Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

Jeffrey Knight is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cetera, Voya Financial Advisors, Atlas Financial Group, and several other firms. Outside of his advisory work, he is involved with Powdersville Insurance Agency. 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tucker Hite is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he owns and manages legal entities unrelated to investment activity. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Suzanne Ellis is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Devin Quiery is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at John P Hartnagel and Pruco Securities, LLC. Outside the financial sector, he has been involved with Reds Ale House and has a long-term commitment to Zpita. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and related services.

Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.

David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. 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 options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Deforrest Durham is a financial advisor with OSAIC in Easley, SC, holding a Series 63 designation and bringing 35 years of industry experience. He has worked with Osaic Wealth, Inc. since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. He is also president of Durham Investment Services, LLC, where he is involved in the sale of securities and insurance-related products. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers a range of strategies including discretionary managed accounts and third-party manager programs.

Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Marty Cline is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Royal Alliance Associates, INC. since 2016. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, consolidation activity, and complex affiliate network.

Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nathan Sanders is a CFP®-designated financial advisor with 29 years of industry experience. He currently works at Osaic and has previously held roles at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Sanders also has a decade of experience with Millie Lewis Models & Talent Agency and the Huffington Post. Osaic Wealth serves a broad mix of retail and institutional clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm employs a model-based asset allocation process and supports a variety of brokerage and advisory services, catering to high-net-worth individuals, retirement plan sponsors, charities, and corporate clients.

Sascha Mathis is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at South State Bank since 2017 and prior experience with SunTrust Advisory Services and Suntrust Investment Services. Mathis is also involved with South State Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leah Strickland is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following prior roles at J.J.B. Hilliard W.L. Lyons. Outside of her advisory duties, she serves as an arbitration panel member. Robert Baird & Co.’s DDK Group advises individuals, families, institutional clients, and charitable organizations, offering a range of consulting and portfolio services. The group tailors investment strategies based on client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. 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, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

Hillary Henderson is a financial advisor with LPL Financial based in Easley, SC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at SunTrust Advisory Services and Equitable Advisors before joining LPL Financial in 2018. She is also involved with South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.