David Conley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Nationwide Securities, LLC for 11 years and VOYA Financial Advisors, Inc. for one year. Outside of his advisory role, he is involved in tax preparation and accounting services through MFG Tax Service. 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 portfolio programs, third-party asset management, and institutional platforms.

Mason Carver is a financial advisor at OSAIC with two years of industry experience and holds a Series 66 designation. He has worked at several firms, including Cetera and Sanders Wealth Management. Outside of advising, Carver is an educational speaker on financial well-being through My Secure Advantage. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by advanced analytical tools and manages a complex platform that includes multiple affiliated entities and private-equity ownership.

Gregory Gibson is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds a Series 63 designation and has 38 years of industry experience. His work history includes roles at Guardian Life and Dempsey Lord Smith, LLC, as well as owning Gibson Retirement Planning, LLC since 2014. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Lucas Mc Clain is a financial advisor at Edward Jones in Anderson, SC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Eaton Corporation from 2014 to 2018. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Donald Hilburn is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Osaic since 2011 and previously held roles at Securities America Advisors, Inc. and LPL Financial. Outside of advisory services, he owns Wealthbrook Advisors, Inc., a firm involved in the sale of fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with multiple program options and is notable for its scale, complex affiliate network, and private-equity ownership.

Don Kizer is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2011. In addition to his advisory role, he offers fixed insurance products including term insurance, universal life, long-term care, and whole life insurance. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities. The firm provides a range of brokerage and advisory services built around model-based asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

Caroline Schultz is a financial advisor with Edward Jones in Piedmont, SC, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, she worked in education at multiple high schools and universities from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including both discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Samuel Gilliam III is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones since 2008, with a brief tenure at PRUCO Securities, LLC and Wells Fargo Clearing. He is based in Simpsonville, 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Knight is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior experience includes roles at Cetera, Voya Financial Advisors, Atlas Financial Group, and several other firms. Outside of his advisory work, he is involved with Powdersville Insurance Agency. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brack Smith Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004 and holds the Series 63 and Series 66 designations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Harbin is a financial advisor with Edward Jones in Anderson, SC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a city council member in Anderson, making policy decisions for the city's operations. 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 over $1 trillion in assets through a broad network of advisors and offers a variety of advisory strategies, including tax-efficient services and alternative investment options.

Michael Vela is a financial advisor with LPL Financial in Piedmont, SC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Foresters Financial Services and a decade as a professional poker player. 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 and supports its advisors with model portfolios, third-party subadvisors, and technology tools.

Zachary Goodwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Kestra Investment Services LLC and Elevation Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and discretionary portfolio management. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Suzanne Ellis is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Cetera, Voya Financial Advisors, and Wells Fargo Clearing. Outside of her advisory role, she serves as Executive Operations Director for Sanders Wealth Management. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a notable scale and complex affiliate network.

Lois Fayne Plaisted is a financial advisor at Merrill with Series 66 and Series 63 licenses and 13 years of industry experience. She has been with Bank of America/Merrill Lynch since 2004, totaling 22 years at the firm. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mc Clain is a financial advisor at Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior work includes roles at Allstate Insurance Company, Raymond James Financial Services, and LPL Financial. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Isaac Moorhouse is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Chick-fil-A from 2018 to 2019 and was a student from 2016 to 2018. 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 advisory programs and maintains a large national network of advisors and branch offices.

Micah Valentine is a financial advisor with LPL Financial holding a Series 66 credential and 16 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at IFG Advisory, Raymond James Financial Services, and Edward Jones. Outside of his advisory work, he is involved with Valentine Properties Inc. 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 a large network of investment adviser representatives and advanced operational tools.

Justin Dowers is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he has held positions at several companies including PFS Investments Inc., Tellus Products LLC, and Curtiss-Wright Controls. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who deliver model portfolio recommendations supported by third-party asset managers and custodians.