Joseph Benson is a financial advisor with United Capital Financial Advisors in Anderson, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Goldman Sachs Personal Financial Management and Lion Street Financial. He has experience in both investment management and financial planning. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable models and offers ancillary services such as 1031 exchange introductions and ESG-focused strategies.

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

Thomas Mcdonald is a financial advisor at United Capital Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. In addition to his advisory role, he manages a commercial office building in Anderson, SC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Liliya Gubceac is a financial advisor with Summit Wealth Group, holding Series 65 and Series 66 designations and 18 years of industry experience. She has worked at Summit Wealth Group and Commonwealth Financial Network since 2006 in various capacities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, using a range of analytical approaches and frequently implementing strategies through third-party money managers.

Jeffrey Falke is a financial advisor at Kingswood Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealthcare Advisory Partners, LPL Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as secretary of the advisory board for Atlantic Care Center, a nonprofit charity. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing discretionary and non-discretionary portfolio management and consulting services.

Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Deborah Dorman is a financial advisor at Equity Services, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equity Services and National Financial Services Group since 2013. Outside of her advisory work, she provides pet sitting services, caring for horses and other animals. Equity Services, Inc. serves a range of clients including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and utilizes proprietary and third-party investment platforms to deliver both discretionary and non-discretionary portfolio management.

Brigid Jones Mook is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Creative Planning since 2014. She holds Series 63 and Series 66 licenses. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management and retirement plan services.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eva Hooper is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. Her prior work includes roles at J.P. Morgan Securities and Avantax Investment Services, along with farming and ranching, where she manages the sale of livestock, timber, manure, and produce. She also works as an independent delivery driver and rents a room in her home. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed solutions.

Robert Cheek is a financial advisor with Edward Jones in Hartwell, GA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Georgia and the Franklin County Board of Education. 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 services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Matthew Harbin is a financial advisor with Edward Jones in Anderson, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a city council member in Anderson, making policy decisions for the city's operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a variety of advisory strategies, including tax-efficient services and alternative investment options.

Sonya Legg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is a candidate for county probate judge and serves as treasurer for Savannah River Productions. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Jennifer Hughes Murdock is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is co-owner of Lake Hartwell Kitchen & Design, a cabinet and countertop business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a broad range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to deliver tailored, tax-efficient recommendations.

John Osley is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2016. He has nine years of industry experience and previously managed Osley Farm's for one year. Outside of his advisory role, he is involved in residential rental property management in Hartwell, GA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets, offering services that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrea Bradford is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. She has been with Cetera and its related entities since 2013. Outside of her advisory role, Bradford is involved in community and performing arts activities, serving as choir director and pianist at Concord United Methodist Church and as president and managing director of Savannah River Productions, a nonprofit theater group in Northeast Georgia. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by proprietary and third-party investment solutions.

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.