Rodney Nock is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment vehicles to meet client objectives.

Edward Blackburn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at LPL Financial and United Community Insurance, Inc., among others. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Deborah Dorman is a financial advisor with Equity Services, Inc. and National Financial Services Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Equity Services since 2013. Outside of her advisory role, Deborah provides pet care services, including feeding and walking animals and cleaning stalls. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a substantial amount of both discretionary and non-discretionary client assets.

William Kibler is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and FinTrust Capital Advisors, among other firms. Outside of his advisory role, he is involved in collecting and selling baseball cards through an online e-commerce business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management with an investment process that combines passive and active strategies guided by quantitative and fundamental research.

Shane George is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Robert Wallace II is a CFP® professional with 18 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he held roles at Raymond James Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer and Board Member for Calvary Home for Children and is a director of the Anderson Aviation Association Charitable Fund. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charities, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Holland Church is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Fintrust Capital Advisors and FinTrust Brokerage Services. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Katherine Steifle is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at State Farm VP Management Corp and Ron Haskell Insurance Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Timothy Williamson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and over 34 years in the industry. He previously worked at Equitable Advisors and AXA Advisors, LLC for more than two decades each. Outside of his advisory role, he is involved in several nonprofit organizations, serving as Chairman of the Anderson County Museum board and President of the South Carolina chapter of NAIFA, and he also manages a family farm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for its clients.

Olivia Boyd is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with Habitat for Humanity International and has experience in the hospitality and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services through Wealth Advisors on a non-discretionary basis, focusing on funds and strategies approved via internal review.

Jason Sturgis is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Bank of America and Merrill since 2019, with prior roles at Comporium, Verizon Wireless, STS Foundation, and Navitas at Florida Atlantic University. 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 plans, corporations, and charitable organizations.

Reagan Rice is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2024. She has prior experience working at Raymond James and in educational roles at Anderson University, Trinity Christian School, and Grace Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a wide range of advisory programs.

Julia Russell is a financial advisor with Edward Jones in Anderson, South Carolina. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Forward Air from 2016 to 2018. Outside of her advisory work, she engages in a hobby involving making lamps and candles from repurposed bottles. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Michael Patterson is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera in Anderson, SC. He has worked at various entities including Avantax and currently leads Kave Enterprises LLC d/b/a Upstate Tax, where he oversees tax preparation operations. Patterson serves as a trustee for a special needs trust, a role outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary account options.

James Chisholm is a financial advisor with LPL Financial in Anderson, South Carolina, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at South State Bank and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a mix of discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Price is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. He serves on the Board of Visitors at Anderson University and is a board member of Haven of Rest Ministries. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Donavan Layton is a financial advisor with Edward Jones in Lavonia, GA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he manages Layton Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm 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.

Eva Hooper is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 credential and has worked with firms including Avantax Investment Services, J.P. Morgan Securities, and Nylife Securities. Outside of her advisory role, she is involved in farming and ranching, selling livestock, timber, and produce, and operates a room rental in her home. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides access to a multi-manager platform with diverse investment options and manages over $256 billion in assets.

Daniel Bufkin is a CFP®-designated financial advisor with Morgan Stanley, based in Anderson, South Carolina, and has 25 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as an officer of the Hogskin Hunt Club, a recreational organization in South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Pitts is a financial advisor with Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.