Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 credential and has previously worked at Bank of America, Merrill Lynch, Raymond James, LPL Financial, and Wells Fargo Clearing Services. In addition to her advisory role, she serves as a notary in Clemson, SC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using Wells Fargo research and tools, with clients choosing how to implement these recommendations through the firm’s brokerage or advisory programs.

W Jones is a CFP®-credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2018. Prior to this, he worked at Advantage Investment Management LLC and LPL Financial from 2013 to 2017 and operated Jones Investments for 15 years. In addition to his advisory role, Jones has maintained independent insurance agent duties and ownership interests in investment-related businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory through a network of independent professionals. The firm provides a variety of strategies including proprietary models and unaffiliated third-party solutions, with flexible implementation options tailored to client objectives.

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-credentialed advisor with Wells Fargo Clearing, based in Seneca, South Carolina, and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church, overseeing outside advisors of the endowment account. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.