Anna Challenger is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. She has one year of industry experience and has previously worked at Eckberg Enterprises and Microtel Inn. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that integrates internally managed and third-party strategies.

Victor Alfieri is a financial advisor at Private Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC and SEI Investments. He also provides administrative support to Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and model portfolios.

Karl Rothhaar is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Summit Advisory Group, Park Avenue Securities, and Guardian Life Insurance Company. Rothhaar serves on the board of directors for the Cottages of Harrison Bridge East HOA. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Jeffery Paddyfote is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo and BB&T Securities. Outside of his advisory work, he is the sole owner and president of a non-operational entity. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and operates with approximately 3,935 advisors and $15.5 billion in assets under management.

John Hodge is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Spartanburg, South Carolina. He has six years of industry experience, including roles at Mass Mutual Life Insurance Co and Merrill. Prior to joining Mass Mutual, he worked in various positions including at SiteOne Landscape Supply and Event Rentals Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal-based recommendations.

Andrew Weinkle is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brecken Kanz is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has professional experience as a design engineer at Michelin since 2019. Outside of his advisory role, he participates in continuing education for licensed contractors and works as a business consultant providing referrals for management services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Celinda Marshall is a Series 66-licensed financial advisor with Edward Jones in Greenville, SC, and has 19 years of industry experience, all of which she has spent at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

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 been with LPL Financial and its predecessor since 2007. Fagan also serves as a notary public, providing this service free to clients and associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, 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, and provides research-supported model portfolios and various institutional client services.

Robert Davis is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for six years before joining IFG Advisory, LLC and LPL Financial in 2018. 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 approaches supported by in-house and third-party research.

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.

Dustin Shirah is a CFP®-certified financial advisor with Edward Jones in Greenville, SC, having 10 years of industry experience. He has been with Edward Jones since 2015. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Richard Painter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with Elliott & Painter, LLP since 2010. Outside of his advisory role, he is a co-owner of Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 supported by in-house and third-party research.

Anissa Calhoun is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

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.

Dylan Manley is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017, following four years at Lincoln Financial Advisors. 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 and investment strategies through a nationwide network of more than 23,000 financial advisors.

John Riley is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Before joining Edward Jones, he spent four years at Erskine College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Thompson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked for six years at Renfrow Industrial and spent four years at North Greenville University. 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, and niche services such as business-owner transition and special-needs analysis.