Daniel Ortman is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He worked at Metlife Securities Inc. for 19 years before joining Mass Mutual Investors Services in 2017 and has also been affiliated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and related services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

John Vassey is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Verizon Wireless, where he is also a store owner of a wireless retail business that is currently in the process of being sold. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds.

Kayla Mitchell is a financial advisor at Edward Jones with credentials including the Series 65 and Series 66 licenses and two years of industry experience. Her prior experience includes roles at Wells Fargo Bank NA, Fidelis Business Services LLC, and Lakenorth Investment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of more than 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, a proprietary money market fund, and tax-efficient overlay services under a fiduciary standard.

William Jones Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Cambridge since 2018 and previously at Advantage Investment Management LLC and LPL Financial. Jones is also the owner of Foothills Wealth Management in Greenville, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Jerry Cline is a financial advisor with OSAIC who holds a Series 63 designation and has 41 years of industry experience. He has been with OSAIC since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios and supports legacy platform programs and transitions.

Joseph Palma is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., OSAIC, Commonwealth Financial Network, and Angelo Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Eric Breazel is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked at Wells Fargo Clearing Services, LLC, and Bank of America, N.A. In addition to his advisory work, he serves as president of the Clemson Cotillion Club, where he oversees meetings and plans social functions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with banking, lending, and trustee services.

David Brown is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2025, he worked with Eagle Strategies and New York Life. Outside of his advisory role, Brown serves as a volunteer pastor at The Welcome Table, a non-denominational congregation, and is a board member of Family Promise of York County, a ministry supporting homeless families. He also provides coaching and consulting services to churches through Pinnacle Leadership Associates. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes planning across various topics and allows clients to combine these services with managed accounts under a consolidated billing option.

Kenneth Mohr is a CFP®-certified financial advisor with 16 years of experience, currently serving clients at Edward Jones since 2010. He holds the Series 66 designation and operates out of Seneca, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its advisory services with an extensive national network of financial advisors and branch offices.

Sharon Mack is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, she held roles at Advance America, Cash Advance Centers of America, and was involved with Families 4 Change and SC DSS Region V Adoptions. 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 23,000 financial advisors.

Greg Farah is a financial advisor with Wells Fargo Clearing in Seneca, South Carolina, holding Series 63 and Series 65 licenses and totaling 34 years of industry experience. He worked at UBS Financial Services from 2002 to 2010 before joining Wells Fargo Clearing in 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Julie Mullikin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Her prior experience includes roles at Pinnacle Financial Partners and BB&T. She is an officer and treasurer on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique industry affiliations.

William Jones is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Before joining Edward Jones in 2019, he worked at Borg Warner for 15 years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services.

Daniel Monez is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2019, following a nine-year tenure at Oppenheimer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Amerson is a Certified Financial Planner® (CFP®) with 19 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Transamerica Capital Inc and Virtus Capital Advisers, LLC. He serves as a volunteer member of the Ethics Panel for the Investment and Wealth Institute, where he participates in admission and disciplinary decisions. Edward Jones is a full-service 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 and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Cassie King is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. outside of her current role in Pickens, SC. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrea Owens is a financial advisor at Wells Fargo Advisors with credentials including the Series 66 designation. She has worked in the financial industry since 2016, including experience at Singleton Marine Group and Edward Jones before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized niche services.

Sarah Fox is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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.

Justin Blakley is a Series 66-credentialed financial advisor with Edward Jones in Seneca, South Carolina, where he has worked since 2019. He has six years of industry experience, including two years as a self-employed professional and prior involvement with East Pickens Baptist Church. Outside of his advisory work, he owns rental property managed by a third party. 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 range of advisory programs with both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.