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.

Brian Jetton is a Series 66 licensed financial advisor with Edward Jones in Easley, South Carolina, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, 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.

James Amerson is a financial advisor with Edward Jones in Seneca, South Carolina, holding CFP® and multiple securities licenses with 18 years of industry experience. He previously worked at Transamerica Capital Inc and Virtus Capital Advisers, LLC. Amerson serves as a volunteer on the Investment and Wealth Institute’s ethics panel, reviewing admissions and disciplinary matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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.

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.

Jonathan Morphew is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the automotive industry with Piedmont CDJR and Scenic Chevrolet. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Carolyn Bare is a financial advisor with Cetera who holds a Series 66 credential and has 17 years of industry experience. She has worked at several firms including LPL Financial, Suncoast Credit Union, and Avantax Advisory Services. Outside of her advisory work, she is involved with a family horse farm operated by her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services through a large nationwide network of independent 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.

Raymond Carothers Jr. is a financial advisor with Ameriprise in Clemson, SC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Ameriprise and its predecessor entities since 1978. Outside of his advisory role, he provides coaching and consulting services to financial advisors and small business owners through his own coaching business. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice. The firm’s approach includes restrictive enrollment criteria and relies on a combination of proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies.

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.

James Foster is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, Wells Fargo Bank, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Belshe is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Merrill, together 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.

Albert Campbell III is a CFP® professional with 19 years of experience in the financial industry. He is currently with Cetera and has previously worked at Carroll Financial Associates, Cetera Wealth Services, WSA Affiliates, and Probity Advisors. He serves as president of a local homeowners association and is a board member of the Community Foundation of Greater Clemson. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering access to affiliated and third-party managers, serving over 10,000 advisors and approximately 800,000 clients nationwide.