David Stone is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and operates out of Seneca, SC. 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 nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Benjamin Lewis is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Edward Jones since 2018 and was previously employed at Lift Technologies, Inc. from 2006 to 2017. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

David Ciprich is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Kathleen Vista is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Her prior experience includes roles in banking, education, and nonprofit sectors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. 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 23,700 financial advisors.

Elijah Chun is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. His work history includes roles at Bank of America, Bethune-Cookman University, Lander University, Florida State College at Jacksonville, and St. Johns River State College. 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 and profit-sharing plans, corporations, and charitable organizations.

Tucker Hite is a financial advisor with OSAIC, holding a Series 66 designation and 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. Outside of his advisory role, he owns and manages non-investment entities including a warehousing and property business and an expense payment entity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Alec Woodard is a financial advisor with Ameriprise in Seneca, SC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments and Samich Inc., as well as time at Western Carolina University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Mc Intee is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, he manages an advisory business at Carolinas Wealth Inc. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Levi Painter is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in educational settings, including the School District of Pickens County and Clemson University, prior to his current role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

John Stomberger Jr. is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1991. He is a member of Families Investments LLC, an entity formed with family members to hold real estate jointly. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include traditional and non-traditional investment strategies and municipal advisory services.

Marty Cline is a financial advisor with OSAIC in Salem, SC, holding Series 63 and Series 66 credentials and having 15 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2016. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include various securities and alternative investments.

Andrew Sheriff is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Park Avenue Securities and Bank of America, and has involvement in real estate projects through his ownership and management of a residential property development business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning such as business-owner transitions and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients discretion in implementing them through various brokerage or advisory programs.

Andrew Dill is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Ingrid Lampe is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional products.

Adam Wright is a financial advisor with Edward Jones in West Union, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in outdoor photography and radio broadcasting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Adrian Jr. is a Series 66 licensed financial advisor with Edward Jones in Seneca, SC, bringing nine years of industry experience. He worked at Deane H. Tank, Inc. from 2003 to 2016 before joining Edward Jones, where he has been since 2016. Adrian is also a co-owner of an LLC formed to build a jointly owned Edward Jones FAO Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard across its advisory services.

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. 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, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

Michael Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Linsco Private Ledger since 2005. He also operates a registered DBA, Cope Wealth Management Group, based in Seneca, SC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

Whitney Burton is a financial advisor with Wells Fargo Advisors in Clemson, SC, holding a Series 66 designation and ten years of industry experience. Her prior work history includes positions at Bank of America, Merrill, Raymond James and Associates, and LPL Financial. Outside of her advisory role, she serves as a notary. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash‑flow, retirement, education, risk and wealth‑transfer planning, among other specialized services, and integrates advisory services with various financial product sales and referral channels.