William Senn is a financial advisor at Truist Advisory Services with a Series 66 designation and approximately one year of industry experience. Prior to his advisory role, he served in the United States Air Force from 2018 to 2026 and worked at the Medical University of South Carolina for four years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Stephen Blackwell is a Certified Financial Planner® with 18 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial and Edward Jones. Outside of his advisory work, he is the owner of Purpose Planner, LLC, which offers a faith-based budgeting app aimed at Gen Z, and is also an author focusing on financial literacy for the same demographic. He serves on the boards of Collins Children's Home and IMPACT Pickens County Foundation. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Alex Vassey is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth since 2011 and has operated Vassey Financial Planning and Investments since 2016. In addition to his advisory work, he serves as a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customizable investment solutions, while acting as a platform and back-office provider for affiliated advisors.

Katherine Steifle is a financial advisor at First Command Advisory Services with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at State Farm VP Management Corp and Ron Haskell Insurance Agency. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios.

Thomas Campbell V is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an insurance agent specializing in fixed insurance products. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services supported by both proprietary and third-party portfolio management strategies, combining fundamental, technical, and quantitative analysis.

Andrew Howard is a financial advisor at CWM, LLC with a Series 65 designation. He has experience working at several financial institutions, including Crescent Financial Advisors, Carson Wealth, and Dogwood State Bank. Howard is based in Seneca, SC. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Timothy Williamson is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and over 34 years in the industry. He previously worked at Equitable Advisors and AXA Advisors, LLC for more than two decades each. Outside of his advisory role, he is involved in several nonprofit organizations, serving as Chairman of the Anderson County Museum board and President of the South Carolina chapter of NAIFA, and he also manages a family farm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis along with modern portfolio theory to manage assets for its clients.

Juliet Penna is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at LPL Financial, Blackbridge Financial, and Wells Fargo Advisors. Outside of financial advising, she serves as a notary public and a county poll worker in Pickens, South Carolina. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisory representatives using discretionary and non-discretionary strategies supported by various analytical techniques and technology platforms.

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.

Olivia Boyd is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC and JPMorgan Chase Bank, N.A. Outside of finance, she has worked with Habitat for Humanity International and has experience in the hospitality and retail sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services through Wealth Advisors on a non-discretionary basis, focusing on funds and strategies approved via internal review.

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.

Walter Smith is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Washington National for two years and owns a cleaning business, Optavise Cleaning Solutions LLC. He was also a full-time student from 2013 to 2025. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Sturgis is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Bank of America and Merrill since 2019, with prior roles at Comporium, Verizon Wireless, STS Foundation, and Navitas at Florida Atlantic University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Reagan Rice is a financial advisor with Morgan Stanley, holding a Series 66 designation and beginning her industry career in 2024. She has prior experience working at Raymond James and in educational roles at Anderson University, Trinity Christian School, and Grace Christian Academy. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning using firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a wide range of advisory programs.

Donald Bishop is a financial advisor with LPL Financial based in Easley, SC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corp. and United Community Banks, Inc., where he continues to be affiliated. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm supports both discretionary and non-discretionary management, utilizes model portfolios and third-party research, and provides a range of strategies including overlay portfolio management and direct indexing.

Julia Russell is a financial advisor with Edward Jones in Anderson, South Carolina. She holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Forward Air from 2016 to 2018. Outside of her advisory work, she engages in a hobby involving making lamps and candles from repurposed bottles. 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 wide range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Michael Patterson is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Cetera in Anderson, SC. He has worked at various entities including Avantax and currently leads Kave Enterprises LLC d/b/a Upstate Tax, where he oversees tax preparation operations. Patterson serves as a trustee for a special needs trust, a role outside of his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary account options.