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.

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.

Ronald Price is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory role, he serves on the Board of Visitors for Anderson University and is a board member at Haven of Rest Ministries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing 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.

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.

Carlton Hoskins is a financial advisor with Edward Jones in Belton, SC, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior experience includes roles at Wells Fargo and Scottrade. He is also president and co-owner of Hoskins LLC, a conglomerate based in Hodges, 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 strategies supported by a nationwide network of more than 23,000 financial advisors.

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.

Nicholas Armstrong is a financial advisor with Equitable Advisors in Simpsonville, SC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Taylor Equipment Repair LLC and Crunch Fitness. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party asset managers and advisory programs, focusing on personalized client assessment and a range of investment vehicles.

Bradley Thomas is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. He previously worked at Mungo Homes and Thomas & Thomas and has a background that includes real estate rental through Thomas and Thomas Associates LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of financial advisors and branch offices. The firm offers a range of advisory strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Joseph Elder is a financial advisor with Edward Jones in Simpsonville, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Keller Williams from 2013 to 2021. Outside of advising, he is the owner of several holding and real estate companies. Edward Jones is a wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Stephen Eye is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Robert Baird & Co., Jjb Hilliard Wl Lyons, LLC, Suntrust Investment Services, Inc., and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of discretionary and non-discretionary strategies.

Joseph Banish is a CFP® with 18 years of industry experience, currently affiliated with Ameriprise in Simpsonville, SC. He has worked at Ameriprise since 2017, including its predecessor Ameriprise Financial Services Inc., and previously at PNC Investments. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Jared Wix is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Bank of America and Merrill since 2014. Outside of his advisory role, he is a general partner for Watt & Wix Entertainment, a small-scale music recording and sales business. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Zachary Kirkwood is a financial advisor at Osaic with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera and Sanders Wealth Management. Outside of his advisory duties, he is an educational speaker presenting non-product specific financial well-being topics through My Secure Advantage. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization across multiple platforms and investment strategies.

Michael Wolfe Sr. is a CFP® and Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he teaches a weekly martial arts class for young people in Greenville, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial 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.

Daniel Bufkin is a CFP®-designated financial advisor with Morgan Stanley, based in Anderson, South Carolina, and has 25 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as an officer of the Hogskin Hunt Club, a recreational organization in South Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning through structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Torrey Conrad is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with 12 years of experience at the firm since 2014. 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. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Andersen is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, N.A. for 16 years. Outside of her advisory role, she is involved in the health and wellness industry as a sales associate for Isagenix. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process incorporates centralized due diligence and may include ESG considerations, serving clients with a non-discretionary program.

William Pitts is a financial advisor with Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

William Wimberly Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Synovus Bank and Synovus Securities, Inc. Wimberly also operates a sole proprietorship as a life and long-term care insurance agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools within a multi-advisor platform.