Christopher Hall is a financial advisor with Edward Jones in Greenville, SC, holding a ChFC® designation and a Series 66 license. He has nine years of industry experience, including four years at Toyota of Easley prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Samuel Gilliam III is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008, with a brief tenure at PRUCO Securities, LLC and Wells Fargo Clearing. He is based in Simpsonville, SC. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Brunson is a financial advisor with Edward Jones in Mauldin, SC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Edward Jones since 1997. Brunson serves as a board member of the Mauldin Rotary Foundation, which provides scholarships to local college students. 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 and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Churchwell is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and multiple Raymond James entities. In addition to her advisory role, she serves as a registered client service associate at FFH Wealth Advisors LLC, assisting financial advisors and clients. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and advisory services, utilizing analytical tools and risk profiling, and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Samuel Woods is a financial advisor at Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2014. Woods serves on the Audit and Finance Committee of the Poinsett Club in Greenville, providing guidance on budgeting and financial expenditures. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Brian Vorse is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Vorse serves as an officer and helicopter pilot in the South Carolina Army National Guard and operates aircraft on a limited basis as a commercial pilot for Double Day Aviation. 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, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

Jeffrey Knight is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cetera, Voya Financial Advisors, Atlas Financial Group, and several other firms. Outside of his advisory work, he is involved with Powdersville Insurance Agency. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brack Smith Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 and Series 66 designations. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Culp is a financial advisor with Thrivent Investment Management in Greenville, SC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Culp serves as a board member and secretary of EM Greenville, a small charity that distributes donor-directed funds. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on holistic, goal-based planning across various topics, offering these services without discretionary trading authority and without serving institutional portfolio management or adviser selection roles.

John Foster is a Series 63-licensed financial advisor with Raymond James Financial, bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Keegan & Company, LLC, and Raymond James & Associates. Foster is a partner in two family LLCs associated with investment holdings. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs a fact-based, non-discretionary approach tailored to client goals and offers specialized services including municipal advisory and SIMPLE IRA employer consulting.

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.

Michael Vela is a financial advisor with LPL Financial in Piedmont, SC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Foresters Financial Services and a decade as a professional poker player. 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 and supports its advisors with model portfolios, third-party subadvisors, and technology tools.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Suzanne Ellis is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Kerry Crum is a CFP®-certified financial advisor with Edward Jones, based in Greenville, SC, and has 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 large national network of financial advisors and branch offices.

Lois Fayne Plaisted is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. She has been with Bank of America/Merrill Lynch since 2004, totaling 22 years at the firm. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mc Clain is a financial advisor at Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior work includes roles at Allstate Insurance Company, Raymond James Financial Services, and LPL Financial. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.