Easton Keys is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Keowee Key Golf Course, AutoZone Inc., and Habaneros Restaurant. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Carolyn Bare is a financial advisor with Cetera who holds a Series 66 credential and has 17 years of industry experience. She has worked at several firms including LPL Financial, Suncoast Credit Union, and Avantax Advisory Services. Outside of her advisory work, she is involved with a family horse farm operated by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Christopher Dini is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Insurance Agency, and Valic Financial Advisors. Outside of his advisory role, he has been involved with Dini Enterprises Inc., a business entity for non-investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and other institutions, providing a range of financial planning, portfolio management, and institutional solutions.

David Stone is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and operates out of Seneca, SC. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Richard Russillo Jr. is a CFP® with 33 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Securities Service Network, Equitable Advisors, and Next Financial Group, among others. Outside of his advisory work, he owns an online sports cards and memorabilia store called Rich 'N Deals. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides a range of programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting.

Benjamin Lewis is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at Lift Technologies, Inc. from 2006 to 2017. 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 programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Byron Young is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 10 years. Additionally, he is the president and owner of Byron Young & Associates, LLC, which focuses on insurance sales and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Kathleen Vista is a financial advisor with Ameriprise in Seneca, SC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Dogwood State Bank and various positions outside finance, including educational and nonprofit organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing tax‑aware retirement planning advice. The firm’s approach integrates proprietary investment research and third‑party data to support client strategies within a defined investment framework.

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. 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 23,700 financial advisors.

Holliday Thomas is a financial advisor at Edward Jones in Seneca, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Thomas held roles including work at the University of Georgia School of Law and involvement with the UGA Law Community HeLP Clinic and Athens Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Alec Woodard is a financial advisor with Ameriprise in Seneca, SC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments and Samich Inc., as well as time at Western Carolina University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Stomberger Jr. is a financial advisor with Robert Baird & Co. in Seneca, South Carolina, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 28 years before joining Robert Baird in 2019. Outside of his advisory role, he is a member of Famil Ties Investments LLC, an entity formed with family members to hold shared real estate investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and advisory services, utilizing model-traded strategies, tax management, and internal research tools, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Ingrid Lampe is a Series 63–licensed financial advisor with 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Wright is a financial advisor with Edward Jones in West Union, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in outdoor photography and radio broadcasting. 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 supported by a nationwide network of over 23,700 financial advisors. The firm 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.

David Adrian Jr. is a financial advisor at Edward Jones in Seneca, SC, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of EJAdvisors LLC, a real estate venture formed to build a jointly owned Edward Jones FAO office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Michael Cope is a financial advisor with LPL Financial in Seneca, South Carolina, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2005 and has been affiliated with Linsco Private Ledger since 2005. Cope also operates under the DBA Cope Wealth Management Group. 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 access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by various operational tools.

W Jones is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior experience includes roles at Advantage Investment Management, LPL Financial, and ownership of Jones Investments. Jones also maintains independent insurance agency activities and business ownership interests outside of his advisory role. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies.

Maria Candela is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and A. G. Edwards & Sons, Inc. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church in Clemson, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to both brokerage and advisory solutions.

Hunter Plaisted is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Mansfield Oil Company and Southern Wave Express Wash, and spent four years at Stephens County High School. 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.