Thomas Pollock is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he oversees business operations for Thomas M Pollock, Inc., an S-Corp. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brody Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing Services, Bank of America, Merrill, and served in the United States Army for eleven years. He has ownership interests in two financial-related businesses based in South Carolina. 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 and integrates advisory services with other financial products and referral channels.

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.

Lucas Mc Clain is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Eaton Corporation from 2014 to 2018. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

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 with Ameriprise in Seneca, SC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Dogwood State Bank and various positions outside finance, including educational and nonprofit organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing tax‑aware retirement planning advice. The firm’s approach integrates proprietary investment research and third‑party data to support client strategies within a defined investment framework.

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.

Tucker Hite is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he owns and manages legal entities unrelated to investment activity. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Holliday Thomas is a financial advisor at Edward Jones in Seneca, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Thomas held roles including work at the University of Georgia School of Law and involvement with the UGA Law Community HeLP Clinic and Athens Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Lois Fayne Plaisted is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. She has been with Bank of America/Merrill Lynch since 2004, totaling 22 years at the firm. Merrill, along 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.

Isaac Moorhouse is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Chick-fil-A from 2018 to 2019 and was a student from 2016 to 2018. 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 advisory programs and maintains a large national network of advisors and branch offices.

Scott Robertson is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior roles at Citigroup Global Markets and Merrill. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and delivers services through Financial Advisors and its Estate Planning Strategies Group.

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 with Ameriprise in Clemson, SC, holding a Series 66 designation and two years of industry experience. His background includes roles in education and retail, including employment with the School District of Pickens County and Publix Supermarkets. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

John Stomberger Jr. is a financial advisor with Robert Baird & Co. in Seneca, South Carolina, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 28 years before joining Robert Baird in 2019. Outside of his advisory role, he is a member of Famil Ties Investments LLC, an entity formed with family members to hold shared real estate investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and advisory services, utilizing model-traded strategies, tax management, and internal research tools, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

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.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.

Ingrid Lampe is a Series 63–licensed financial advisor with 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.