Barbara Mull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Edward Jones from 2001 to 2017 before joining Cambridge Investment Research Advisors. Mull serves on the finance committee and board of the First Baptist Church of Bostic. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies.

Lopez Davis is a financial advisor with LPL Financial holding CFP® and multiple securities licenses, bringing 36 years of industry experience. Prior to joining LPL in 2025, Davis worked at CUSO Financial Services, Truliant Federal Credit Union, CUNA Brokerage Services, and other firms. Davis also maintains a role with Truliant Federal Credit Union. 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, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Melanie Burgess is a Series 66-credentialed financial advisor at Edward Jones with 15 years of industry experience, all of which has been with Edward Jones since 2011. She is based in Boiling Springs, SC. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jason Seay is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for two years before joining Edward Jones in 2017. Outside of his advisory role, he serves as a School Board Trustee for Spartanburg County District 2. 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 strategies, managed solutions, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network and offers additional services such as a trust company and securities-based lending.

Lori Greene is a financial advisor at Morgan Stanley with a Series 66 designation and nine years of experience in the industry, including five years at Morgan Stanley. Prior to her current role, she was a homemaker for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools to support client planning.

Benjamin Atkins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and was previously with Concourse Financial Group Securities Inc for 14 years. In addition, he manages operations and client interactions at Kyle Atkins Financial Group, an insurance-related business he has been involved with since 2010. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Jonathan Trbovich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at firms including Northern Lights Distributors LLC and CLS Investments LLC, and currently operates Atkins & Trbovich, LLC and JRT Investments, LLC. Outside of his advisory roles, he serves as treasurer for a youth soccer team and is a co-board member of a family business managing a real estate portfolio. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

Michael Anthony is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Michael Bigger is a financial advisor with Wells Fargo Clearing in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Marion Craine is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Wachovia Securities, Inc. from 2001 to 2002. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Donald Atkins is a financial advisor with Cetera in Spartanburg, SC. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Atkins previously worked at Concourse Financial Group Securities Inc for over two decades and currently serves as president of his own financial planning firm, Kyle Atkins Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.