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®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior experience includes roles at Advantage Investment Management, LPL Financial, and ownership of Jones Investments. Jones also maintains independent insurance agency activities and business ownership interests outside of his advisory role. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model 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.

Elizabeth Kyle is a financial advisor at Morgan Stanley with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Stifel from 2009 to 2017. She holds the Series 66 designation. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

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.