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.

Walter Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Washington National for two years and owns a cleaning business, Optavise Cleaning Solutions LLC. He was also a full-time student from 2013 to 2025. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Paul Mc Clain is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Michelin for three years and International Vitamin Corporation for ten years. 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 and offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Albert Campbell Jr. is a financial advisor at Cetera with 46 years of experience in the industry. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes longstanding roles at ACI Financial LLC and Cetera Wealth Services, LLC. Outside of advising, he serves as a deacon responsible for college ministry at University Baptist Church in Clemson, SC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and planning services through a multi-manager platform, supporting discretionary and non-discretionary programs across multiple custodial relationships.

Carlton Hoskins is a financial advisor with Edward Jones in Belton, SC, holding the ChFC® and Series 66 designations. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing Services, Wells Fargo Bank NA, and Scottrade. Outside of his advisory work, he serves as President and Co-Owner of Hoskins LLC, a conglomerate based in Hodges, SC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.

Wendi Drennon is a financial advisor with LPL Financial based in Anderson, SC, holding Series 63 and Series 65 credentials and has 31 years of industry experience. She previously worked for Sorrento Pacific Financial, LLC for 20 years and has been involved with Peoples Investments for over 27 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 advisory programs and financial planning services, including discretionary and non-discretionary portfolio management supported by research from LPL Research and third-party subadvisors.

Michael Vischer is a financial advisor at Edward Jones in Clemson, SC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Furman University and Greenville Technical College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Thomas Deluccia is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

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.

Torrey Conrad is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with 12 years of experience at the firm since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Albert Campbell III is a financial advisor with Cetera, holding the CFP® designation and Series 66 and Series 63 licenses, with 19 years of industry experience. He has worked at Cetera and its affiliated entities since 2016, and previously at Carroll Financial Associates. Outside of his advisory role, he serves as president of a local homeowners association and is a board member of the Community Foundation of Greater Clemson. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports a network of over 10,000 advisors managing approximately $256 billion in assets.

Lucas Mc Clain is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Eaton Corporation from 2014 to 2018. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.