Randall Hallier is a CFP® professional with 29 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. Outside of his advisory role, he is the president and owner of Financial Workshops, LLC, where he develops and delivers retirement-related instructional content. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and supplemental tactics such as direct indexing and tax-loss harvesting.

Andrew Guinn is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Cetera Investment Services. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering various investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Deborah Johnson is a financial advisor at OSAIC Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Voya Financial Advisors, Inc. and Triad Hybrid Solutions. In addition to her advisory role, Johnson serves as a notary public in South Carolina. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Cody Wilson is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at Morgan Stanley and E*TRADE Securities LLC, and earlier in his career at Liberty Mutual Insurance/Safeco Insurance. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

Alexavier Mc Rae is a financial advisor with Empower Advisory Group and holds the Series 66 designation. He has been with Empower since 2026 and has prior experience in educational and sports organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Alex Vassey is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth since 2011 and has operated Vassey Financial Planning and Investments since 2016. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions, while acting as a platform and back-office provider for affiliated advisors.

Andrew Howard is a financial advisor at CWM, LLC with a Series 65 designation. He has experience working at several financial institutions, including Crescent Financial Advisors, Carson Wealth, and Dogwood State Bank. Howard is based in Seneca, SC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Robert Restino is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has been associated with Legend Equities Corporation for over three decades. Outside of his advisory role, he serves as Secretary and Treasurer of Palm Beach Liquidators, Inc., a real estate liquidation company, and owns Pinnacle Financial Advisors, focusing on insurance sales and service. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment solutions, employing both strategic and tactical approaches managed by an internal Investment Management & Research team.

William Jones Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Cambridge since 2018 and previously at Advantage Investment Management LLC and LPL Financial. Jones is also the owner of Foothills Wealth Management in Greenville, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

David Plaisted is a financial advisor with Edward Jones in Toccoa, GA, holding Series 63 and Series 66 credentials and 44 years of industry experience. He has been with Edward Jones since 1982. Outside of his advisory role, he is the owner of a real estate business in Toccoa. 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, supported by a large network of financial advisors and branch offices nationwide.

David Brown is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2025, he worked with Eagle Strategies and New York Life. Outside of his advisory role, Brown serves as a volunteer pastor at The Welcome Table, a non-denominational congregation, and is a board member of Family Promise of York County, a ministry supporting homeless families. He also provides coaching and consulting services to churches through Pinnacle Leadership Associates. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option.

Aaron Plaisted is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Sharon Mack is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, she held roles at Advance America, Cash Advance Centers of America, and was involved with Families 4 Change and SC DSS Region V Adoptions. 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 23,000 financial advisors.

Greg Farah is a financial advisor with Wells Fargo Clearing in Seneca, South Carolina, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Daniel Monez is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2019, following a nine-year tenure at Oppenheimer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Amerson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2018, he worked at Transamerica Capital Inc from 2015 to 2017. He serves as a volunteer on the Investment and Wealth Institute’s Ethics Panel, participating in admission and disciplinary decisions. 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 solutions, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Justin Blakley is a Series 66-credentialed financial advisor with Edward Jones in Seneca, South Carolina, where he has worked since 2019. He has six years of industry experience, including two years as a self-employed professional and prior involvement with East Pickens Baptist Church. Outside of his advisory work, he owns rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.

Jonathan Morphew is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Piedmont CDJR and Scenic Chevrolet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.