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.

Greg Farah is a financial advisor with Wells Fargo Clearing in Seneca, South Carolina, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 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 approach is grounded in modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julie Mullikin is a CFP® with 19 years of industry experience, currently serving at Raymond James Financial. She has worked with Pinnacle Financial Partners and BB&T in prior roles. Mullikin also holds a position as Treasurer and Board Member on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joshua Hollar is a CFP® professional with 11 years of industry experience, currently serving at Edward Jones since 2015. He holds the Series 66 designation and is based in Easley, SC. Outside of his advisory role, he is also involved in rental property ownership in Greenville, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its services with a nationwide network of financial advisors and branch offices.

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.

Albert Campbell Jr. is a financial advisor at Cetera with 46 years of experience in the industry. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes longstanding roles at ACI Financial LLC and Cetera Wealth Services, LLC. Outside of advising, he serves as a deacon responsible for college ministry at University Baptist Church in Clemson, SC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and planning services through a multi-manager platform, supporting discretionary and non-discretionary programs across multiple custodial relationships.

Brian Jetton is a financial advisor at Edward Jones in Easley, South Carolina, with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

James Amerson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2018, he worked at Transamerica Capital Inc from 2015 to 2017. He serves as a volunteer on the Investment and Wealth Institute’s Ethics Panel, participating in admission and disciplinary decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

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 Series 66 licensed financial advisor with Edward Jones, based in Clemson, SC. She has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a wide range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products.

Stephen Eye is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, he worked at Robert Baird & Co. for six years, JJB Hilliard W.L. Lyons, LLC for one year, and SunTrust Investment Services, Inc. for twelve years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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 model portfolios and retirement plan consulting, with discretionary and non-discretionary management options supported by internal and third-party research.

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.

Zachary Kirkwood is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of his advisory work, he is an educational speaker presenting non-product specific financial well-being topics under the business My Secure Advantage. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with various investment platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Carolyn Bare is a financial advisor with Cetera who holds a Series 66 credential and has 17 years of industry experience. She has worked at several firms including LPL Financial, Suncoast Credit Union, and Avantax Advisory Services. Outside of her advisory work, she is involved with a family horse farm operated by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Thomas Deluccia is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Raymond Carothers Jr. is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Ameriprise and its affiliated entities since 1978. Outside of his advisory work, he provides coaching to non-Ameriprise financial advisors and small business owners through his own consulting business. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, with eligibility generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary retirement-income recommendations, emphasizing assets held in Ameriprise-managed accounts.

Christopher Belshe is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Albert Campbell III is a financial advisor with Cetera, holding the CFP® designation and Series 66 and Series 63 licenses, with 19 years of industry experience. He has worked at Cetera and its affiliated entities since 2016, and previously at Carroll Financial Associates. Outside of his advisory role, he serves as president of a local homeowners association and is a board member of the Community Foundation of Greater Clemson. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports a network of over 10,000 advisors managing approximately $256 billion in assets.

Mason Carver is a financial advisor at Osaic Wealth Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Sanders Wealth Management, and Elliott Davis. Outside of advisory work, he participates as an educational speaker delivering non-product specific financial well-being presentations through My Secure Advantage. Osaic Wealth Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various securities and investment types.