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David G

Series 63, Series 66

Pickens, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael C

Series 63, Series 65

Seneca, SC

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Hillary H

Series 66

Easley, SC

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chandler J

Series 63, Series 66

Easley, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Whitney B

Series 66

Clemson, SC

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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W J

CFP®, Series 63

Seneca, SC

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Thomas C

Series 65

Easley, SC

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Maxwell V

Series 66

Clemson, SC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Bobby M

ChFC®, Series 66

Easley, SC

Edward Jones

Bobby Moore is a financial advisor with Edward Jones in Easley, SC, holding ChFC® and Series 66 credentials and bringing five years of industry experience. Prior to joining Edward Jones, he worked at New Spring Church and has served in the South Carolina Army National Guard since 2004, currently holding the rank of First Sergeant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Religious/faith focused
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Brandon H

Series 66

Liberty, SC

Edward Jones

Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Self-Employed Religious/faith focused
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Wesley M

Series 63, Series 65

Salem, SC

LPL Financial

Wesley Mckenna is a financial advisor with LPL Financial in Salem, SC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of advisory work, he owns an insurance agency, McKenna Agency, Inc. 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 wide range of advisory services and platforms, combining large-scale financial activities with a broad advisory network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Maria C

Series 66

Seneca, SC

Wells Fargo Clearing

Maria Candela is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and A. G. Edwards & Sons, Inc. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church in Clemson, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to both brokerage and advisory solutions.

Retired Founder/Business Owner
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