Curtis Fagan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2007 and previously was with Wells Fargo Clearing from 2003 to 2007. In addition to his advisory role, he serves as a notary public, providing complimentary notary services to clients and associates. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jeffrey Stanley is a CFP® professional with over 21 years of experience in financial advising, currently serving at Edward Jones since 2004. He is based in Spartanburg, SC. Outside of his advisory work, he manages several real estate rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Brenda Belnome is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2018 and previously worked as a homemaker. 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.

Lisa Murphy is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial in 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Richard Painter is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has been part of Elliott & Painter, LLP since 2010. Outside of his advisory work, he co-owns Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Anissa Calhoun is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Her current tenure at Morgan Stanley began in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Burgess is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016, with a brief tenure at ProEquities, Inc. and operating the Kyle Atkins Financial Group, Inc. prior to returning to Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Jason Wagner is a financial advisor with Edward Jones in Greer, SC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Nicole Laughter is a Certified Financial Planner (CFP®) with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Thermo Fisher Scientific from 2009 to 2019. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Thompson is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Renfrow Industrial for six years and was employed at North Greenville University for four years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Ricky Higgins is a financial advisor with LPL Financial in Spartanburg, SC, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at First Heartland Capital Inc, Concourse Financial Group Securities, Inc., and First Heartland Consultants, Inc. He is also involved in operating Walker, Higgins and Associates Wealth Management, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services supported by various investment strategies and operational tools, managing over $819 billion in discretionary assets through a large national network of advisors.

William Lyles is a financial advisor with Morgan Stanley in Spartanburg, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Lyles serves on the finance committee of the Spartanburg County Clemson Club and is a board member of the Spartanburg High School Class of '77 social organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates for modeling financial outcomes.

William Purcell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Cetera in 2024. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various program structures and custodial relationships.

Alexander Parker is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management and Northwestern Mutual Life Insurance Company. He serves as an E-3 Lance Corporal and Assistant Team Leader in the United States Marine Corps. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.

Barry Barnette is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include positions at GWN Securities, Foresters Equity, and Osaic FS, as well as operating his own firm, Barnette and Associates Wealth Management. Outside of his advisory work, he is also an independent insurance agent focusing on life, health, disability, and annuity products. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple custodians and platforms, discretionary and non-discretionary management, and proprietary model strategies through Founders Gate Capital.

Margaret Upchurch is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 credential and previously worked at the Cherokee County YMCA and the Kitchen Collection. Outside of her advisory role, she co-hosts a podcast focused on faith, food, and fitness that includes prayer and bible studies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and branch offices and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Pedro Sanchez Beltran is a financial advisor with Merrill and holds a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, BMW Manufacturing Group, and The Fresh Market. He serves as a board member and director for Hub City Football Club, where he helps coordinate soccer league registrations and schedules. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Mcleod III is a Senior Resident Director and Personal Investment Advisor with Merrill. He specializes in family wealth management strategies, philanthropic planning, and serving clients in the sports and entertainment sectors. As a Merrill advisor, Victor focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their important goals. Victor holds a Bachelor's degree from Clemson University and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. His expertise enables him to provide comprehensive financial stewardship beyond traditional strategies. He is actively involved in his community through organizations such as Habitat, Scouts, and his church. Victor enjoys fishing, music, and spending time with his family.

Philip Moore is a CFP® professional with 17 years of industry experience. He has been with Edward Jones in Boiling Springs, SC since 2008. Outside of his advisory role, he serves as a director of Emory Moore LLC, a property management business in Chesnee, SC. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Schroeder is a financial advisor at Edward Jones in Greer, South Carolina, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked in education and skills training roles spanning over a decade. Outside of advising, Schroeder manages a rental property in Greenfield, Wisconsin. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.