Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

Kristine Pennington is a financial advisor at LPL Financial with 17 years of industry experience. She has held prior roles at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management. She holds Series 63 and Series 66 licenses. 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 with diverse investment options and utilizes technology tools for operational and research support.

James Shoemaker is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Veronica Lommel is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and JPMorgan affiliates throughout her career. Outside of finance, she works as a part-time delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

Gerald Owens Jr. is a financial advisor with LPL Financial in Rock Hill, South Carolina, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Capital Investment Advisory Services, Capital Investment Group, and VOYA Financial Advisors. Outside of his advisory work, he is involved in the resale business of antiques in Rock Hill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advisory representatives who employ various investment strategies and technology tools.

Lacie Witherspoon is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group for seven years. Outside of her advisory work, she is also active as a Mary Kay beauty consultant. 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 supported by proprietary research, third-party asset management, and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Jordyn Hendry is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. They began their career at Edward Jones in 2025 and have experience working at several organizations including Justice For Girls and Trident Pool Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Winkler is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2006. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Di Eduardo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, working out of Rock Hill, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Donald Paroda Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and managing his own firm, Donaldparoda Asset Management. He also operates Donald Paroda Wealth Management as a DBA for his LPL business. 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 variety of advisory and brokerage services, employing diverse investment strategies and leveraging technology tools to support its advisors.

Lyle Back is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Raymond James & Associates and previously spent 20 years at Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Christopher Knox is a financial advisor at Osaic Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Advisor Group, Inc. In addition to his advisory role, Knox works as a wholesaler of fixed annuity insurance with Highland Capital Brokerage, recruiting financial professionals and advising on retirement plan implementation. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage customized portfolios.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Morgan Hinchen is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Hinchen worked at Independent Advisor Alliance, LPL Financial LLC, and held various roles in financial and administrative positions. He also provides administrative support to Independent Advisor Alliance through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment managers.

Luis Martinez is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working six years with the Citrus County Sheriff Office. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Sloop Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at LPL Financial and Independent Advisor Alliance, with ongoing business activities including serving as a notary public in Rock Hill, SC. He also operates several business entities related to investment and financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

James Norris is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a wide range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Steven Dungey is a financial advisor with Primerica Advisors in Rock Hill, SC, holding Series 63 and Series 65 licenses and with nine years of industry experience. His prior work includes roles at Cemex, IHCScott, and Foundations Church. Outside of his advisory role, he has entrepreneurial experience related to Rub A Dub Grub. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that delivers advisory services through model-based recommendations managed by unaffiliated asset managers.