $1.668 billion for about 635 clients, including individuals, high-net-worth families, foundations, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, and other services through a multi-team structure with an Investment Committee that applies a top-down approach to portfolio construction and management.

Anne Thompson is a financial advisor at Greenwood Capital Associates, LLC with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Ballentine Capital Advisors, Charles Schwab, Bank of America, and Merrill Lynch. Outside of her advisory role, she owns Tel Alt, LLC, a computer and IT services company. Greenwood Capital Associates, LLC is an SEC-registered advisory firm managing approximately $1.7 billion for individuals, high-net-worth families, foundations, trusts, and institutional clients. The firm offers financial planning, discretionary portfolio management, sub-advisory services, and retirement consulting, employing a top-down investment approach overseen by a weekly meeting of its Investment Committee.

John Proctor Jr. is a financial advisor at Greenwood Capital Associates, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Northwestern Mutual Wealth Management Company. Greenwood Capital Associates is an SEC-registered advisory firm managing approximately $1.668 billion for a diverse client base including individuals, high-net-worth families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm provides financial planning, discretionary portfolio management, sub-advisory services, and group retirement consulting, employing a top-down investment approach overseen by a weekly Investment Committee.

Colin Burns is a financial advisor at Greenwood Capital Associates, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at Goepper Burkhardt and UBS. Outside of his advisory work, he has been involved with the Pasadena Stars youth basketball team since 2021. Greenwood Capital Associates, LLC manages approximately $1.668 billion for around 635 clients, including individuals, families, foundations, endowments, trusts, and institutional clients such as municipalities and healthcare providers. The firm offers financial planning, personalized investment advice, discretionary portfolio management, sub-advisory services, and group retirement consulting.

Rick Stivers is a financial advisor with Eagle Strategies (New York Life) who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has worked at New York Life Insurance Company and its affiliated entities since 1988 and currently operates Lens Financial & Insurance Solutions and Stivers Financial and Insurance Services, LLC. Stivers serves as a director of the Aiden Foundation, a nonprofit organization. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through a network of over 2,000 investment adviser representatives and integrates advisory services with affiliated insurance and broker-dealer capabilities as an indirect subsidiary of New York Life.

William Johnstone III is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including NYLIFE Securities LLC, MassMutual, and MetLife Securities Inc. Johnstone also provides financial advisory services through Kinnect Advisors. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a large network of independent advisors.

Christopher Cabri is a CFP® professional with 28 years of industry experience, currently advising at Wells Fargo Clearing since 2020. Prior to this, he spent 24 years at Ameriprise Financial Services, Inc. He serves as Chair of the Finance & Audit Committee and is an Investment Committee member for The Lander Foundation. Additionally, he owns and operates Zig Zag LLC, providing fishing trips. Wells Fargo Clearing offers retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, with an investment approach grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm provides both discretionary and non-discretionary services and includes insurance-related vehicles and bank deposit sweep options among its investment menu.

Dustin Wood is a financial advisor at Edward Jones in Greenwood, SC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coaches at the International Elite Soccer Academy and serves on the finance committee of South Main Street Baptist Church. 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 through a nationwide network of financial advisors and offers a range of investment strategies and affiliated financial services.

Margaret Grier is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, CUSO Financial Services, and South Carolina Federal Credit Union. Grier is also involved with J. Patrick Financial, LLC, where she provides financial advisory services and manages client engagement and office operations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios supported by affiliated entities.

Steven Schultz is a financial advisor with Wells Fargo Clearing in Greenwood, SC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at RHI General Group and Furman University ITSC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a distinctive inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Dan Worthing is a Series 66-registered financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a board member for Greenwood Christian School, advising on policy and strategic direction. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on tax efficiency and fiduciary standards.

Timothy Askew is a CFP® certified financial advisor with Raymond James Financial Services Advisors, Inc., bringing 29 years of industry experience. He has held various roles within Raymond James since 2004 and is also involved in several business ventures, including ownership of a firearms sales and manufacturing company and agricultural operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers multiple implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

Philip Nickles Jr. is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Countybank and Raymond James Financial Services since 2011. Outside of his advisory role, he is employed as an associate at Countybanc Investment Services Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, often acting in an advisory capacity rather than as discretionary managers.

Bradley Hinzman is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for Greenwood Christian School for 18 years and Executive Services for 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Phillip Biffle is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Hellman is a financial advisor with Edward Jones in Greenwood, SC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is the owner of Elgin Hardware and Paint LLC and serves as a cosigner on a lease for a retail mattress store owned by his daughter. 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, including discretionary and non-discretionary strategies, and supports clients with a large network of advisors and branch offices nationwide.

Alexander Biffle is a financial advisor with Edward Jones, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Your Serve Tennis for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Charles Drake Jr. is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory work, he serves as a power of attorney for family members in non-investment related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client strategies.

John Patrick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Voya Financial Advisors, Raymond James Financial Services, and County Bank. Outside of advising, he serves as an elected board member of the Greenwood Museum and Railroad Historical Center and is involved in timber and family farmland operations. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Jennifer Erwin is a financial advisor with Edward Jones in Abbeville, South Carolina, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she serves as secretary for Betty Jo & Mary’s Closet, an initiative that collects donations and school supplies for teachers in her local school district. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Corrie Crawford is a financial advisor with Wells Fargo Clearing in Greenwood, SC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Wells Fargo Clearing Services and Wells Fargo Bank since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Justin Burger is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he spent 14 years at Lander University. 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 strategies supported by a nationwide network of over 23,000 financial advisors.