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 with Ameriprise, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at The Huntington Investment Company, Truist Advisory Services, TD Private Client Wealth, and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides tailored, tax-aware retirement planning through a centralized team that collaborates with advisors on non-discretionary implementation.

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.

William Pitts is a financial advisor with Edward Jones in Anderson, South Carolina, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Albert Campbell III is a CFP® professional with 19 years of industry experience, currently serving at Cetera since 2023. His prior roles include positions at Carroll Financial Associates, Cetera Wealth Services, WSA Affiliates, and Probity Advisors. He is involved in community activities as president of a local homeowners association and serves as a board member for the Community Foundation of Greater Clemson. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services. The firm supports both discretionary and non-discretionary accounts and provides access to affiliated and third-party money managers across various program structures.

Thomas Pollock is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he oversees business operations for Thomas M Pollock, Inc., an S-Corp. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Brody Smith is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing Services, Bank of America, Merrill, and served in the United States Army for eleven years. He has ownership interests in two financial-related businesses based in South Carolina. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

David Stone is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and operates out of Seneca, SC. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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.

David Ciprich is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Kathleen Vista is a financial advisor with Ameriprise in Seneca, SC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Dogwood State Bank and various positions outside finance, including educational and nonprofit organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendations and ongoing tax‑aware retirement planning advice. The firm’s approach integrates proprietary investment research and third‑party data to support client strategies within a defined investment framework.

Robert Thomas Jr. is a financial advisor with Edward Jones in Seneca, SC, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he has self-published a non-industry related book series on Amazon and is co-owner of an LLC formed to develop a jointly owned Edward Jones office. 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 23,700 financial advisors.

Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.

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.

Tucker Hite is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 28 years. Outside of his advisory role, he owns and manages legal entities unrelated to investment activity. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Holliday Thomas is a financial advisor at Edward Jones in Seneca, SC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Thomas held roles including work at the University of Georgia School of Law and involvement with the UGA Law Community HeLP Clinic and Athens Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

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.