Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.

Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.

Jason White is a CFP® professional with 17 years of industry experience. He is affiliated with Magnolia Financial Planning Services, Inc. and is also an owner of Payne, White, & Schmutz CPA PA, a CPA firm based in Seneca, SC. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm integrates retirement, tax, insurance, and estate planning into written financial plans and ongoing investment management, using a valuation-driven stock selection and risk-management approach.

Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.

Stephen Molyneaux is a financial advisor at Hanover Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hanover Advisors since 2004. Hanover Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, pension consulting, financial planning, and a tax-free income strategy focused on individual municipal bonds, using fundamental analysis and Modern Portfolio Theory to tailor portfolios according to client objectives and risk tolerances.

Lowell Macher is a financial advisor with Magnolia Financial Planning Services, Inc. in Seneca, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Veridos Capital LLC since 2023 and has been with Magnolia Financial Planning Services since 2000. Prior to that, he spent 26 years at Dominion Mortgage & F/S Inc. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm’s investment approach combines valuation-driven stock selection and risk management techniques aimed at pursuing returns with lower volatility, supported by scenario-based planning, regular monitoring, and detailed reporting.

Raymond Massey is a financial advisor with IQ Capital Strategy LLC in Seneca, SC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at multiple firms including Fortune Financial Services, First Dominion Capital Corp., and Founders Financial Securities. Outside of finance, he owns and manages Massey Transport LLC, a trucking company, and Massey Grading and Cleaning, which provides land grading and cleaning services. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, using algorithmic trade-signal software and diversified portfolios including ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with controlled volatility.

Thomas Dundorf is a CFP® professional with 35 years of experience in financial advising. He is currently with Family Wealth Partners, LLC, where he has worked since 2003 in various capacities. His prior roles include positions at Independent Advisor Alliance, LPL Financial, Efficient Advisors, and Family Wealth Counselors of The Carolinas. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that incorporates fundamental analysis, modern portfolio theory, and both long- and short-term trading across a broad universe of traditional and alternative securities.

Bill Harwood, CFP, is a financial advisor with Independent Advisor Alliance, LLC and has 27 years of industry experience. He has been with Independent Advisor Alliance since 2017 and also maintains a long-standing affiliation with LPL Financial since 2003. Harwood has taught financial planning seminars for medical residents and provides tax preparation services for his LPL investment clients. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides a range of services including asset management, financial planning, and retirement plan consulting through a network of 219 advisory representatives using both discretionary and non-discretionary authority.

David Chudyk is a CFP® with 23 years of industry experience, currently serving at The Fiduciary Alliance. His prior roles include work with Nationwide Insurance and Nationwide Securities, and he is the owner of All Of My Assets, LLC, a business valuation and consultation firm. He is also the incoming president of the South Carolina Financial Planning Association and operates The David Chudyk Agency, an insurance agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients as well as other investment advisers. The firm employs a client-specific investment approach and operates through multiple divisions and a network of representatives under a distinctive multi-team business model.

Joseph Palma is a financial advisor with Commonwealth Financial Network in Salem, SC, holding a Series 66 designation and 19 years of industry experience. His prior experience includes over a decade at American Portfolios Financial Services, Inc., followed by roles at OSAIC and Angelo Planning Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, compliance, and practice-management resources while providing discretionary model portfolios and customized program options.

Lori Talley Kelley is a financial advisor at Crescent Financial Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Crescent Financial Advisors since 2016, with additional experience at Clemson-EPS Advisors, LLC. Lori serves on the board of the Oconee County Special Needs and Disabilities Foundation. Crescent Financial Advisors provides discretionary portfolio management and financial planning to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm manages a broad range of investments and offers client education seminars on senior-related abuses as a distinctive service.

Sarah Kelley is a ChFC® with Crescent Financial Advisors, based in Seneca, SC, and has one year of industry experience. She has been with Crescent Financial Advisors since 2020. Crescent Financial Advisors provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm manages approximately $193 million for about 428 clients across three advisors, using a range of investment strategies and offering client education seminars focused on senior-related abuses.

Jan Fredman is a financial advisor at Crescent Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Clemson - EPS Advisors, LLC since 2010, alongside roles at CWM, LLC and Crescent Financial Advisors since 2025. Outside of advising, he is involved in insurance sales and owns two real estate rental companies. Crescent Financial Advisors manages discretionary portfolios and provides financial and retirement planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies and is noted for its client education seminars on senior-related abuses, offered as non-sales events.

Samantha Fraelich Rohe is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2025. She previously worked with Maryland Financial Group, Inc. and LPL Financial, both since 2015. Outside of her advisory work, she manages a separate business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs. The firm serves individuals, trusts, estates, charitable organizations, and corporate clients, employing various investment strategies and coordinating services through multiple custodians.

Devyn Bond is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Frierson Capital Management and Triad Advisors. Outside of his advisory role, he owns an LLC that assists with bookkeeping and taxes related to his work and is also licensed as an independent insurance agent selling life insurance and fixed annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering managed account programs, financial planning, consulting, and lending solutions through a representative-driven advisory model.

Stephen Nash is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Empower Advisory Group and previously worked at TIAA and TIAA-CREF for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and client savings rates, offering point-in-time financial plans and optional managed account solutions.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base that includes individuals, charitable and corporate clients, retirement plans, and institutions. The firm employs proprietary and third-party investment strategies across multiple asset classes, offering both discretionary and non-discretionary portfolio management tailored to client objectives.

Deborah Johnson is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Osaic Advisory Services, LLC and has held prior roles at Triad Hybrid Solutions, Triad Advisors, Voya Financial Advisors, Inc., and Frierson Capital Management. In addition to her advisory work, she serves as a notary public in South Carolina. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets, serving individuals, charities, corporations, retirement plans, and institutional clients. The firm offers a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model that utilizes both fundamental and technical analysis.

Lincoln Geltz is a financial advisor with SPC in Salem, SC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 23 years before joining Sigma Financial Corporation. Geltz is also involved with Infinity Counsel Group P.C., where he dedicates significant time to securities business. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services. The firm provides discretionary management with various investment options and maintains unique affiliations allowing for a broader range of retirement services.

Andrew Howard is a financial advisor at CWM, LLC with a Series 65 license and several years of experience in the financial services industry. His career includes roles at Crescent Financial Advisors, Carson Wealth, Sun East Federal Credit Union, and Dogwood State Bank, among others. CWM provides investment advisory and planning services to a diverse client base that includes individuals, families, foundations, endowments, and employer-sponsored retirement plans. The firm combines advisor input with model portfolios and separately managed accounts, utilizing a mix of in-house models, vetted sub-advisors, and technology platforms to deliver discretionary asset management and other financial solutions.

Robert Restino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Legend Equities Corporation since 1994. In addition to his advisory role, he owns Pinnacle Financial Advisors, providing insurance sales and service. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and brokerage and insurance products.

Jerry Cline is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has been with OSAIC since 2016. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, and offers a range of advisory programs and access to various custodial platforms.

Kenneth Mohr is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and operates out of Seneca, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its advisory services with an extensive national network of financial advisors and branch offices.

William Jones is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Before joining Edward Jones in 2019, he worked at Borg Warner for 15 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services.

Joshua Parker is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial and Vanderbilt University, as well as service in the U.S. Army from 2010 to 2023. Outside of his advisory work, he is a partner in an LLC that manages a rental cabin property. Cetera Investment Advisers serves a diverse client base including individuals, 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.

Ronald May is a CFP® professional with 48 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Advisors for 13 years. May is a majority owner of May Wealth Advisors Raymond James, an independent support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Jerry Wright is a financial advisor with LPL Financial in Clayton, GA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with LPL Financial and Wright & Frank since 1994. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households, offering diverse investment solutions supported by an in-house research team.

Justin Blakley is a financial advisor at Edward Jones in Seneca, SC, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and was self-employed from 2017 to 2019. Outside of advising, he has managed rental property through a property manager. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory strategies, affiliated mutual funds, and fiduciary services.

Easton Keys is a financial advisor at Edward Jones in Seneca, South Carolina, holding a Series 66 designation and beginning his advisory career in 2025. Prior to entering the financial industry, he worked in various roles including at Keowee Key Golf Course and AutoZone Inc., as well as in the restaurant sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Mark Friedrich is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously worked at Ic Advisory Services Inc and The Investment Center. Friedrich also operates Friedrich Financial, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings.

Kathleen Vista is a financial advisor with Ameriprise in Fair Play, SC, holding the Series 66 designation. She has one year of industry experience, including prior work at Dogwood State Bank. Her earlier career includes roles in education and nonprofit organizations. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-driven recommendations on income, Social Security, and tax strategies.

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Elijah Chun is a financial advisor with Merrill holding a Series 66 designation and is based in Seneca, SC. He has recent experience at Bank of America, N.A. and Merrill, having started his advisory career in 2025. Prior to entering the financial industry, he held various roles in higher education at institutions including Lander University, Bethune-Cookman University, Florida State College at Jacksonville, and St. Johns River State College. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes a variety of program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and integration with Bank of America’s broader financial platform.

Martin Truax is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Truax is CEO of Chota Falls LLC, a business he oversees with his wife, and serves as a board member and CEO of the Two Hearts Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Jeff Velastegui is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, Velastegui is the founder and president of the Sonrisa Foundation, a nonprofit organization that organizes annual toy and food drives and provides financial assistance to youth for education. He also serves on the trust committee of Saint Peters Church and the board of directors at Rabun Gap-Nacoochee School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative, annual planning process using firm-approved tools and delivers written recommendations, focusing on investment categories and strategies rather than specific product selections.

Alec Woodard is a financial advisor with Ameriprise in Seneca, SC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments and Samich Inc., as well as time at Western Carolina University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Marty Cline is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Royal Alliance Associates, INC. since 2016. Outside of his advisory role, he serves as a registered assistant for multiple investment-related LLCs, supporting financial professionals with account openings and administrative duties. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs, supporting thousands of advisors and managing approximately $200 billion in assets.

Andrew Dill is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Adam Wright is a financial advisor with Edward Jones in West Union, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in outdoor photography and radio broadcasting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm 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.

David Adrian Jr. is a Series 66 licensed financial advisor with Edward Jones in Seneca, SC, bringing nine years of industry experience. He worked at Deane H. Tank, Inc. from 2003 to 2016 before joining Edward Jones, where he has been since 2016. Adrian is also a co-owner of an LLC formed to build a jointly owned Edward Jones FAO Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard across its advisory services.

Michael Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been associated with Linsco Private Ledger since 2005. Cope also operates under the DBA Cope Wealth Management Group in Seneca, SC. 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 advisory operations with non-advisory product offerings such as insurance and credit services.

Ara Joyce is a financial advisor at Edward Jones in Clayton, GA, with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory role, Joyce is involved in operating a craft brewery, Currahee Brewing, where he hosts nonprofit and trivia events. 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. The firm offers a range of advisory strategies and maintains a large national presence with over 23,700 financial advisors and $1.01 trillion in assets under management.

Wesley Mckenna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of his advisory role, he owns an insurance agency, McKenna Agency, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.