Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Leah Strickland is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following prior roles at J.J.B. Hilliard W.L. Lyons. Outside of her advisory duties, she serves as an arbitration panel member. Robert Baird & Co.’s DDK Group advises individuals, families, institutional clients, and charitable organizations, offering a range of consulting and portfolio services. The group tailors investment strategies based on client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.

Ethan Yeary is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at LPL Financial LLC, Palmetto Citizens FCU, and CUNA Mutual Group. Yeary also holds a notary commission with Palmetto Citizens FCU. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, consulting, and insurance products through affiliated entities.

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.

Hillary Henderson is a financial advisor with LPL Financial based in Easley, SC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at SunTrust Advisory Services and Equitable Advisors before joining LPL Financial in 2018. She is also involved with South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Chandler Johnson is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, and South State Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Collin Castlebury is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Ameriprise and has previously worked at Cary Street Partners, Truist Investment Services, and BB&T Securities. Outside of his advisory role, he owns a small business, Castlebury Enterprises LLC, which provides lawn care and tree services. 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 income planning through a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Matthew Howard is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has held positions at multiple firms including Park Avenue Securities, Guardian Life Insurance, Fidelity Bank, and LPL Financial LLC. Outside of his advisory role, he is involved with Foothills Property Group as a realtor, though only for personal purchases. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Bobby Moore is a financial advisor with Edward Jones in Easley, SC, holding ChFC® and Series 66 credentials and bringing five years of industry experience. Prior to joining Edward Jones, he worked at New Spring Church and has served in the South Carolina Army National Guard since 2004, currently holding the rank of First Sergeant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

James Heaton Jr. is a financial advisor with Raymond James Financial, holding Series 63 and 65 credentials and bringing 43 years of industry experience. He previously worked at Wells Fargo Advisors for 37 years before joining Raymond James in 2019. He is an officer and treasurer of the Riverstead Community Board, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementations through its advisory programs and affiliated firms.

Stephen Fleming is a CFP® professional with 29 years of industry experience. He currently works at Cetera and has previously been affiliated with First Citizens Investor Services, Truist Investment Services, and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and manages an Italian ice and custard shop and collects and sells coins through an online platform. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning services, and access to third-party money managers through a multi-manager platform.

Wesley Mckenna is a financial advisor with LPL Financial in Salem, SC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of advisory work, he owns an insurance agency, McKenna Agency, Inc. 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 wide range of advisory services and platforms, combining large-scale financial activities with a broad advisory network.