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, South Carolina, holding Series 63 and Series 65 licenses and totaling 34 years of industry experience. He worked at UBS Financial Services from 2002 to 2010 before joining Wells Fargo Clearing in 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Julie Mullikin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Her prior experience includes roles at Pinnacle Financial Partners and BB&T. She is an officer and treasurer on the Buncombe Street Methodist Church Endowment Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique industry affiliations.

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 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.

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 at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Edward Jones in 2018, he worked at Transamerica Capital Inc and Virtus Capital Advisers, LLC. He volunteers on the Investment and Wealth Institute’s ethics panel, assisting with admission and disciplinary decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

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.

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.

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.

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.

Justin Blakley is a Series 66-credentialed financial advisor with Edward Jones in Seneca, South Carolina, where he has worked since 2019. He has six years of industry experience, including two years as a self-employed professional and prior involvement with East Pickens Baptist Church. Outside of his advisory work, he owns rental property managed by a third party. 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 range of advisory programs with both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.

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.

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.