Stacey Payne is a financial advisor with Truist Advisory Services in Greenville, SC, holding Series 63 and 66 licenses and bringing 27 years of industry experience. She has worked with Truist Advisory Services and its affiliated entities since 2018, following a long tenure with Bb&T Investment Services dating back to 1998. Outside of her advisory role, Payne owns a commercial property rented to a family member and holds ownership of a flooring business in her name, though she does not actively participate in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, and fiduciary support. The firm’s approach combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Daniel Ortman is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He worked at Metlife Securities Inc. for 19 years before joining Mass Mutual Investors Services in 2017 and has also been affiliated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

Jerry Cline is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He has been with OSAIC since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and supports legacy platform programs and transitions.

Joseph Palma is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., OSAIC, Commonwealth Financial Network, and Angelo Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Donald Bishop is a financial advisor with LPL Financial based in Easley, SC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. and United Community Banks, Inc., where he continues to be affiliated. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm supports both discretionary and non-discretionary management, utilizes model portfolios and third-party research, and provides a range of strategies including overlay portfolio management and direct indexing.

Julie Mullikin is a CFP® with 19 years of industry experience, currently serving at Raymond James Financial. She has worked with Pinnacle Financial Partners and BB&T in prior roles. Mullikin also holds a position as Treasurer and Board Member on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Hollar is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. He holds the Series 66 designation and is based in Easley, SC. Outside of his advisory role, he is also involved in rental property ownership in Greenville, 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, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

Timothy Johnson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at Wabtec Corporation, Roechling Automotive, and Alfmeier Friedrichs and Rath LLC. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Jetton is a financial advisor at Edward Jones in Easley, South Carolina, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. 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 through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Cassie King is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. outside of her current role in Pickens, SC. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Eye is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Robert Baird & Co. for six years, JJB Hilliard W.L. Lyons, LLC for one year, and SunTrust Investment Services, Inc. for twelve years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with discretionary and non-discretionary management options supported by internal and third-party research.

Zachary Kirkwood is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of his advisory work, he is an educational speaker presenting non-product specific financial well-being topics under the business My Secure Advantage. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Mark Friedrich is a CFP®-certified financial advisor 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 manages a non-variable insurance business known as Friedrich Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, utilizing model portfolios, third-party research, and technological tools.

Christopher Belshe is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, together 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.

Brian Lusco is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 14 years of industry experience. His prior experience includes roles at Avantax Investment Services, Cetera, Wells Fargo, and HD Vest Advisory Services. He is also involved in tax preparation and accounting through Beacon Tax & Accounting Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies in its investment approach.

Mason Carver is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Sanders Wealth Management, and Elliott Davis. Outside of advisory work, he participates as an educational speaker delivering non-product specific financial well-being presentations through My Secure Advantage. Osaic Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various securities and investment types.

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.

Brian Simmons is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at South State Bank since 2018 and has been with LPL Financial since 2014. Outside of financial advising, he is the owner of Brian Simmons Photography. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and various portfolio management strategies.