Jonathan Morphew is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Piedmont CDJR and Scenic Chevrolet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Easton Keys is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at Keowee Key Golf Course, AutoZone Inc., and Habaneros Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

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.

Raymond Carothers Jr. is a financial advisor with Ameriprise in Clemson, SC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Ameriprise and its predecessor entities since 1978. Outside of his advisory role, he provides coaching and consulting services to financial advisors and small business owners through his own coaching business. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice. The firm’s approach includes restrictive enrollment criteria and relies on a combination of proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies.

James Foster is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Wells Fargo Bank, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Friedrich is a CFP® with 33 years of industry experience. He is currently with LPL Financial and previously worked at Ic Advisory Services Inc and The Investment Center. Outside of his advisory role, he is involved with Friedrich Financial, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment services through a large network of advisors.

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.

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.

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.

Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

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.

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.

Devin Quiery is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at John P Hartnagel and Pruco Securities, LLC. Outside the financial sector, he has been involved with Reds Ale House and has a long-term commitment to Zpita. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and related services.

Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.

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.