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.

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.

Sharon Mack is a CFP® and ChFC® credentialed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, she held roles at Advance America, Cash Advance Centers of America, and was involved with Families 4 Change and SC DSS Region V Adoptions. 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 23,000 financial advisors.

Greg Farah is a financial advisor with Wells Fargo Clearing in Seneca, SC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and UBS Financial Services spanning 14 years. 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 integrates research from Wells Fargo Investment Institute with third-party data to offer brokerage and advisory solutions.

James Chisholm is a financial advisor with LPL Financial in Anderson, SC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at South State Bank and LPL since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management primarily provided by its network of investment adviser representatives.

William Jones is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Before joining Edward Jones in 2019, he worked at Borg Warner for 15 years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services.

Ronald Price is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1990. He serves on the Board of Visitors at Anderson University and is a board member of Haven of Rest Ministries. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

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.

Monica Richey is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Walker Allen LLP and Parham Smith & Archenhold. 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 under management and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of financial advisors and branch offices.

James Amerson is a financial advisor with Edward Jones in Seneca, South Carolina, holding CFP® and multiple securities licenses with 18 years of industry experience. He previously worked at Transamerica Capital Inc and Virtus Capital Advisers, LLC. Amerson serves as a volunteer on the Investment and Wealth Institute’s ethics panel, reviewing admissions and disciplinary matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Wendi Drennon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Sorrento Pacific Financial, LLC for 20 years and has been involved with Peoples Investments for over 27 years. Drennon also receives referral income from The Peoples Bank. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational tools and a broad non-advisory financial services platform.

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 financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

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.