Alan Hyatt is a financial advisor at Thrivent Investment Management with 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a board member for the Clemson University College of Business and participates on the finance committee of Mt. Horeb United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics through goal-based analyses without discretionary trading authority, and supports combining planning with managed-account programs under a consolidated billing option.

Raymond Bradley is a Series 66-credentialed financial advisor with Thrivent Investment Management, with nine years of experience at the firm and eight years in the industry overall. Prior to his current role, he held positions at the South Carolina Baptist Convention and Columbia International University. Outside of his financial advisory work, he serves as Board Chairman for Bethel Christian Camp and is an elder at Mill City Church, where he oversees communications and the children’s ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans that cover a broad range of topics including retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option but does not accept discretionary trading authority for its planning services.

Ann Overcash is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Northbridge Wealth Management and Wilson Financial Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Myron Hunt is a financial advisor with Edward Jones in Prosperity, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawn Alexander is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory role, she is president of Aurora and Associates International, LLC, a real estate holdings and management company, and is involved in direct sales of nutritional products through Isagenix. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing structured discovery tools and investment modeling to support client planning needs.

Buford Glover is a CFP® with 21 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2020. His prior experience includes roles at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. Glover also serves as an independent insurance agent and is a board member of Central United Methodist Church in Newberry, SC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing both proprietary and third-party investment strategies across multiple platforms.

Jared Harmon is a financial advisor with Fidelity and holds a Series 66 designation. He has four years of industry experience, including prior roles in media and communications. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios and manages several registered investment companies and fund-of-funds.

Kathy Bradley Belstock is a Series 66 licensed financial advisor with Edward Jones in Lexington, SC, where she has worked since 2007. She has 19 years of experience in the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Thaddeus Dulin is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. His outside activities include serving on nonprofit boards such as the Clemson University Board of Visitors, the South Carolina Governors School for the Arts and Humanities Foundation as treasurer, and the Neighborhood Cancer Connection, where he chairs the finance committee. He has also held leadership roles in local community and political organizations. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Robert Davis Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2009 and previously at Morgan Keegan & Company, LLC. Outside of his advisory work, he owns a cattle ranch, dedicating a portion of his time to this activity. 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 and institutional platforms, and supports advisors with model portfolios, third-party subadvisors, and various investment strategies.

Laura Batsche is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Linsco/Private Ledger Corp. since 2003, following a four-year tenure at KeyBanc Capital Markets Inc. Additionally, she is associated with Batsche Financial Services, LLC. 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 portfolios, third-party asset management, and institutional platforms.

Elizabeth Mathis is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked for nearly three decades at the University of South Carolina as an IT Manager, overseeing internal services for the university’s Data Center Operations team. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Senn is a financial advisor at Edward Jones in Newberry, SC, with 24 years of industry experience. He has been with Edward Jones since 2001 and holds Series 63 and Series 66 registrations. His son, William R. Senn, is also a financial advisor based in Charleston, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.