Patrick Sundberg is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Empower Advisory Group in 2026, he worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Dylan Brooks is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. Prior to joining Wealth Enhancement, he held positions at Raymond James Financial Services Advisors, Artisan Private Wealth, and Newell Brands. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Lindsay Chandler is a financial advisor with Janney Montgomery Scott in Spartanburg, SC, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Janney Montgomery Scott since 2022 and previously spent six years with Wells Fargo Clearing. Outside of advising, she serves as a notary public in Spartanburg. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, and offers a range of brokerage, financial planning, and advisory services.

Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jeffery Paddyfote is a financial advisor with Primerica Advisors in Spartanburg, SC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior firms include Wells Fargo Clearing, BB&T, and Principal Financial Services. Outside of advisory work, he is sole owner and president of a non-investment related business. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model strategies and discretionary management, supported by third-party custodians and overlay managers.

Stanley Dominey is a financial advisor with Mass Mutual Investors Services in Landrum, SC, holding CFP® and ChFC® designations and has 42 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1984. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, annual planning engagements using firm‑approved software and offers specialized planning programs including divorce planning and estate settlement.

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.

Andrew Weinkle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Lisa Murphy is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

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.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWN Securities, Foresters Equity, and Osaic FS, as well as operating his own firm, Barnette and Associates Wealth Management. Outside of his advisory work, he is also an independent insurance agent focusing on life, health, disability, and annuity products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple custodians and platforms, discretionary and non-discretionary management, and proprietary model strategies through Founders Gate Capital.