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Carlton H

ChFC®, Series 66

Belton, SC

Edward Jones

Carlton Hoskins is a financial advisor with Edward Jones in Belton, SC, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior experience includes roles at Wells Fargo and Scottrade. He is also president and co-owner of Hoskins LLC, a conglomerate based in Hodges, SC. 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 and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Business exit / sale strategy Multi-generational wealth transfer Wealth management Executive
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Wendi D

Series 63, Series 65

Anderson, SC

LPL Financial

Wendi Drennon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Sorrento Pacific Financial, LLC for 20 years and has been involved with Peoples Investments for over 27 years. Drennon also receives referral income from The Peoples Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a broad non-advisory financial services platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Eva H

Series 66

Starr, SC

Cetera

Eva Hooper is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She has previously worked at J.P. Morgan Securities and Avantax Investment Services. Outside of her advisory role, she is involved in farming and ranching, selling livestock and related products, and also works as an independent delivery driver and manages a room rental business. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel B

CFP®, Series 63, Series 65

Anderson, SC

Morgan Stanley

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.

General estate planning guidance
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William P

Series 63, Series 66

Anderson, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lucas M

Series 66

Anderson, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert C

Series 66

Hartwell, GA

Edward Jones

Robert Cheek is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at the University of Georgia for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew H

Series 66

Anderson, SC

Edward Jones

Matthew Harbin is a financial advisor with Edward Jones in Anderson, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a city council member in Anderson, making policy decisions for the city's operations. 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 over $1 trillion in assets through a broad network of advisors and offers a variety of advisory strategies, including tax-efficient services and alternative investment options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lois Fayne P

Series 63, Series 66

Anderson, SC

Merrill

Lois Fayne Plaisted is a financial advisor at Merrill with 13 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Bank of America/Merrill Lynch since 2004, totaling 22 years of tenure with the firm. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Tax-loss harvesting Active portfolio management Wealth management
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David M

Series 63, Series 66

Anderson, SC

Edward Jones

David Mc Clain is a financial advisor at Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior work includes roles at Allstate Insurance Company, Raymond James Financial Services, and LPL Financial. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Founder/Business Owner
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Scott R

Series 63, Series 65

Anderson, SC

Morgan Stanley

Scott Robertson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior roles at Citigroup Global Markets and Merrill. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and delivers services through Financial Advisors and its Estate Planning Strategies Group.

General estate planning guidance
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Deborah B

Series 66

Anderson, SC

Edward Jones

Deborah Brown is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. 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 strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Fredye S

Series 63, Series 66

Anderson, SC

Morgan Stanley

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

General estate planning guidance
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Christopher H

Series 66

Anderson, SC

Edward Jones

Christopher Hunt is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 solutions, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Zachery P

Series 66

Anderson, SC

Edward Jones

Zachery Price is a financial advisor with Edward Jones in Anderson, South Carolina, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has previous work experience at Clemson University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John O

CFP®, Series 66

Hartwell, GA

Edward Jones

John Osley is a CFP®-certified financial advisor with Edward Jones in Hartwell, GA, where he has worked since 2016. He has 10 years of industry experience. Outside of advising, he is involved in residential rentals through ownership and management of rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Ryan E

Series 66

Anderson, SC

Edward Jones

Ryan Ellenburg is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held positions at Beckman-Coulter Diagnostics, Binx Health, Inc., and McKesson Corporation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elizabeth K

Series 66

Anderson, SC

Morgan Stanley

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert D

Series 65

Hartwell, GA

Advocacy Wealth Management, LLC

Robert Davis is a financial advisor at Advocacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Advocacy Wealth Management and Armís Advisers LLC. Outside of advisory services, he serves as an agent for Forge Consulting LLC, an insurance agency affiliated with his firm. Advocacy Wealth Management, LLC is a multi-team firm that provides wealth management services.

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