Tucker Hite is a financial advisor with OSAIC, holding a Series 66 designation and 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. Outside of his advisory role, he owns and manages non-investment entities including a warehousing and property business and an expense payment entity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.

Michael Vela is a financial advisor with LPL Financial in Piedmont, SC, holding Series 63 and 66 licenses and bringing 37 years of industry experience. His prior experience includes roles at Foresters Financial Services and a decade as a professional poker player. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Suzanne Ellis is a financial advisor at Osaic Wealth Inc with 16 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Ellis is also the Executive Operations Director for Sanders Wealth Management, where she serves as a registered assistant. Osaic Wealth Inc serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct diversified portfolios tailored to client needs.

Lois Fayne Plaisted is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Bank of America/Merrill Lynch since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mc Clain is a financial advisor with Edward Jones in Anderson, SC, holding Series 63 and Series 66 designations and 28 years of industry experience. He worked at Allstate Insurance Co. for 11 years before joining Edward Jones in 2017. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Isaac Moorhouse is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Chick-fil-A from 2018 to 2019 and was a student from 2016 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Scott Robertson is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Robertson serves as Chairman of the Board for the United Way of Anderson County and is a member of the Advisory Council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including comprehensive financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Thomas Deluccia is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent eight years at Engenius. Outside of his advisory role, he is the executor of a family member’s will. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.

Alec Woodard is a financial advisor with Ameriprise in Seneca, SC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Fidelity Investments and Samich Inc., as well as time at Western Carolina University. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Stephen Mc Intee is a financial advisor with Ameriprise in Greenville, SC, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Outside of his advisory role, he manages an advisory business at Carolinas Wealth Inc. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Levi Painter is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in educational settings, including the School District of Pickens County and Clemson University, prior to his current role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

John Stomberger Jr. is a financial advisor with Robert Baird & Co. who holds Series 63 and Series 65 credentials and has 34 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1991. He is a member of Families Investments LLC, an entity formed with family members to hold real estate jointly. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services that include traditional and non-traditional investment strategies and municipal advisory services.

Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. 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 managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.

Deborah Brown is a Series 66 credentialed financial advisor with Edward Jones in Anderson, South Carolina. She has 18 years of industry experience and has been with Edward Jones since 2007. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Bynum Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the CFP® designation along with Series 63 and 65 licenses. He has 26 years of experience in the industry, having worked previously at LPL Financial and Advantage Investment Management, and has operated his own firm, Bynum Financial Group, since 1999. He is involved in community and nonprofit activities, serving as Deputy Grand Knight of the Knights of Columbus Council 8182 and Chair of the Finance Council at St. Elizabeth Ann Seton. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across multiple custody platforms with both discretionary and non-discretionary options.

Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Andrew Sheriff is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and nine years of industry experience. He has worked at several firms, including Park Avenue Securities and Bank of America, and has involvement in real estate projects through his ownership and management of a residential property development business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of needs including retirement, education, and specialized planning such as business-owner transitions and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients discretion in implementing them through various brokerage or advisory programs.

Fredye Sullivan is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques to tailor plans, primarily acting in an advisory capacity.