Karen Clayton is a ChFC® and Series 66-credentialed financial advisor with Edward Jones in Landrum, SC, where she has worked since 2015. She has six years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ronald Christopher Jr. is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2014 to 2023, and Cam Wealth Advisors, Inc. from 2008 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Jeremy Bishop is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Spartanburg, SC. He previously worked at Wells Fargo Clearing for seven years before joining his current firm. Outside of his advisory role, he holds a 30% ownership stake in 1670 Wealth Management, LLC, where he dedicates significant time to business activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized niche planning, and supports advisors with research and tools to develop tailored client recommendations.

Deborah Hamilton is a financial advisor at Merrill with 32 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as an officer for two Windy Shores II property owners associations in North Myrtle Beach, South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and charitable organizations.

Earl Styne is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad client base, including registered investment companies and charitable funds, and is notable for its use of systematic methodologies and AI-driven research in portfolio management.

Jason Reimers is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates and Jennings Cook Financial Services. He also operates a sole proprietorship involved in insurance needs analysis and tax return preparation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform that uses model-based asset allocation and portfolio optimization.

Carol Hartis is a Series 66–licensed financial advisor with Edward Jones in Inman, South Carolina, and has 27 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a commissioned notary public in South Carolina. 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 more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gabriel Nussbaum is a Series 66 licensed advisor with LPL Enterprise, LLC, located in Greer, SC, and has two years of industry experience. His background includes roles at Johnson Controls Inc. and LPL Financial, among others. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. Their investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Harold Cannon is a CFP®-credentialed financial advisor with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2019 and also serves on the board of the Spartanburg Art Museum, where he advises on strategic growth and operational efficiency. Prior to his financial advisory career, he was involved in the roofing business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Kraunelis is a CFP® professional with eight years of industry experience. He is currently with LPL Financial and previously worked at Allworth Financial, AW Securities, Nuveen Securities, and Charles Schwab & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of investment adviser representatives.

Jake Ballew is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his financial advisory career in 2026. Prior to joining Edward Jones, he worked at Greene Finney Cauley, LLP and held roles at Ambassador Personnel, Inc/Smith Drug Co, with additional experience in education at the University of South Carolina-Upstate and junior high and high school levels. 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 investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Daniels is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 24 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at AIG Capital Services, Inc. and Sunamerica Retirement Markets, Inc. from 2012 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Blackwelder is a financial advisor with Cambridge Investment Research Advisors in Greer, SC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Cambridge since 2019. Outside of his advisory role, he serves as a committee member for Covenant Church in Greer. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and offers multiple platforms and model strategies.

David Foster II is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has been active in the industry since 2020. His prior experience includes working at The H. Daniel Foster Company and Clemson University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs with a focus on municipal and public finance, as well as specialized services such as SIMPLE IRA Employer Advisory & Consulting.

Frederick Dutcher is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms, including Royal Alliance Associates, First Southeast 401(k) Fiduciaries, First Southeast Investor Services, and Financial Telesis Inc. He is also the managing director of ROADSTEAD CAPITAL PARTNERS, where he manages corporate retirement plans. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of discretionary and third-party managed strategies.

Michael Carter is a financial advisor with Ameriprise in Greenville, SC, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Dalton Bartholomew is a financial advisor at Edward Jones in Spartanburg, SC, holding a Series 66 designation with two years of industry experience. He previously worked at Bank of America for six years and Southern Management Corp for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jordan Noblin is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors, Bloc Design, Bohler Engineering, and ColeJenest and Stone. Outside of advising, Noblin is a licensed landscape architect involved in landscape design. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management options and financial planning through a multi-manager platform with discretionary and non-discretionary programs.

Collin Maides is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and has prior experience in education and retail, including roles at Mars Hill University and St. Joseph's Catholic School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by advanced operational and research tools.

John Mauney II is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in building personalized wealth management strategies. He works closely with clients to help them navigate the complexities of wealth management, focusing on areas such as retirement planning, education funding, legacy creation, tax minimization, and liquidity management. John began his career in financial services with Merrill Lynch in Jacksonville, Florida after graduating from Clemson University in 2013. He returned to his hometown of Spartanburg, South Carolina in 2015 to join his current team. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, John is involved in the Mobile Meals of Spartanburg and his church, Trinity United Methodist Church. He enjoys spending time with his wife and children, playing golf, and engaging in outdoor activities in the Upstate region.