David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. 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 options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Deforrest Durham is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 designation and has worked at Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Durham is also the president of Durham Investment Services, LLC, where he manages the sale of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

John Stomberger Jr. is a financial advisor with Robert Baird & Co. in Seneca, South Carolina, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 28 years before joining Robert Baird in 2019. Outside of his advisory role, he is a member of Famil Ties Investments LLC, an entity formed with family members to hold shared real estate investments. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning, portfolio management, and advisory services, utilizing model-traded strategies, tax management, and internal research tools, including artificial intelligence, and manages approximately $394 billion in regulatory assets.

Marty Cline is a financial advisor with OSAIC in Salem, SC, holding Series 63 and Series 66 credentials and having 15 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2016. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include various securities and alternative investments.

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.

Sascha Mathis is a financial advisor with LPL Financial in Easley, SC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at South State Bank since 2017 and prior experience with SunTrust Advisory Services and Suntrust Investment Services. Mathis is also involved with South State Investment Services, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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 Series 63–licensed financial advisor with 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent nine years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Adam Wright is a financial advisor with Edward Jones in West Union, SC, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked in outdoor photography and radio broadcasting. 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 supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Adrian Jr. is a financial advisor at Edward Jones in Seneca, SC, holding the Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of EJAdvisors LLC, a real estate venture formed to build a jointly owned Edward Jones FAO office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment products, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

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 in Seneca, South Carolina, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2005 and has been affiliated with Linsco Private Ledger since 2005. Cope also operates under the DBA Cope Wealth Management Group. 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, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by various operational tools.

Hillary Henderson is a financial advisor with LPL Financial based in Easley, SC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at SunTrust Advisory Services and Equitable Advisors before joining LPL Financial in 2018. She is also involved with South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Chandler Johnson is a financial advisor at Edward Jones in Easley, SC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Dillon Supply Company, Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, South State Bank, and Anderson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill Lynch, Bank of America, and Raymond James. In addition to her advisory role, she is a commissioned notary in Clemson, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through personalized meetings and summary letters.

W Jones is a CFP®-credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. Prior to this, he worked at Advantage Investment Management LLC and LPL Financial from 2013 to 2017 and operated Jones Investments for 15 years. In addition to his advisory role, Jones has maintained independent insurance agent duties and ownership interests in investment-related businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory through a network of independent professionals. The firm provides a variety of strategies including proprietary models and unaffiliated third-party solutions, with flexible implementation options tailored to client objectives.

Thomas Camp is a financial advisor with Cetera, holding a Series 65 license and seven years of industry experience. Prior to joining Cetera in 2025, he worked six years at HD Vest Advisory Services and HD Vest Insurance Agency, and he has served as president of Tax Specialists of the Carolinas, Inc., where he provides income tax preparation and related services. He is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via multi-manager platforms, including model portfolios, third-party managers, and bespoke strategies.

Maxwell Vischer is a financial advisor at Edward Jones in Clemson, SC, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Indiana Wesleyan University and The Walker Course at Clemson University. 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 through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.