John Hodge is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His previous work history includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and SiteOne Landscape Supply. 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, wrap and money-manager programs, and educational seminars using firm-approved analytical tools and event-driven planning services.

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 worked with LPL Financial since 2007 and previously was with Wells Fargo Clearing from 2003 to 2007. In addition to his advisory role, he serves as a notary public, providing complimentary notary services to clients and associates. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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 Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has been part of Elliott & Painter, LLP since 2010. Outside of his advisory work, he co-owns Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Anissa Calhoun is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Her current tenure at Morgan Stanley began in 2023. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

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.

Travis Thompson is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Renfrow Industrial for six years and was employed at North Greenville University for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves 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 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 prior roles at First Heartland Capital Inc, Concourse Financial Group Securities, Inc., and First Heartland Consultants, Inc. He is also involved in operating Walker, Higgins and Associates Wealth Management, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services supported by various investment strategies and operational tools, managing over $819 billion in discretionary assets through a large national network of advisors.

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, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His career includes tenures at Citigroup Global Markets from 1993 to 2009, Morgan Stanley Smith Barney since 2009, and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to support client planning.

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.

Shelby Smith is a financial advisor at Morgan Stanley with three years of industry experience. Shelby holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2024. Prior roles include positions at ADP and Tindall Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Adam Higgins is a financial advisor with LPL Financial based in Spartanburg, SC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at First Heartland Capital Inc. and AXA Advisors, LLC, and has experience connected to The Citadel Military College of South Carolina. Higgins is also involved with Walker, Higgins and Associates Wealth Management, LLC, a firm related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by technological tools for operational and research purposes.

Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.