John Boyle III is a financial advisor at OSAIC Wealth, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advising, he serves as an independent contractor and R-1 steward for the U.S. Equestrian Federation. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to deliver customized portfolio solutions across various investment types.

Anna Defenbaugh is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She is based in Duncan, South Carolina. 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 through a large nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Thornlow is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Scott Fish is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2020, following roles at multiple firms including Target Corporation and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shelby Smith is a financial advisor at Morgan Stanley with three years of industry experience. Shelby holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its Private Bank since 2024. Prior roles include positions at ADP and Tindall Corporation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Adam Higgins is a financial advisor with LPL Financial based in Spartanburg, SC. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at First Heartland Capital Inc and AXA Advisors, LLC. Higgins is also involved with Walker, Higgins and Associates Wealth Management, LLC, which provides non-variable insurance and investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Marion Mcmillan is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she serves as chair of the investment committee for the Deke Foundation and participates on the investment committee for the South Carolina ETV Endowment. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Mitchell Barnette is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at First Citizens Bank and Barnes & Noble Booksellers. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

William Sawyer is a financial advisor at Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held various roles at companies including American Credit Acceptance LLC, Lift Technologies Inc, and Rogers Group Inc. His background also includes positions in education and community organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

Noah Barnes is a financial advisor at Fidelity with four years of industry experience and a Series 66 credential. His prior roles include positions at Equitable Advisors and Landmark Properties. Outside of advising, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Carolina Hernandez Pacheco is a financial advisor with J.P. Morgan Securities in Taylors, SC, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes ten years at Wells Fargo Bank and three years at Publix. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michelle Hoosier is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of her advisory role, she is also an associate employee at Jeter Hrubala Wealth Strategies LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Brooks Crenshaw is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

William Gore is a financial advisor with Edward Jones in Greer, SC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Allstate Insurance Company for 10 years and operated Gore Insurance Group for five years. Outside of his advisory role, he has ownership interests in commercial real estate through separate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities, including discretionary and non-discretionary managed accounts, trust services, and securities-based lending.

Johnny Babb is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is involved with the Mary Black Foundation’s Investment Committee, focusing on opportunities for health and well-being. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing tailored recommendations with optional implementation through various brokerage or advisory programs.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Jill Hughey is a CFP®-designated financial advisor with Edward Jones in Inman, SC, where she has worked since 2018. She has seven years of industry experience and previously spent 11 years with Spartanburg School District #2. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

Cynthia Boyle is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Stifel Independent Advisors, LLC, and Wells Fargo Advisors. Boyle serves on the board of the US Para Dressage Foundation and advises the Isle of Palms Literary Events, a nonprofit focused on promoting literary exposure to adults and schoolchildren. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through numerous affiliated advisers and platforms, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and managed account solutions across various investment types, supporting both discretionary and non-discretionary account management.

Jodi Edney is a financial advisor with Merrill in Spartanburg, SC, holding a Series 66 designation and 21 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she is a general partner and managing member of Ace of SC LLC, involved in managing a rental property in Myrtle Beach, SC. 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 accounts.

Thomas Clark is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he helps clients develop personalized wealth management strategies tailored to their unique financial situations and goals. He provides access to Merrill's investment insights as well as banking and lending solutions through Bank of America, aiming to support clients as they navigate changing market conditions and life events. Thomas holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Southern Methodist University. His approach emphasizes adapting investment strategies to align with clients' evolving needs and retirement objectives.