Tara Buckley is a financial advisor at Edward Jones in Gaffney, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. 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 large network of financial advisors and branch offices across the country.

Jeffery Paddyfote is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo and BB&T Securities. Outside of his advisory work, he is the sole owner and president of a non-operational entity. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

John Hodge is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Spartanburg, South Carolina. He has six years of industry experience, including roles at Mass Mutual Life Insurance Co and Merrill. Prior to joining Mass Mutual, he worked in various positions including at SiteOne Landscape Supply and Event Rentals Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal-based recommendations.

Curtis Fagan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Fagan also serves as a notary public, providing this service free to clients and associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research-supported model portfolios and various institutional client services.

Jeffrey Stanley is a CFP® professional with over 21 years of experience in financial advising, currently serving at Edward Jones since 2004. He is based in Spartanburg, SC. Outside of his advisory work, he manages several real estate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Richard Painter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with Elliott & Painter, LLP since 2010. Outside of his advisory role, he is a co-owner of Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Anissa Calhoun is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Robert Burgess is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016, with a brief tenure at ProEquities, Inc. and operating the Kyle Atkins Financial Group, Inc. prior to returning to Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Travis Thompson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked for six years at Renfrow Industrial and spent four years at North Greenville University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis.

Ricky Higgins is a financial advisor with LPL Financial in Spartanburg, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including eight years at First Heartland Capital Inc prior to joining LPL Financial in 2024. Higgins also engages in insurance agency activities through Walker, Higgins and Associates Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

William Lyles is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lyles serves on the finance committee of the Spartanburg County Clemson Club and is a board member of the Spartanburg High School Class of '77 social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates for modeling financial outcomes.

Margaret Upchurch is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and previously worked at the Cherokee County YMCA and the Kitchen Collection. Outside of her advisory role, she co-hosts a podcast focused on faith, food, and fitness that includes prayer and bible studies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Pedro Sanchez Beltran is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, BMW Manufacturing Group, and The Fresh Market. He serves as a board member and director for Hub City Football Club, where he helps coordinate soccer league registrations and schedules. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Mcleod III is a Senior Resident Director and Personal Investment Advisor with Merrill. He specializes in family wealth management strategies, philanthropic planning, and serving clients in the sports and entertainment sectors. As a Merrill advisor, Victor focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their important goals. Victor holds a Bachelor's degree from Clemson University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. His expertise enables him to provide comprehensive financial stewardship beyond traditional strategies. He is actively involved in his community through organizations such as Habitat, Scouts, and his church. Victor enjoys fishing, music, and spending time with his family.

Philip Moore is a CFP® professional with 17 years of industry experience. He has been with Edward Jones in Boiling Springs, SC since 2008. Outside of his advisory role, he serves as a director of Emory Moore LLC, a property management business in Chesnee, SC. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert King Jr. is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 49 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and his career also includes a long tenure with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Anna Defenbaugh is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She is based in Duncan, South Carolina. 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 through a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Thornlow is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Scott Fish is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2020, following roles at multiple firms including Target Corporation and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.