Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Barry Bynum Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and 65 licenses. He has 26 years of experience in the industry, having worked previously at LPL Financial and Advantage Investment Management, and has operated his own firm, Bynum Financial Group, since 1999. He is involved in community and nonprofit activities, serving as Deputy Grand Knight of the Knights of Columbus Council 8182 and Chair of the Finance Council at St. Elizabeth Ann Seton. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across multiple custody platforms with both discretionary and non-discretionary options.

Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Andrew Sheriff is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Park Avenue Securities and Bank of America, and has involvement in real estate projects through his ownership and management of a residential property development business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning such as business-owner transitions and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients discretion in implementing them through various brokerage or advisory programs.

Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. 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 through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Nathan Sanders is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Sanders is also president of Sanders Wealth Management and has been involved in the modeling and talent agency business for ten years. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to support portfolio management across various asset classes.

Sascha Mathis is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 24 years of industry experience, including roles at South State Bank and SunTrust Advisory Services. His practice is based in Easley, SC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. 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 investors.

Ingrid Lampe is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 30 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional products.

Joshua Lopez is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, including the use of AI and systematic methodologies.

Leah Strickland is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following prior roles at J.J.B. Hilliard W.L. Lyons. Outside of her advisory duties, she serves as an arbitration panel member. Robert Baird & Co.’s DDK Group advises individuals, families, institutional clients, and charitable organizations, offering a range of consulting and portfolio services. The group tailors investment strategies based on client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.

Thomas Rose is a financial advisor with Edward Jones in Greenville, SC, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. He has been with Edward Jones since 2003. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.

Michael Cope is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Linsco Private Ledger since 2005. He also operates a registered DBA, Cope Wealth Management Group, based in Seneca, SC. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

Hillary Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2018 and previously held advisory roles at South State Bank and SunTrust Advisory 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 discretionary and non-discretionary management, supported by model portfolios and research from LPL Research and third-party subadvisors.

Jonathan Panning is a financial advisor with Equitable Advisors in Greenville, SC, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as Axa Advisors. Outside of his advisory work, he serves on the finance committee of Harvest Anglican Church and provides business consulting to startups and small business owners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Chandler Johnson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at several firms including Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, and South State Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Heather Hills is a financial advisor with Edward Jones in Powdersville, SC. She holds a Series 66 designation and has 15 years of experience with Edward Jones, beginning her career there in 2011. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Whitney Burton is a financial advisor with Wells Fargo Advisors in Clemson, SC, holding a Series 66 designation and ten years of industry experience. Her prior work history includes positions at Bank of America, Merrill, Raymond James and Associates, and LPL Financial. Outside of her advisory role, she serves as a notary. 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 including cash‑flow, retirement, education, risk and wealth‑transfer planning, among other specialized services, and integrates advisory services with various financial product sales and referral channels.

W Jones is a CFP® certificant with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. He previously worked at Advantage Investment Management and LPL Financial from 2013 to 2017 and has operated Jones Investments since 1993. Outside of his advisory work, he is an independent insurance agent and co-owner of business ventures including an LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies across multiple platforms.