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 at OSAIC with 41 years of industry experience. He has held roles at several firms, including StoneX Advisors Inc., Wrp Investments, Inc., SPC, B. Riley Wealth Management, and Capital Securities of America, Inc. He holds the Series 63 designation. OSAIC serves a diverse client base that includes retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

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 at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including United Community Banks, Inc. and INVEST Financial Corp. since 2013. Bishop is also involved with United Community Advisory Services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Mullikin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Her prior experience includes roles at Pinnacle Financial Partners and BB&T. She is an officer and treasurer on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique industry affiliations.

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.

Jennifer Sharp is a CFP® professional with 18 years of industry experience, currently serving at Raymond James Financial in Greenville, SC. Her prior work includes ten years at FSC Securities Corporation and three years at OSAIC. She is the owner of a sole proprietorship focused on life insurance and long-term care. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and uses various analytical tools to support client goals while providing access to advisory programs and institutional consulting.

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 Series 66 licensed financial advisor with Edward Jones in Easley, South Carolina, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Robert Baird & Co., Jjb Hilliard Wl Lyons, LLC, Suntrust Investment Services, Inc., and Wells Fargo Clearing. 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, with advice delivered primarily through investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Zachary Kirkwood is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera and Sanders Wealth Management. Outside of his advisory duties, he is an educational speaker presenting non-product specific financial well-being topics through My Secure Advantage. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization across multiple platforms and investment strategies.

James Foster is a financial advisor with Ameriprise, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at The Huntington Investment Company, Truist Advisory Services, TD Private Client Wealth, and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides tailored, tax-aware retirement planning through a centralized team that collaborates with advisors on non-discretionary implementation.

Mark Friedrich is a CFP® with 33 years of industry experience. He is currently with LPL Financial and previously worked at Ic Advisory Services Inc and The Investment Center. Outside of his advisory role, he is involved with Friedrich Financial, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services through a large network of advisors.

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 the Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior roles include positions at Avantax Investment Services, Cetera, Wells Fargo, and H.D. Vest Advisory Services. Lusco is also involved with Beacon Tax & Accounting Solutions, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Mason Carver is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of advising, Carver is an educational speaker on financial well-being through My Secure Advantage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and manages a complex platform that includes multiple affiliated entities and private-equity ownership.